Davis Selected Advisers
13F filer · CIK 1036325 · Tucson, AZ
Summary
Davis Selected Advisers reported $23.29B across 112 positions in its 13F for 2026 Q2, filed Aug 11, 2026. The largest holdings are COF (7.1%), USB (5.6%), CVS (5.3%). Versus 2026 Q1, leaving options aside, it opened 2 new positions, added to 18, trimmed 87 and sold out of 2.
Reported value$23.29B
Positions112
Report period2026 Q2
FiledAug 11, 2026
New positions2
Added18
Trimmed87
Sold out2
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 7.1%Value $1.66BPrice $196.46Shares 8.27M -3.15%Since Jun 30 -2.08%
Weight 5.6%Value $1.30BPrice $58.14Shares 21.45M -3.53%Since Jun 30 -3.75%
Weight 5.3%Value $1.23BPrice $87.10Shares 11.87M -3.05%Since Jun 30 -15.81%
Weight 5.1%Value $1.19BPrice $18.12Shares 75.23M -3.81%Since Jun 30 +14.10%
Weight 4.9%Value $1.14BPrice $31.52Shares 23.90M -1.61%Since Jun 30 -34.07%
Weight 4.5%Value $1.05BPrice $340.92Shares 2.94M -5.09%Since Jun 30 -4.61%
Weight 4.5%Value $1.05BPrice $46.60Shares 25.30MSince Jun 30 +12.79%
Weight 4.4%Value $1.02BPrice $246.67Shares 4.28M +24.84%Since Jun 30 +3.49%
Weight 4.0%Value $928.73MPrice $738.79Shares 1.65M -4.13%Since Jun 30 +31.11%
Weight 3.4%Value $794.40MPrice $1740Shares 407K +6.08%Since Jun 30 -10.90%
Weight 3.1%Value $726.55MPrice $281.69Shares 2.44M -14.46%Since Jun 30 -5.50%
Weight 3.1%Value $724.48MPrice $50.98Shares 12.65M -3.34%Since Jun 30 -10.96%
Weight 2.8%Value $661.90MPrice $80.48Shares 8.01M -2.22%Since Jun 30 -2.62%
Weight 2.8%Value $650.01MPrice $753368Shares 868 -5.96%Since Jun 30 +0.60%
Weight 2.7%Value $621.24MPrice $275.26Shares 2.25M +0.87%Since Jun 30 -0.16%
Weight 2.5%Value $592.69MPrice $11.37Shares 50.02M +90.58%Since Jun 30 -4.05%
Weight 2.3%Value $529.84MPrice $374.94Shares 1.27M +2.18%Since Jun 30 -9.80%
Weight 2.1%Value $497.29MPrice $64.85Shares 8.36M -20.98%Since Jun 30 +9.07%
Weight 2.1%Value $486.69MPrice $89.32Shares 6.31M -0.36%Since Jun 30 +15.76%
Weight 2.0%Value $457.99MPrice $58.18Shares 8.70M +55.43%Since Jun 30 +10.50%
Weight 1.7%Value $391.23MPrice $332.08Shares 1.15M -3.96%Since Jun 30 -2.55%
Weight 1.6%Value $369.51MPrice $502.35Shares 738K -1.52%Since Jun 30 +0.39%
Weight 1.5%Value $349.05MPrice $38.64Shares 8.76M +33.66%Since Jun 30 -3.01%
Weight 1.4%Value $330.71MPrice $118.36Shares 2.08M -0.94%Since Jun 30 -25.52%
Weight 1.4%Value $329.78MPrice $231.97Shares 1.56M -3.84%Since Jun 30 +9.42%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 7.1% | $1.66B | -2.08% | -3.15% | Trim | |
| 5.6% | $1.30B | -3.75% | -3.53% | Trim | |
| 5.3% | $1.23B | -15.81% | -3.05% | Trim | |
| 5.1% | $1.19B | +14.10% | -3.81% | Trim | |
| 4.9% | $1.14B | -34.07% | -1.61% | Trim | |
| 4.5% | $1.05B | -4.61% | -5.09% | Trim | |
| 4.5% | $1.05B | +12.79% | — | New | |
| 4.4% | $1.02B | +3.49% | +24.84% | Add | |
| 4.0% | $928.73M | +31.11% | -4.13% | Trim | |
| 3.4% | $794.40M | -10.90% | +6.08% | Add | |
| 3.1% | $726.55M | -5.50% | -14.46% | Trim | |
| 3.1% | $724.48M | -10.96% | -3.34% | Trim | |
| 2.8% | $661.90M | -2.62% | -2.22% | Trim | |
 BRK.ABerkshire Hathaway Inc., Class A | 2.8% | $650.01M | +0.60% | -5.96% | Trim |
| 2.7% | $621.24M | -0.16% | +0.87% | Add | |
| 2.5% | $592.69M | -4.05% | +90.58% | Add | |
| 2.3% | $529.84M | -9.80% | +2.18% | Add | |
| 2.1% | $497.29M | +9.07% | -20.98% | Trim | |
| 2.1% | $486.69M | +15.76% | -0.36% | Trim | |
| 2.0% | $457.99M | +10.50% | +55.43% | Add | |
| 1.7% | $391.23M | -2.55% | -3.96% | Trim | |
| BRK.BBerkshire Hathaway Inc., Class B | 1.6% | $369.51M | +0.39% | -1.52% | Trim |
| 1.5% | $349.05M | -3.01% | +33.66% | Add | |
| 1.4% | $330.71M | -25.52% | -0.94% | Trim | |
| 1.4% | $329.78M | +9.42% | -3.84% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.