DAVIS SELECTED ADVISERS
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VTRS | 78.18M | $973.32M |
 | CTRA | 32.54M | $856.39M |
 | MGM | 26.82M | $978.67M |
 | USB | 22.04M | $1.18B |
 | YMM | 17.54M | $188.18M |
 | TSN | 12.83M | $751.95M |
 | CVS | 12.76M | $1.01B |
 | TECK | 12.02M | $575.62M |
 | JBS | 11.85M | $170.95M |
 | PINS | 11.80M | $305.55M |
 | COF | 8.61M | $2.09B |
 | WFC | 8.26M | $769.65M |
 | SOLV | 6.22M | $492.88M |
 | TCOM | 5.05M | $363.39M |
 | AMAT | 4.20M | $1.08B |
 | QSR | 4.02M | $274.34M |
 | AMZN | 3.43M | $791.55M |
 | RKT | 3.23M | $62.49M |
 | GOOGL | 3.12M | $976.17M |
 | VALE | 2.93M | $38.19M |
Viatris Inc.
VTRS
Shares Held
78.18M
Value
$973.32M
Coterra Energy Inc.
CTRA
Shares Held
32.54M
Value
$856.39M
MGM Resorts International
MGM
Shares Held
26.82M
Value
$978.67M
U.S. Bancorp
USB
Shares Held
22.04M
Value
$1.18B
Full Truck Alliance Co. Ltd.
YMM
Shares Held
17.54M
Value
$188.18M
Tyson Foods, Inc.
TSN
Shares Held
12.83M
Value
$751.95M
CVS Health Corporation
CVS
Shares Held
12.76M
Value
$1.01B
Teck Resources Limited
TECK
Shares Held
12.02M
Value
$575.62M
JBS N.V.
JBS
Shares Held
11.85M
Value
$170.95M
Pinterest, Inc.
PINS
Shares Held
11.80M
Value
$305.55M
Capital One Financial Corporation
COF
Shares Held
8.61M
Value
$2.09B
Wells Fargo & Company
WFC
Shares Held
8.26M
Value
$769.65M
Solventum Corporation
SOLV
Shares Held
6.22M
Value
$492.88M
Trip.com Group Limited
TCOM
Shares Held
5.05M
Value
$363.39M
Applied Materials, Inc.
AMAT
Shares Held
4.20M
Value
$1.08B
Restaurant Brands International Inc.
QSR
Shares Held
4.02M
Value
$274.34M
Amazon.com, Inc.
AMZN
Shares Held
3.43M
Value
$791.55M
Rocket Companies, Inc.
RKT
Shares Held
3.23M
Value
$62.49M
Alphabet Inc.
GOOGL
Shares Held
3.12M
Value
$976.17M
Vale S.A.
VALE
Shares Held
2.93M
Value
$38.19M