DAVIS SELECTED ADVISERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VTRS | 69.35M | $686.52M |
 | MGM | 23.95M | $830.23M |
 | CTRA | 19.88M | $470.24M |
 | USB | 19.43M | $939.13M |
 | YMM | 14.98M | $194.31M |
 | CVS | 11.40M | $859.72M |
 | TECK | 11.02M | $483.83M |
 | TSN | 9.96M | $540.94M |
 | COF | 8.38M | $1.78B |
 | PINS | 7.89M | $253.89M |
 | WFC | 7.79M | $652.63M |
 | AMAT | 5.55M | $1.14B |
 | SOLV | 5.52M | $402.79M |
 | TCOM | 4.94M | $371.60M |
 | QSR | 3.54M | $227.21M |
 | AMZN | 3.14M | $689.01M |
 | RKT | 3.13M | $60.74M |
 | VALE | 2.93M | $31.83M |
 | GOOGL | 2.77M | $673.53M |
 | FITB | 2.67M | $118.90M |
Viatris Inc.
VTRS
Shares Held
69.35M
Value
$686.52M
MGM Resorts International
MGM
Shares Held
23.95M
Value
$830.23M
Coterra Energy Inc.
CTRA
Shares Held
19.88M
Value
$470.24M
U.S. Bancorp
USB
Shares Held
19.43M
Value
$939.13M
Full Truck Alliance Co. Ltd.
YMM
Shares Held
14.98M
Value
$194.31M
CVS Health Corporation
CVS
Shares Held
11.40M
Value
$859.72M
Teck Resources Limited
TECK
Shares Held
11.02M
Value
$483.83M
Tyson Foods, Inc.
TSN
Shares Held
9.96M
Value
$540.94M
Capital One Financial Corporation
COF
Shares Held
8.38M
Value
$1.78B
Pinterest, Inc.
PINS
Shares Held
7.89M
Value
$253.89M
Wells Fargo & Company
WFC
Shares Held
7.79M
Value
$652.63M
Applied Materials, Inc.
AMAT
Shares Held
5.55M
Value
$1.14B
Solventum Corporation
SOLV
Shares Held
5.52M
Value
$402.79M
Trip.com Group Limited
TCOM
Shares Held
4.94M
Value
$371.60M
Restaurant Brands International Inc.
QSR
Shares Held
3.54M
Value
$227.21M
Amazon.com, Inc.
AMZN
Shares Held
3.14M
Value
$689.01M
Rocket Companies, Inc.
RKT
Shares Held
3.13M
Value
$60.74M
Vale S.A.
VALE
Shares Held
2.93M
Value
$31.83M
Alphabet Inc.
GOOGL
Shares Held
2.77M
Value
$673.53M
Fifth Third Bancorp
FITB
Shares Held
2.67M
Value
$118.90M