DAVIS SELECTED ADVISERS
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VTRS | 78.21M | $1.06B |
Coterra Energy, Inc. | CTRA | 37.12M | $1.30B |
 | YMM | 28.76M | $238.73M |
 | JBS | 26.24M | $471.35M |
 | MGM | 24.30M | $899.17M |
 | USB | 22.24M | $1.16B |
 | TSN | 13.09M | $838.72M |
 | PINS | 12.40M | $227.42M |
 | CVS | 12.24M | $879.05M |
 | TECK | 10.58M | $547.76M |
 | COF | 8.54M | $1.56B |
 | WFC | 8.19M | $652.08M |
 | TCOM | 6.56M | $326.38M |
 | SOLV | 6.33M | $413.37M |
 | LYB | 5.60M | $450.86M |
 | RKT | 4.82M | $68.74M |
 | QSR | 3.60M | $265.98M |
 | AMZN | 3.43M | $713.38M |
 | GOOGL | 3.09M | $889.90M |
 | VALE | 2.93M | $46.64M |
Viatris Inc.
VTRS
Shares Held
78.21M
Value
$1.06B
Coterra Energy, Inc.
CTRA
Shares Held
37.12M
Value
$1.30B
Full Truck Alliance Co. Ltd.
YMM
Shares Held
28.76M
Value
$238.73M
JBS N.V.
JBS
Shares Held
26.24M
Value
$471.35M
MGM Resorts International
MGM
Shares Held
24.30M
Value
$899.17M
U.S. Bancorp
USB
Shares Held
22.24M
Value
$1.16B
Tyson Foods, Inc.
TSN
Shares Held
13.09M
Value
$838.72M
Pinterest, Inc.
PINS
Shares Held
12.40M
Value
$227.42M
CVS Health Corporation
CVS
Shares Held
12.24M
Value
$879.05M
Teck Resources Limited
TECK
Shares Held
10.58M
Value
$547.76M
Capital One Financial Corporation
COF
Shares Held
8.54M
Value
$1.56B
Wells Fargo & Company
WFC
Shares Held
8.19M
Value
$652.08M
Trip.com Group Limited
TCOM
Shares Held
6.56M
Value
$326.38M
Solventum Corporation
SOLV
Shares Held
6.33M
Value
$413.37M
LyondellBasell Industries N.V.
LYB
Shares Held
5.60M
Value
$450.86M
Rocket Companies, Inc.
RKT
Shares Held
4.82M
Value
$68.74M
Restaurant Brands International Inc.
QSR
Shares Held
3.60M
Value
$265.98M
Amazon.com, Inc.
AMZN
Shares Held
3.43M
Value
$713.38M
Alphabet Inc.
GOOGL
Shares Held
3.09M
Value
$889.90M
Vale S.A.
VALE
Shares Held
2.93M
Value
$46.64M