Davis Selected Advisers Holdings - 1Q26

As of March 31, 2026, Davis Selected Advisers reported 112 positions comprising 112 stocks worth $21.8B. The top 5 holdings represented 27.8% of the portfolio. During the quarter, the fund entered 6 new positions and exited 2. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.