Davis Selected Advisers Holdings - 2Q26

As of June 30, 2026, Davis Selected Advisers reported 112 positions comprising 112 stocks worth $23.3B. The top 5 holdings represented 28.0% of the portfolio. During the quarter, the fund entered 2 new positions and exited 2. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.