Davis Selected Advisers Holdings - 4Q25

As of December 31, 2025, Davis Selected Advisers reported 108 positions comprising 108 stocks worth $22.2B. The top 5 holdings represented 29.3% of the portfolio. During the quarter, the fund entered 4 new positions and exited 3. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.