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Chris Davis - Davis AdvisorsMichaela McLoughry

Davis Selected Advisers

Assets Managed
$21.781B
Holdings
112
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
-2.1%(2Q avg: 7.03%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Davis Selected Advisers's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 112 positions.

Assets under management

The assets under management (AUM) of Davis Selected Advisers over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 21.781B in assets, with a quarterly growth rate of -2.1% and a 2-quarter average growth rate of 7.03%. The portfolio is managed by Chris Davis - Davis Advisors, Michaela McLoughry, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
COF
Capital One Financial Corp
Recent Activity
Decreased -0.87%
7.16%
$1.558B
8.54M shares@ $182.44 avg price
CTRA
Coterra Energy Inc
Recent Activity
Increased 14.09%
5.99%
$1.304B
37.119M shares@ $35.15 avg price
USB
Us Bancorp
Recent Activity
Increased 0.9%
5.32%
$1.157B
22.238M shares@ $52.02 avg price
VTRS
Viatris Inc
Recent Activity
Increased 0.05%
4.86%
$1.057B
78.211M shares@ $13.52 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -1.92%
4.52%
$983.59M
1.719M shares@ $572.14 avg price
MGM
Mgm Resorts International
Recent Activity
Decreased -9.41%
4.13%
$899.171M
24.295M shares@ $37.02 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.77%
4.09%
$889.903M
3.095M shares@ $287.57 avg price
CVS
Cvs Health Corp
Recent Activity
Decreased -4.08%
4.04%
$879.054M
12.24M shares@ $71.83 avg price
TSN
Tyson Foods Inc-cl A
Recent Activity
Increased 2.06%
3.86%
$838.721M
13.091M shares@ $64.08 avg price
MKL
Markel Group Inc
Recent Activity
Decreased -7.64%
3.37%
$733.959M
383,433 shares@ $1914.18 avg price

1-10 of 112