Davis Selected Advisers
Davis Selected Advisers reported 112 stocks worth $23.3B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are COF (7.1%), USB (5.6%) and CVS (5.3%). Compared with Q1 2026, the fund opened new positions in DVN and SBAC, added to AMZN, MKL and CI, trimmed COF, USB and CVS and sold out of CTRA and CCI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  COF Capital One Finl Corp | $1.7B | 7.1% | 8.3M | −269K (−3%) | 8 of 8 | |
| 2 |  USB US Bancorp Del | $1.3B | 5.6% | 21.5M | −784K (−4%) | 8 of 8 | |
| 3 |  CVS Cvs Health Corp | $1.2B | 5.3% | 11.9M | −374K (−3%) | 8 of 8 | |
| 4 |  VTRS Viatris Inc | $1.2B | 5.1% | 75.2M | −3M (−4%) | 8 of 8 | |
| 5 |  MGM Mgm Resorts Intl | $1.1B | 4.9% | 23.9M | −392K (−2%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $1B | 4.5% | 2.9M | −157K (−5%) | 8 of 8 | |
| 7 |  DVN Devon Energy Corp New | $1B | 4.5% | 25.3M | New position | 1 of 8 | |
| 8 |  AMZN Amazon Com Inc | $1B | 4.4% | 4.3M | +851K (+25%) | 8 of 8 | |
| 9 |  META Meta Platforms Inc | $929M | 4.0% | 1.6M | −71K (−4%) | 8 of 8 | |
| 10 |  MKL Markel Group Inc | $794M | 3.4% | 407K | +23K (+6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Davis Selected Advisers 13F FAQ
What does Davis Selected Advisers own?
Davis Selected Advisers reported 112 stocks worth $23.3B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are COF (7.1%), USB (5.6%) and CVS (5.3%). The table above lists every position in the filing (the top 10 without an account).
What did Davis Selected Advisers buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 18 added to, 84 trimmed and 2 sold out. New positions include DVN and SBAC. It sold all of CTRA and CCI.
When will Davis Selected Advisers file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Davis Selected Advisers's portfolio worth?
The Q2 2026 filing reports $23.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.