DAVIS SELECTED ADVISERS — 13F holdings

DAVIS SELECTED ADVISERS reported 112 holdings worth $23.3B in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. COF CAPITAL ONE FINL CORP — $1.66B (7.1%)
2. USB US BANCORP DEL — $1.30B (5.6%)
3. CVS CVS HEALTH CORP — $1.23B (5.3%)
4. VTRS VIATRIS INC — $1.19B (5.1%)
5. MGM MGM RESORTS INTERNATIONAL — $1.14B (4.9%)
6. GOOGL ALPHABET INC — $1.05B (4.5%)
7. DVN DEVON ENERGY CORP NEW — $1.05B (4.5%)
8. AMZN AMAZON COM INC — $1.02B (4.4%)
9. META META PLATFORMS INC — $929M (4.0%)
10. MKL MARKEL GROUP INC — $794M (3.4%)