DAVIS SELECTED ADVISERS is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $21.8B in reported equity holdings across 112 positions. The largest holdings are COF (7.2%), CBT (6.0%), USB (5.3%), VICI (4.9%), META (4.5%). The portfolio is concentrated in Other (79.9%), Communication Services (9.2%), Healthcare (6.8%). Data sourced from SEC EDGAR 13F filings (CIK 1036325).