DAVIS SELECTED ADVISERS is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $23.3B in reported equity holdings across 112 positions. The largest holdings are COF (7.1%), USB (5.6%), CVS (5.3%), VICI (5.1%), LRCX (4.9%). The portfolio is concentrated in Other (78.6%), Communication Services (9.2%), Healthcare (7.9%). Data sourced from SEC EDGAR 13F filings (CIK 1036325).