DAVIS SELECTED ADVISERS is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $22.2B in reported equity holdings across 108 positions. The largest holdings are COF (9.4%), USB (5.3%), META (5.2%), AMAT (4.9%), CVS (4.6%). The portfolio is concentrated in Other (81.5%), Communication Services (10.3%), Healthcare (5.5%). Data sourced from SEC EDGAR 13F filings (CIK 1036325).