Davis Selected Advisers
- SEC CIK
- 0001036325
- Latest filing
- Aug 11, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 119
- +8 vs. Q1 2021
- Portfolio value
- $24.3B
- +$1.48B (+6.5%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 1,538,419 | $427.6M | 1.8% | +8,869+0.6% | Added | History |
| DIDIYDiDi Global Inc. | SPONSORED ADS | 43,449,548 | $555.8M | 2.3% | +43,449,548 | New | History |
| VTRSViatris Inc | Stock | 41,920,221 | $599.0M | 2.5% | +630,642+1.5% | Added | History |
| TXNTexas Instruments Inc | Stock | 3,311,977 | $636.9M | 2.6% | +3,722+0.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 266,498 | $650.7M | 2.7% | +1,416+0.5% | Added | History |
| INTCIntel Corp | Stock | 12,994,214 | $729.5M | 3.0% | +72,381+0.6% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 15,117,609 | $774.5M | 3.2% | +84,021+0.6% | Added | History |
| AXPAmerican Express Co | Stock | 4,917,390 | $812.5M | 3.3% | −38,197−0.8% | Reduced | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 106,357,379 | $871.1M | 3.6% | +35,821,178+50.8% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 5,705,379 | $887.4M | 3.6% | −655,327−10.3% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 4,366,296 | $990.2M | 4.1% | +286,221+7.0% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2,455 | $1.03B | 4.2% | −13−0.5% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 18,182,687 | $1.04B | 4.3% | +12,416+0.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 3,189,141 | $1.11B | 4.6% | +12,432+0.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 328,299 | $1.13B | 4.6% | +6,459+2.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 454,927 | $1.14B | 4.7% | −123,689−21.4% | Reduced | History |
| AMATApplied Materials Inc | Stock | 9,006,379 | $1.28B | 5.3% | −759,651−7.8% | Reduced | History |
| WFCWells Fargo & Company | Stock | 40,873,138 | $1.85B | 7.6% | −44,281−0.1% | Reduced | History |
| COFCapital One Financial Corp | Stock | 14,585,733 | $2.26B | 9.3% | −1,241,642−7.8% | Reduced | History |
Sold out since Q1 2021 (3)
Positions held at the end of Q1 2021 that are gone from this filing.