Davis Selected Advisers
- SEC CIK
- 0001036325
- Latest filing
- Aug 11, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 11, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 114
- −7 vs. Q1 2022
- Portfolio value
- $15.6B
- −$4.21B (−21.2%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 239,369 | $521.6M | 3.3% | −12,148−4.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 3,304,953 | $532.9M | 3.4% | −47,307−1.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 5,206,603 | $553.0M | 3.5% | −158,737−3.0% | ReducedConverted for a 20-for-1 split | History |
| JDJD.com, Inc. | SPON ADS CL A | 8,670,281 | $556.8M | 3.6% | −230,802−2.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 258,487 | $565.4M | 3.6% | −12,878−4.7% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 13,833,713 | $577.0M | 3.7% | −409,876−2.9% | Reduced | History |
| VTRSViatris Inc | Stock | 55,466,147 | $580.7M | 3.7% | −1,200,143−2.1% | Reduced | History |
| INTCIntel Corp | Stock | 16,579,278 | $620.2M | 4.0% | −148,667−0.9% | Reduced | History |
| AMATApplied Materials Inc | Stock | 7,415,384 | $674.7M | 4.3% | −636,567−7.9% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 16,628,587 | $765.2M | 4.9% | −636,878−3.7% | Reduced | History |
| CICigna Group | Stock | 3,138,133 | $827.0M | 5.3% | −223,850−6.7% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2,238 | $915.2M | 5.9% | −111−4.7% | Reduced | History |
| COFCapital One Financial Corp | Stock | 10,960,176 | $1.14B | 7.3% | −425,998−3.7% | Reduced | History |
| WFCWells Fargo & Company | Stock | 32,639,532 | $1.28B | 8.2% | −1,327,986−3.9% | Reduced | History |
Sold out since Q1 2022 (9)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| DIDIYDiDi Global Inc. | SPONSORED ADS | 46,147,871 | $115.4M | 0.6% | History |
| YAlleghany Corp | COM | 75,902 | $64.3M | 0.3% | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 838,034 | $21.7M | 0.1% | History |
| ACCAmerican Campus Communities Inc | COM | 380,075 | $21.3M | 0.1% | History |
| VRMVroom, Inc. | COM | 7,227,158 | $19.2M | 0.1% | History |
| Missfresh Ltd60500F105 | ADS | 6,172,251 | $5.58M | <0.1% | – |
| VNOVornado Realty Trust | SH BEN INT | 105,270 | $4.77M | <0.1% | History |
| TCOMTrip.com Group Ltd | ADS | 49,106 | $1.14M | <0.1% | History |
| Fang Hldgs Ltd30711Y300 | ADR NEW | 75,977 | $268.0K | <0.1% | – |