Long-term investor

Davis Selected Advisers @davisselectedadvisers

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001036325).

Record

  • Tracked since 2023-06-30 (1207 days), 133 trades recorded
  • Returns: week n/a · month n/a · 90 days -7.8% · 6 months +4.8% · 1 year +8.5% · all +47.5%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • COF · 7.1% · long · since 2025-06-30
  • USB · 5.6% · long · since 2025-06-30
  • CVS · 5.3% · long · since 2025-06-30
  • VTRS · 5.1% · long · since 2025-06-30
  • MGM · 4.9% · long · since 2025-06-30
  • GOOGL · 4.5% · long · since 2025-06-30
  • DVN · 4.5% · long · since 2026-06-30
  • AMZN · 4.4% · long · since 2025-06-30
  • META · 4.0% · long · since 2025-06-30
  • MKL · 3.4% · long · since 2025-06-30
  • TXN · 3.1% · long · since 2025-06-30
  • TSN · 3.1% · long · since 2025-06-30

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