Davis Selected Advisers, LP
Managed by Christopher Davis. $21.78B disclosed long-equity portfolio across 112 positions.
| # | Stock | Value | % of Portfolio |
|---|---|---|---|
| 1 | Capital One Financial Corp. | $1.56B | 7.15% |
| 2 | Coterra Energy, Inc. | $1.30B | 5.99% |
| 3 | U.S. Bancorp | $1.16B | 5.31% |
| 4 | Viatris Inc. | $1.06B | 4.85% |
| 5 | Meta Platforms, Inc., Class A | $983.6M | 4.52% |
| 6 | MGM Resorts International | $899.2M | 4.13% |
| 7 | Alphabet Inc., Class A | $889.9M | 4.09% |
| 8 | CVS Health Corporation | $879.1M | 4.04% |
| 9 | Tyson Foods Inc | $838.7M | 3.85% |
| 10 | Markel Group, Inc | $734.0M | 3.37% |
| 11 | Amazon.com, Inc. | $713.4M | 3.28% |
| 12 | Berkshire Hathaway Inc., Class A | $662.8M | 3.04% |
| 13 | Wells Fargo & Co. | $652.1M | 2.99% |
| 14 | Cigna Group | $595.9M | 2.74% |
| 15 | Texas Instruments, Inc. | $553.2M | 2.54% |
| 16 | Teck Resources Ltd., Class B | $547.8M | 2.51% |
| 17 | JBS N.V., Class A | $471.4M | 2.16% |
| 18 | LyondellBasell Industries N.V. | $450.9M | 2.07% |
| 19 | Solventum Corp. | $413.4M | 1.90% |
| 20 | Applied Materials, Inc. | $409.2M | 1.88% |
| 21 | Chubb Ltd. | $389.6M | 1.79% |
| 22 | Berkshire Hathaway Inc., Class B | $359.3M | 1.65% |
| 23 | UnitedHealth Group Inc. | $337.6M | 1.55% |
| 24 | Trip.com Group Ltd., ADR | $326.4M | 1.50% |
| 25 | Quest Diagnostics Inc. | $317.1M | 1.46% |
For full quarterly history, transactions, and the investor profile, see Christopher Davis's page →
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Davis Selected Advisers, LP — overview
Christopher Davis runs Davis Selected Advisers, LP. Multi-generational value firm. Extremely long time horizons, family holds positions across decades. As of the Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $21.8B across 112 positions. The largest holdings are Capital One Financial Corp., Coterra Energy, Inc., and U.S. Bancorp (Capital One Financial Corp. alone is 7.2% of the book).
Key takeaways
- Disclosed Q1 2026 portfolio: $21.8B.
- Top holdings: Capital One Financial Corp., Coterra Energy, Inc., and U.S. Bancorp.