HoldingsChannel.com
Davis Selected Advisers Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Wells Fargo & Co. 26,485,994 -981,274 $1,424,946
     WFC26,485,994-981,274$1,424,946
Berkshire Hathaway Inc. Class A      $1,416,815
     BRK.A3,125-119$1,061,219
     BRK.B1,569,962-23,590$355,596
Capital One Financial Corp. 13,225,015 -438,025 $1,360,986
     COF13,225,015-438,025$1,360,986
New Oriental Education & Tech ADR 10,241,402 -381,174 $1,241,770
     EDU10,241,402-381,174$1,241,770
Alphabet Inc. Class C 881,613 -33,444 $1,178,734
     GOOG881,613-33,444$1,178,734
United Technologies Corp. 7,576,268 -293,205 $1,134,622
     UTX7,576,268-293,205$1,134,622
Amazon.com Inc. 607,030 -23,234 $1,121,694
     AMZN607,030-23,234$1,121,694
JPMorgan Chase & Co. 7,385,354 -316,331 $1,029,518
     JPM7,385,354-316,331$1,029,518
Applied Materials Inc. 15,079,298 -465,632 $920,440
     AMAT15,079,298-465,632$920,440
Facebook Inc Class A 4,324,023 -142,625 $887,506
     FB4,324,023-142,625$887,506
Alibaba Group Holding Ltd. ADR 4,090,570 -86,037 $867,610
     BABA4,090,570-86,037$867,610
Bank of New York Mellon Corp. 15,689,291 -590,052 $789,642
     BK15,689,291-590,052$789,642
American Express Co. 5,559,654 -297,252 $692,121
     AXP5,559,654-297,252$692,121
Alphabet Inc. Class A 434,227 -17,661 $581,599
     GOOGL434,227-17,661$581,599
Apache Corp. 20,131,629 -1,864,927 $515,168
     APA20,131,629-1,864,927$515,168
Intel Corp. 8,421,171 +1,107,396 $504,007
     INTC8,421,171+1,107,396$504,007
U.S. Bancorp 8,384,749 -301,231 $497,132
     USB8,384,749-301,231$497,132
Texas Instruments Inc. 3,763,659 -128,409 $482,840
     TXN3,763,659-128,409$482,840
Quest Diagnostics Inc. 3,904,487 -73,965 $416,960
     DGX3,904,487-73,965$416,960
Chubb Ltd. 1,933,719 -68,210 $301,003
     CB1,933,719-68,210$301,003
Markel Corp. 216,521 -8,548 $247,520
     MKL216,521-8,548$247,520
Microsoft Corp. 1,237,840 -506,692 $195,207
     MSFT1,237,840-506,692$195,207
JD.com Inc. Class A ADR 5,202,770 -72,293 $183,294
     JD5,202,770-72,293$183,294
Encana Corp. 37,942,550 -11,014,030 $177,951
     ECA37,942,550-11,014,030$177,951
Magnolia Oil & Gas Corp. Class A 12,036,669 -176,455 $151,421
     MGY12,036,669-176,455$151,421
Loews Corp. 2,451,543 -95,251 $128,681
     L2,451,543-95,251$128,681
Oracle Corp. 2,394,461 -131,024 $126,859
     ORCL2,394,461-131,024$126,859
Bank of N.T. Butterfield & Son Ltd. 3,305,459 -24,197 $122,368
     NTB3,305,459-24,197$122,368
Hollysys Automation Technologies Ltd. 6,602,765 -26,338 $108,351
     HOLI6,602,765-26,338$108,351
Booking Holdings Inc. 48,595 -2,855 $99,801
     BKNG48,595-2,855$99,801
Adient plc 4,561,745 -4,391,131 $96,937
     ADNT4,561,745-4,391,131$96,937
Bank of America Corp. 2,497,058 -55,794 $87,946
     BAC2,497,058-55,794$87,946
Davis Select U.S. Equity 3,169,516 UNCH $81,919
     DUSA3,169,516UNCH$81,919
Davis Select International 3,654,046 UNCH $69,518
     DINT3,654,046UNCH$69,518
UnitedHealth Group Inc. 221,196 -13,885 $65,027
     UNH221,196-13,885$65,027
CVS Health Corp. 812,308 -253,227 $60,346
     CVS812,308-253,227$60,346
State Street Corp. 725,580 -17,544 $57,393
     STT725,580-17,544$57,393
Goldman Sachs Group Inc. 231,322 -11,162 $53,188
     GS231,322-11,162$53,188
Qorvo Inc. 439,106 -26,638 $51,037
     QRVO439,106-26,638$51,037
PNC Financial Services Group Inc. 317,399 -17,718 $50,666
     PNC317,399-17,718$50,666
Davis Select Financial 1,904,737 UNCH $48,518
     DFNL1,904,737UNCH$48,518
Humana Inc. 129,184 -5,082 $47,349
     HUM129,184-5,082$47,349
Davis Select Worldwide 1,803,388 UNCH $45,265
     DWLD1,803,388UNCH$45,265
Charles Schwab Corp. 901,116 -32,692 $42,857
     SCHW901,116-32,692$42,857
Johnson Controls International PLC 983,200 -7,933 $40,026
     JCI983,200-7,933$40,026
Eaton Corp. PLC 418,036 -14,471 $39,596
     ETN418,036-14,471$39,596
Alleghany Corporation 49,351 -2,462 $39,460
     Y49,351-2,462$39,460
Quotient Technology Inc. 3,952,738 -256,284 $38,974
     QUOT3,952,738-256,284$38,974
58.com Inc. Class A ADR 572,072 +549,282 $37,030
     WUBA572,072+549,282$37,030
Cigna Corp. 177,340 -9,776 $36,264
     CI177,340-9,776$36,264

See Full List: All Stocks Held By Davis Selected Advisers
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Davis Selected Advisers

Size ($ in 1000's)
At 12/31/2019: $20,911,605
At 09/30/2019: $19,874,750

Davis Selected Advisers holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Davis Selected Advisers 13F filings. Link to 13F filings: SEC filings

Davis Selected Advisers Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.