HoldingsChannel.com
Davis Selected Advisers Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Berkshire Hathaway Inc. Class A      $1,413,780
     BRK.A3,351-50$1,066,791
     BRK.B1,627,758-46,496$346,989
Wells Fargo & Co. 27,729,864 +193,907 $1,312,177
     WFC27,729,864+193,907$1,312,177
Capital One Financial Corp. 13,836,387 +62,409 $1,255,514
     COF13,836,387+62,409$1,255,514
Amazon.com Inc. 659,356 -18,776 $1,248,576
     AMZN659,356-18,776$1,248,576
New Oriental Education & Tech ADR 11,119,591 +640,367 $1,073,930
     EDU11,119,591+640,367$1,073,930
United Technologies Corp. 8,206,472 -70,338 $1,068,483
     UTX8,206,472-70,338$1,068,483
Alphabet Inc. Class C 959,294 -22,010 $1,036,910
     GOOG959,294-22,010$1,036,910
Facebook Inc Class A 4,657,716 -655,249 $898,939
     FB4,657,716-655,249$898,939
JPMorgan Chase & Co. 7,924,152 -27,657 $885,920
     JPM7,924,152-27,657$885,920
American Express Co. 6,128,392 -183,393 $756,489
     AXP6,128,392-183,393$756,489
Bank of New York Mellon Corp. 16,716,368 -330,557 $738,028
     BK16,716,368-330,557$738,028
Applied Materials Inc. 15,880,737 +364,769 $713,204
     AMAT15,880,737+364,769$713,204
Alibaba Group Holding Ltd. ADR 4,173,186 -21,851 $707,146
     BABA4,173,186-21,851$707,146
Apache Corp. 23,008,783 -1,142,683 $666,564
     APA23,008,783-1,142,683$666,564
Alphabet Inc. Class A 469,166 -10,066 $508,013
     GOOGL469,166-10,066$508,013
U.S. Bancorp 9,056,196 -170,216 $474,545
     USB9,056,196-170,216$474,545
Texas Instruments Inc. 4,081,608 -84,624 $468,405
     TXN4,081,608-84,624$468,405
Quest Diagnostics Inc. 4,001,170 +362,109 $407,359
     DGX4,001,170+362,109$407,359
Intel Corp. 7,473,706 +6,648,828 $357,766
     INTC7,473,706+6,648,828$357,766
Chubb Ltd. 2,157,578 -27,381 $317,790
     CB2,157,578-27,381$317,790
Adient plc 11,849,046 -531,789 $287,576
     ADNT11,849,046-531,789$287,576
Encana Corp. 50,296,797 +9,233,820 $258,023
     ECA50,296,797+9,233,820$258,023
Markel Corp. 235,429 -3,203 $256,523
     MKL235,429-3,203$256,523
Microsoft Corp. 1,800,433 -46,626 $241,186
     MSFT1,800,433-46,626$241,186
Loews Corp. 4,031,184 -93,354 $220,385
     L4,031,184-93,354$220,385
JD.com Inc. Class A ADR 6,465,282 -803,578 $195,833
     JD6,465,282-803,578$195,833
Oracle Corp. 2,624,661 -141,168 $149,527
     ORCL2,624,661-141,168$149,527
Magnolia Oil & Gas Corp. Class A 12,365,434 -40,936 $143,192
     MGY12,365,434-40,936$143,192
Hollysys Automation Technologies Ltd. 6,707,397 -37,051 $127,441
     HOLI6,707,397-37,051$127,441
Bank of N.T. Butterfield & Son Ltd. 3,338,242 -4,569 $113,367
     NTB3,338,242-4,569$113,367
Booking Holdings Inc. 53,680 -1,190 $100,634
     BKNG53,680-1,190$100,634
Davis Select U.S. Equity 3,169,516 UNCH $74,243
     DUSA3,169,516UNCH$74,243
Davis Select International 3,654,046 UNCH $65,180
     DINT3,654,046UNCH$65,180
CVS Health Corp. 1,101,682 -22,557 $60,031
     CVS1,101,682-22,557$60,031
Alleghany Corporation 79,419 -1,570 $54,093
     Y79,419-1,570$54,093
Goldman Sachs Group Inc. 261,932 -5,270 $53,591
     GS261,932-5,270$53,591
UnitedHealth Group Inc. 199,480 +75,479 $48,675
     UNH199,480+75,479$48,675
Quotient Technology Inc. 4,526,779 -214,469 $48,618
     QUOT4,526,779-214,469$48,618
Bank of America Corp. 1,643,010 +134,090 $47,647
     BAC1,643,010+134,090$47,647
PNC Financial Services Group Inc. 327,451 -6,330 $44,952
     PNC327,451-6,330$44,952
Davis Select Financial 1,904,737 UNCH $44,380
     DFNL1,904,737UNCH$44,380
Davis Select Worldwide 1,803,388 UNCH $42,067
     DWLD1,803,388UNCH$42,067
Johnson Controls International PLC 1,002,195 -12,165,092 $41,401
     JCI1,002,195-12,165,092$41,401
State Street Corp. 736,636 -7,820 $41,296
     STT736,636-7,820$41,296
Noah Holdings Ltd. ADS 943,832 +6,197 $40,160
     NOAH943,832+6,197$40,160
KKR & Co. Inc. Class A 1,512,690 -30,280 $38,226
     KKR1,512,690-30,280$38,226
Yirendai Ltd. ADR 2,692,098 +12,859 $37,043
     YRD2,692,098+12,859$37,043
Eaton Corp. PLC 437,499 -6,841 $36,435
     ETN437,499-6,841$36,435
Everest Re Group Ltd. 147,322 -25,420 $36,415
     RE147,322-25,420$36,415
Humana Inc. 133,960 +133,960 $35,540
     HUM133,960+133,960$35,540

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 06/30/2019: $20,217,427
At 03/31/2019: $20,332,024

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

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