HoldingsChannel.com
Davis Selected Advisers Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Amazon.com Inc. 539,423 -67,607 $1,051,724
     AMZN539,423-67,607$1,051,724
Berkshire Hathaway Inc. Class A      $1,037,646
     BRK.A2,809-316$764,048
     BRK.B1,496,460-73,502$273,598
Alphabet Inc. Class C 800,800 -80,813 $931,178
     GOOG800,800-80,813$931,178
United Technologies Corp. 8,732,839 +1,156,571 $823,769
     UTX8,732,839+1,156,571$823,769
Capital One Financial Corp. 15,994,663 +2,769,648 $806,451
     COF15,994,663+2,769,648$806,451
Wells Fargo & Co. 27,636,091 +1,150,097 $793,156
     WFC27,636,091+1,150,097$793,156
Applied Materials Inc. 16,342,040 +1,262,742 $748,792
     AMAT16,342,040+1,262,742$748,792
New Oriental Education & Tech ADR 6,775,217 -3,466,185 $733,349
     EDU6,775,217-3,466,185$733,349
Facebook Inc Class A 4,188,254 -135,769 $698,601
     FB4,188,254-135,769$698,601
Alibaba Group Holding Ltd. ADR 3,580,944 -509,626 $696,422
     BABA3,580,944-509,626$696,422
JPMorgan Chase & Co. 7,230,895 -154,459 $650,998
     JPM7,230,895-154,459$650,998
Bank of New York Mellon Corp. 15,417,191 -272,100 $519,251
     BK15,417,191-272,100$519,251
Alphabet Inc. Class A 414,378 -19,849 $481,487
     GOOGL414,378-19,849$481,487
American Express Co. 5,396,526 -163,128 $461,997
     AXP5,396,526-163,128$461,997
Intel Corp. 8,400,422 -20,749 $454,631
     INTC8,400,422-20,749$454,631
U.S. Bancorp 13,102,156 +4,717,407 $451,369
     USB13,102,156+4,717,407$451,369
Texas Instruments Inc. 3,684,270 -79,389 $368,169
     TXN3,684,270-79,389$368,169
Quest Diagnostics Inc. 3,866,858 -37,629 $310,509
     DGX3,866,858-37,629$310,509
Chubb Ltd. 1,741,055 -192,664 $194,458
     CB1,741,055-192,664$194,458
Markel Corp. 205,300 -11,221 $190,496
     MKL205,300-11,221$190,496
JD.com Inc. Class A ADR 4,104,087 -1,098,683 $166,216
     JD4,104,087-1,098,683$166,216
Raytheon Co. 1,040,096 +1,040,096 $136,409
     RTN1,040,096+1,040,096$136,409
Oracle Corp. 2,153,893 -240,568 $104,098
     ORCL2,153,893-240,568$104,098
Microsoft Corp. 575,739 -662,101 $90,800
     MSFT575,739-662,101$90,800
Apache Corp. 20,789,074 +657,445 $86,898
     APA20,789,074+657,445$86,898
Hollysys Automation Technologies Ltd. 6,697,115 +94,350 $86,393
     HOLI6,697,115+94,350$86,393
Loews Corp. 2,342,854 -108,689 $81,602
     L2,342,854-108,689$81,602
Bank of America Corp. 3,198,648 +701,590 $67,907
     BAC3,198,648+701,590$67,907
Booking Holdings Inc. 47,805 -790 $64,313
     BKNG47,805-790$64,313
Davis Select U.S. Equity 3,234,982 +65,466 $62,917
     DUSA3,234,982+65,466$62,917
Bank of N.T. Butterfield & Son Ltd. 3,328,708 +23,249 $56,688
     NTB3,328,708+23,249$56,688
Davis Select International 3,774,558 +120,512 $56,250
     DINT3,774,558+120,512$56,250
Cigna Corp. 316,250 +138,910 $56,033
     CI316,250+138,910$56,033
UnitedHealth Group Inc. 215,616 -5,580 $53,770
     UNH215,616-5,580$53,770
Magnolia Oil & Gas Corp. Class A 12,202,748 +166,079 $48,811
     MGY12,202,748+166,079$48,811
CVS Health Corp. 804,619 -7,689 $47,738
     CVS804,619-7,689$47,738
PNC Financial Services Group Inc. 481,645 +164,246 $46,103
     PNC481,645+164,246$46,103
58.com Inc. Class A ADR 912,598 +340,526 $44,462
     WUBA912,598+340,526$44,462
Qorvo Inc. 452,915 +13,809 $36,519
     QRVO452,915+13,809$36,519
Davis Select Worldwide 1,873,537 +70,149 $36,066
     DWLD1,873,537+70,149$36,066
State Street Corp. 671,664 -53,916 $35,780
     STT671,664-53,916$35,780
Johnson Controls International PLC 1,275,712 +292,512 $34,393
     JCI1,275,712+292,512$34,393
Goldman Sachs Group Inc. 212,183 -19,139 $32,801
     GS212,183-19,139$32,801
Davis Select Financial 1,959,793 +55,056 $32,738
     DFNL1,959,793+55,056$32,738
Eaton Corp. PLC 417,358 -678 $32,425
     ETN417,358-678$32,425
Charles Schwab Corp. 839,864 -61,252 $28,236
     SCHW839,864-61,252$28,236
Owens Corning 707,326 +395,309 $27,451
     OC707,326+395,309$27,451
Quotient Technology Inc. 3,849,779 -102,959 $25,024
     QUOT3,849,779-102,959$25,024
Alleghany Corporation 45,069 -4,282 $24,894
     Y45,069-4,282$24,894
Prologis Inc. 297,672 -54,686 $23,924
     PLD297,672-54,686$23,924

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 03/31/2020: $14,761,304
At 12/31/2019: $20,911,605

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.