Davis Selected Advisers has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing lists 117 distinct positions held by the firm, which is headquartered in Tucson, Arizona.
The portfolio is diversified across various sectors, including technology, financial services, and real estate. Major technology holdings include Adobe Inc., Amazon.com, Inc., and Meta Platforms, Inc. The firm also holds significant positions in financial institutions such as JPMorgan Chase & Co., Bank of America Corp., and Wells Fargo & Co.
Real estate investments are represented by holdings in American Tower Corp., Prologis, Inc., and VICI Properties Inc. Additionally, the filing includes stakes in energy companies like Devon Energy Corp. and consumer staples such as Tyson Foods, Inc.
The filing identifies Michaela McLoughry as the Chief Compliance Officer responsible for the report.
