StockDriftsStockDriftsTop 50 Davis Selected Advisers Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COF | Capital One Financial Corp. | 7.15% | 8.54M | $1.56B | -0.87%(-75.03K) | $87.49(+134.44%) | 2026-03-31 | |
| CTRA | Coterra Energy, Inc. | 5.99% | 37.12M | $1.30B | +14.08%(+4.58M) | $26.07(+24.90%) | 2026-03-31 | |
| USB | U.S. Bancorp | 5.31% | 22.24M | $1.16B | +0.89%(+196.20K) | $46.05(+34.04%) | 2026-03-31 | |
| VTRS | Viatris Inc. | 4.85% | 78.21M | $1.06B | +0.04%(+33.21K) | $13.50(+23.67%) | 2026-03-31 | |
| META | Meta Platforms, Inc., Class A | 4.52% | 1.72M | $983.6M | -1.93%(-33.82K) | $159.84(+264.68%) | 2026-03-31 | |
| MGM | MGM Resorts International | 4.13% | 24.30M | $899.2M | -9.41%(-2.52M) | $39.24(+20.04%) | 2026-03-31 | |
| GOOGL | Alphabet Inc., Class A | 4.09% | 3.09M | $889.9M | -0.77%(-24.10K) | $44.55(+707.87%) | 2026-03-31 | |
| CVS | CVS Health Corporation | 4.04% | 12.24M | $879.1M | -4.08%(-520.85K) | $56.93(+83.94%) | 2026-03-31 | |
| TSN | Tyson Foods Inc | 3.85% | 13.09M | $838.7M | +2.05%(+263.15K) | $58.19(+1.20%) | 2026-03-31 | |
| MKL | Markel Group, Inc | 3.37% | 383.4K | $734.0M | -7.64%(-31.73K) | $1046.81(+89.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.59% | +84.22% |
| Top 20 Holdings Unweighted | +20.16% | +73.49% |
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