DAVIS SELECTED ADVISERS Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$19.2B
Holdings
107
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (107 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SNPSSynopsys, Inc. | 8,655 | $4.3B | 22.29% | |
| 102 | 8CWCrown Castle, Inc. | 43,240 | $4.2B | 21.78% | |
| 103 | TSMTaiwan Semiconductor Manufacturing, ADR | 7,200 | $2.0B | 10.50% | |
| 104 | LRCXLam Research Corp. | 12,280 | $1.6B | 8.58% | |
| 105 | IVEiShares S&P 500 Value Index Fund | 6,614 | $1.4B | 7.13% | |
| 106 | CCKCrown Holdings, Inc. | 8,570 | $827.8M | 4.32% | |
| 107 | RHRH | 2,240 | $455.1M | 2.38% |
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