DAVIS SELECTED ADVISERS Q4 2020 Filing
Filed February 12, 2021
Portfolio Value
$20.8B
Holdings
109
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (109 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TFCTruist Financial Corp. | 36,789 | $1.8B | 8.49% | |
| 102 | DXCDXC Technology Co. | 67,379 | $1.7B | 8.35% | |
| 103 | LTRPAUSDLiberty TripAdvisor Hldgs Inc. - A | 314,704 | $1.4B | 6.58% | |
| 104 | LRCXEURLam Research Corp. | 2,455 | $1.2B | 5.58% | |
| 105 | SFUNYFang Holdings Ltd., Class A, ADR | 81,137 | $1.1B | 5.23% | |
| 106 | ULTAUlta Beauty, Inc. | 3,080 | $884.0M | 4.26% | |
| 107 | OTISOtis Worldwide Corp. | 12,579 | $850.0M | 4.09% | |
| 108 | KMXCarMax, Inc. | 3,760 | $355.0M | 1.71% | |
| 109 | IWViShares Russell 3000 ETF | 1,424 | $318.0M | 1.53% |
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