Davis Selected Advisers Reveals Significant Stock Changes in Latest Filing
Davis Selected Advisers recently disclosed a portfolio update through a 13F filing, revealing its holdings for the period ending March 31, 2025. A full breakdown of the portfolio can be accessed on Quiver Quantitative, allowing for deeper insights into other fund movements as well.
Key Stock Movements Identified
According to our assessments, notable stock movements include:
- An increase of 3,372,511 shares of $QSR, valued at approximately $224,744,133, reflecting an increase of roughly inf% from the previous position.
- A reduction of 282,347 shares of $META, valued at around $162,733,517, resulting in an 11% decrease from the prior position.
- An addition of 1,598,896 shares of $TSN, amounting to about $102,025,554, which marks a 52% increase compared to previous holdings.
- An increase of 1,115,836 shares of $TCOM, valued at approximately $70,944,853, representing a 30% rise from earlier positions.
- A notable decrease of 2,556,933 shares of $INTC, valued at approximately $58,067,948, which constitutes a complete exit from the position.
- A decline of 287,628 shares of $AMZN, valued around $54,724,103, resulting in an 8% reduction compared to the previous holding.
It is important to note that discrepancies may exist in these estimates due to potential filing errors by the funds, parsing errors on our end, or other anomalies.
The views and opinions expressed herein are those of the author and do not necessarily reflect those of Nasdaq, Inc.
