INTC - Tracking Christopher Davis' Davis Selected Advisers 13F Portfolio - Q1 2024 Update

2024-05-13 22:19:41 ET

Summary

• Davis Selected Advisers' 13F portfolio value increased to $17.84B, with a decrease in the number of holdings from 103 to 98.
• The top three holdings in the portfolio are Berkshire Hathaway, Meta Platforms, and Capital One Financial.
• Stake increases were seen in Humana Inc. and MGM Resorts International, while stake decreases were seen in Berkshire Hathaway, Meta Platforms, Capital One Financial, Wells Fargo, and Amazon.

This article is part of a series that provides an ongoing analysis of the changes made to Davis Selected Advisers’ 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 5/13/2024. Please visit our Tracking Christopher Davis’ Davis Selected Advisers 13F Portfolio series to get an idea of their investment philosophy and our previous update for the fund’s moves during Q4 2023....

For further details see: