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home / news releases / TCKRF - Tracking Christopher Davis' Davis Selected Advisers 13F Portfolio - Q4 2023 Update

TCKRF - Tracking Christopher Davis' Davis Selected Advisers 13F Portfolio - Q4 2023 Update

Teck Resources Ltd

2024-02-12 21:06:13 ET

Summary

  • Davis Selected Advisers' 13F portfolio increased by 11% to $17.70B this quarter.
  • The top three holdings make up approximately 26% of the portfolio, while the top five holdings account for around 38%.
  • New stakes include AGCO Corporation, while stakes in MGM Resorts International, Markel Corp, and Quest Diagnostics were increased.

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 2/12/2024. 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 Q3 2023....

For further details see:

Tracking Christopher Davis' Davis Selected Advisers 13F Portfolio - Q4 2023 Update
Stock Information
Company Name: Teck Resources Ltd
Stock Symbol: TCKRF
Market: OTC
Website: teck.com
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