Holdings

Davis Research Fund

As of Jul 31, 2026, Davis Research Fund reported 59 positions worth US$77M. Largest: Amazon.com, Inc., Berkshire Hathaway Inc. and Microsoft Corp. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Amazon.com, Inc.25,635US$6.96M+1,275Jul 31, 2026
Berkshire Hathaway Inc.11,235US$5.75M−6Jul 31, 2026
Microsoft Corp.11,378US$5.29M+1,080Jul 31, 2026
Sap Se23,885US$4.38M+5,230Jul 31, 2026
U.s. Bancorp54,075US$3.41Mno changeJul 31, 2026
Markel Group Inc.1,650US$3.11M+400Jul 31, 2026
Capital One Financial Corporation11,395US$2.38Mno changeJul 31, 2026
Fifth Third Bancorp40,920US$2.31Mno changeJul 31, 2026
Wells Fargo & Company26,115US$2.26Mno changeJul 31, 2026
Texas Instruments Incorporated7,750US$2.14M−4,810Jul 31, 2026