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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.39 | 1.39 | 0.00 |
Stocks | 98.54 | 98.54 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.67 | 19.94 |
Price to Book | 1.65 | 3.75 |
Price to Sales | 1.46 | 2.40 |
Price to Cash Flow | 9.85 | 13.64 |
Dividend Yield | 2.17 | 1.60 |
5 Years Earnings Growth | 16.28 | 11.57 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 43.93 | 14.07 |
Communication Services | 13.71 | 8.35 |
Technology | 13.22 | 27.24 |
Healthcare | 11.60 | 13.51 |
Consumer Cyclical | 10.30 | 10.03 |
Basic Materials | 3.74 | 2.67 |
Industrials | 2.82 | 9.98 |
Consumer Defensive | 0.67 | 6.41 |
Number of long holdings: 41
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 8.25 | 465.71 | +0.00% | |
Berkshire Hathaway A | US0846701086 | 8.23 | 658,060 | +0.13% | |
Capital One Financial | US14040H1059 | 6.79 | 149.06 | -0.20% | |
Wells Fargo&Co | US9497461015 | 6.62 | 59.59 | -1.32% | |
Amazon.com | US0231351067 | 6.11 | 183.20 | +0.38% | |
Applied Materials | US0382221051 | 5.22 | 205.57 | -0.44% | |
Humana | US4448591028 | 3.81 | 392.12 | -0.13% | |
Viatris | US92556V1061 | 3.29 | 11.90 | -1.49% | |
Danske Bank | DK0010274414 | 3.18 | 210.4 | +0.53% | |
U.S. Bancorp | US9029733048 | 3.18 | 45.37 | -0.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.72B | 13.43 | 4.56 | 9.54 | ||
Davis NY Venture Y | 1.76B | 13.53 | 4.82 | 9.82 | ||
Davis Global Y | 575.92M | 11.86 | -1.98 | 6.91 | ||
Davis Financial A | 465.45M | 10.74 | 6.64 | 9.12 | ||
Davis Financial Y | 446.8M | 10.88 | 6.89 | 9.35 |
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