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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.91 | 0.91 | 0.00 |
Shares | 99.02 | 99.02 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.61 | 19.63 |
Price to Book | 1.59 | 3.70 |
Price to Sales | 1.67 | 2.36 |
Price to Cash Flow | 9.72 | 13.57 |
Dividend Yield | 2.10 | 1.61 |
5 Years Earnings Growth | 10.80 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 47.73 | 14.22 |
Communication Services | 14.40 | 8.16 |
Technology | 13.53 | 26.58 |
Consumer Cyclical | 10.14 | 10.29 |
Healthcare | 7.21 | 13.75 |
Basic Materials | 3.46 | 2.74 |
Industrials | 2.80 | 10.15 |
Consumer Defensive | 0.73 | 6.51 |
Number of long holdings: 42
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 9.29 | 472.60 | +0.93% | |
Berkshire Hathaway A | US0846701086 | 8.51 | 612,394 | +0.19% | |
Wells Fargo&Co | US9497461015 | 7.78 | 61.23 | +1.61% | |
Capital One Financial | US14040H1059 | 6.88 | 142.87 | +0.22% | |
Amazon.com | US0231351067 | 6.49 | 188.00 | -0.40% | |
Applied Materials | US0382221051 | 4.94 | 207.36 | +0.02% | |
Viatris | US92556V1061 | 3.59 | 11.81 | +0.77% | |
U.S. Bancorp | US9029733048 | 3.49 | 41.68 | +0.24% | |
Bank of NY Mellon | US0640581007 | 3.38 | 57.50 | +0.17% | |
JPMorgan | US46625H1005 | 3.34 | 195.63 | +2.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture Y | 1.77B | 12.30 | 6.42 | 10.03 | ||
Davis Global Y | 600.72M | 8.58 | -2.39 | 6.91 | ||
Davis Financial A | 424.43M | 10.72 | 9.15 | 9.69 | ||
Davis Financial Y | 419.91M | 10.78 | 9.40 | 9.93 | ||
Davis Opportunity A | 312.27M | 8.97 | 8.14 | 10.13 |
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