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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.91 | 0.91 | 0.00 |
Stocks | 99.02 | 99.02 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.61 | 19.65 |
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 | 14.24 |
Communication Services | 14.40 | 8.20 |
Technology | 13.53 | 26.48 |
Consumer Cyclical | 10.14 | 10.25 |
Healthcare | 7.21 | 13.69 |
Basic Materials | 3.46 | 2.75 |
Industrials | 2.80 | 10.19 |
Consumer Defensive | 0.73 | 6.53 |
Number of long holdings: 42
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 9.29 | 466.83 | +0.05% | |
Berkshire Hathaway A | US0846701086 | 8.51 | 627,400 | +1.57% | |
Wells Fargo&Co | US9497461015 | 7.78 | 59.92 | +1.20% | |
Capital One Financial | US14040H1059 | 6.88 | 137.63 | +1.06% | |
Amazon.com | US0231351067 | 6.49 | 176.44 | -1.60% | |
Applied Materials | US0382221051 | 4.94 | 215.08 | -0.67% | |
Viatris | US92556V1061 | 3.59 | 10.60 | +1.10% | |
U.S. Bancorp | US9029733048 | 3.49 | 40.55 | +2.97% | |
Bank of NY Mellon | US0640581007 | 3.38 | 59.61 | +2.04% | |
JPMorgan | US46625H1005 | 3.34 | 202.63 | +1.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture Y | 1.77B | 8.76 | 3.05 | 9.87 | ||
Davis Global Y | 596.2M | 9.18 | -4.30 | 7.29 | ||
Davis Financial A | 443.67M | 7.88 | 5.75 | 9.37 | ||
Davis Financial Y | 432.27M | 7.96 | 6.00 | 9.60 | ||
Davis Opportunity A | 309.9M | 6.06 | 3.94 | 10.17 |
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