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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 | 19.75 |
Price to Book | 1.59 | 3.71 |
Price to Sales | 1.67 | 2.37 |
Price to Cash Flow | 9.72 | 13.66 |
Dividend Yield | 2.10 | 1.60 |
5 Years Earnings Growth | 10.80 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 47.73 | 14.26 |
Communication Services | 14.40 | 8.18 |
Technology | 13.53 | 26.53 |
Consumer Cyclical | 10.14 | 10.26 |
Healthcare | 7.21 | 13.70 |
Basic Materials | 3.46 | 2.74 |
Industrials | 2.80 | 10.16 |
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 | 471.91 | -0.28% | |
Berkshire Hathaway A | US0846701086 | 8.51 | 629,070 | +0.64% | |
Wells Fargo&Co | US9497461015 | 7.78 | 61.12 | +0.10% | |
Capital One Financial | US14040H1059 | 6.88 | 141.82 | +0.55% | |
Amazon.com | US0231351067 | 6.49 | 184.70 | +0.58% | |
Applied Materials | US0382221051 | 4.94 | 212.08 | -0.91% | |
Viatris | US92556V1061 | 3.59 | 10.98 | -0.36% | |
U.S. Bancorp | US9029733048 | 3.49 | 41.45 | -0.48% | |
Bank of NY Mellon | US0640581007 | 3.38 | 59.53 | +1.29% | |
JPMorgan | US46625H1005 | 3.34 | 204.85 | +1.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture Y | 1.81B | 8.76 | 3.05 | 9.87 | ||
Davis Global Y | 626.96M | 9.18 | -4.30 | 7.29 | ||
Davis Financial A | 450.57M | 7.88 | 5.75 | 9.37 | ||
Davis Financial Y | 439.41M | 7.96 | 6.00 | 9.60 | ||
Davis Opportunity A | 318.4M | 6.06 | 3.94 | 10.17 |
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