Davis Selected AdvisersvsSamantha McLemore

Side-by-side current 13F portfolio comparison · 11 shared positions

Whale A

AUM

$21.8B

Positions

112

Shared %

19.2%

Whale B

Patient Capital Management, LLC

AUM

$2.6B

Positions

Shared %

36.3%

Common holdings · 11

Stocks both whales currently hold — sorted by combined value

Stock	Davis weight	Samantha weight	Davis value	Samantha value
META · Meta Platforms, Inc.	4.5%	3.6%	$984M	$94M
GOOGL · Alphabet Inc.	4.1%	7.0%	$890M	$182M
CVS · Cvs Health Corp.	4.0%	3.8%	$879M	$98M
AMZN · Amazon Com Inc.	3.3%	5.0%	$713M	$130M
UNH · Unitedhealth Group Inc.	1.5%	4.7%	$338M	$122M
IAC · Iac Inc.	0.4%	3.6%	$97M	$93M
JPM · Jpmorgan Chase & Co.	0.8%	0.4%	$164M	$9M
NVDA · Nvidia Corp.	0.1%	4.6%	$20M	$119M
CHYM · Chime Finl Inc.	0.2%	2.0%	$48M	$51M
FISV · Fiserv Inc.	0.2%	0.7%	$33M	$17M
JD · Jd.Com Inc.	0.0%	0.9%	$8M	$24M

Unique to Davis Selected Advisers

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
COF · Capital One Financial	7.2%	$1.6B
CTRA · Coterra Energy Inc.	6.0%	$1.3B
USB · Us Bancorp Del	5.3%	$1.2B
VTRS · Viatris Inc.	4.9%	$1.1B
MGM · Mgm Resorts International	4.1%	$899M
TSN · Tyson Foods Inc.	3.9%	$839M
MKL · Markel Group Inc.	3.4%	$734M
BRK-A · Berkshire Hathaway Inc. Del	3.0%	$663M
WFC · Wells Fargo Co. New	3.0%	$652M
CI · The Cigna Group	2.7%	$596M

Unique to Samantha McLemore

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
C · Citigroup Inc.	5.8%	$151M
RPRX · Royalty Pharma Plc	5.0%	$129M
QXO · Qxo Inc.	4.8%	$125M
NCLH · Norwegian Cruise Line Hldg L	4.6%	$118M
BIIB · Biogen Inc.	3.9%	$101M
ET · Energy Transfer L P	3.4%	$87M
PGEN · Precigen Inc.	3.0%	$78M
ILMN · Illumina Inc.	2.9%	$76M
910047109 · United Airls Hldgs Inc.	2.8%	$73M
G7997W102 · Seadrill 2021 Ltd.	2.7%	$71M

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★ WatchlistData from SEC EDGAR · whalstreet.com