Davis All-Cap Portfolio
Portfolio holdings sorted by percent of assets as of June 30, 2017

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Security DescriptionSymbol
Alphabet (Class A and C) MULTI
Amazon.com AMZN
Apache APA
Wells Fargo WFC
Cabot Oil & Gas COG
United Technologies UTX
Delphi Automotive PLC DLPH
Encana ECA
UnitedHealth Group UNH
Aetna AET
Angie's List ANGI
Berkshire Hathaway–Class B BRK/B
Eaton PLC ETN
Adient PLC ADNT
JPMorgan Chase JPM
Johnson Controls JCI
Facebook FB
Markel MKL
Security DescriptionSymbol
Axalta Coating Systems AXTA
JD.com–ADR JD
FedEx FDX
Applied Materials AMAT
Liberty Global PLC–Series C LBTYK
Oracle ORCL
Texas Instruments TXN
Diplomat Pharmacy DPLO
ZTO Express Cayman–ADR ZTO
Microsoft MSFT
Capital One Financial COF
Express Scripts Holding ESRX
Fang, Class A–ADR SFUN
SAP SE–ADR SAP
Concho Resources CXO
Quest Diagnostics DGX
Quotient Technology QUOT
Vipshop Holdings–ADR VIPS