Davis Large Cap Value Portfolio
Portfolio holdings sorted by percent of assets as of September 30, 2017

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Security DescriptionSymbol
Alphabet (Class A and C) MULTI
Amazon.com AMZN
Berkshire Hathaway–Class B BRK/B
Wells Fargo WFC
JPMorgan Chase JPM
Bank of New York Mellon BK
American Express AXP
Apache APA
Capital One Financial COF
United Technologies UTX
Facebook FB
Adient PLC ADNT
Aetna AET
Encana ECA
Johnson Controls JCI
Texas Instruments TXN
Occidental Petroleum OXY
Security DescriptionSymbol
Costco Wholesale COST
Praxair PX
Cabot Oil & Gas COG
FedEx FDX
Delphi Automotive PLC DLPH
CarMax KMX
Liberty Global PLC–Series C LBTYK
Axalta Coating Systems AXTA
Express Scripts Holding ESRX
Loews L
Microsoft MSFT
UnitedHealth Group UNH
Visa–Class A V
Chubb CB
Oracle ORCL
Ecolab ECL
Liberty Interactive–Series A QVCA