DCSYX
Davis Balanced Fund
DAVIS SERIES INC

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
STONEX REPO 0 22,510,000 22,510,000 7.75% $22.51M
Nomura Repo 0 10,468,000 10,468,000 3.60% $10.47M
BREAN REPO 0 5,234,000 5,234,000 1.80% $5.23M
RENAISSANCERE 0 10,600 10,600 1.08% $3.15M
PMT LOAN TRUST PMTLT 2025 J3 A3 144A 0 1,260,596 1,260,596 0.43% $1.24M
CHASE 2024-RPL2 A1B 144A FRN 08-25-64 0 861,818 861,818 0.26% $768.80K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
STONEX REPO REPO - 02Jan26 19,744,000 0 -19,744,000 0.00% -$19.74M
Nomura Repo REPO - 02Jan26 7,176,000 0 -7,176,000 0.00% -$7.18M
BREAN REPO REPO - 02Jan26 3,588,000 0 -3,588,000 0.00% -$3.59M
Goldman Sachs Group, Inc. (The) 3,500,000 0 -3,500,000 0.00% -$3.50M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SOLVENTUM CORP 113,020 122,050 9,030 2.74% -$985.84K
THE CIGNA GROUP 21,960 29,690 7,730 2.73% $1.88M
JBS NV COMMON STOCK EUR.01 212,030 416,400 204,370 2.58% $4.42M
FEDERAL HOME LN MTG CORP 06/55 5.75 4,136,111 4,195,853 59,742 1.44% $12.56K
BREAN ASSET BACKED SECURITIES BABS 2022 RM3 A 144A 866,366 870,162 3,796 0.29% $3.96K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
VIATRIS INC 1,104,050 1,056,360 -47,690 4.91% $526.00K
CAPITAL ONE FINANCIAL CORP 83,109 76,518 -6,591 4.81% -$6.18M
APPLIED MATERIALS INC 62,646 38,949 -23,697 4.58% -$2.79M
ALPHABET INC CL C 30,614 26,492 -4,122 2.62% -$2.01M
JULIUS BAER GROUP LTD COMMON STOCK CHF.02 73,930 55,650 -18,280 1.41% -$1.68M
JPMORGAN CHASE and CO 13,744 13,648 -96 1.38% -$413.90K
WELLS FARGO & CO 53,478 37,898 -15,580 1.04% -$1.97M
DBS GROUP HOLDINGS LTD COMMON STOCK 98,317 65,317 -33,000 1.00% -$1.40M
FNMA POOL BM7528 FN 07/54 FLOATING VAR 2,887,468 2,876,185 -11,282 0.98% $5.86K
META PLATFORMS INC CL A 6,559 4,330 -2,229 0.85% -$1.85M
Small Business Administration Pools 2,430,355 2,302,460 -127,895 0.79% -$132.68K
DANSKE BANK A/S COMMON STOCK DKK10.0 102,710 44,690 -58,020 0.76% -$2.93M
FNMA POOL BM7752 FN 06/55 FLOATING VAR 1,856,520 1,681,117 -175,403 0.59% -$189.80K
GOVERNMENT NATIONAL MORTGAGE A GNR 2023 147 DV 1,695,316 1,657,549 -37,766 0.57% -$40.91K
FNMA POOL BM7225 FN 05/53 FLOATING VAR 1,631,420 1,510,537 -120,882 0.52% -$133.43K
Brean Asset-Backed Securities Trust, Series 2021-RM1, Class A 1,611,109 1,502,080 -109,029 0.49% -$99.65K
GNMA II POOL 786935 G2 08/73 VARIABLE 1,469,319 1,455,262 -14,057 0.49% -$14.77K
FNMA POOL BM7583 FN 11/54 FLOATING VAR 1,574,409 1,356,464 -217,945 0.48% -$236.53K
FANNIE MAE REMICS FNR 2024 90 B 1,442,799 1,237,638 -205,161 0.43% -$205.50K
Brean Asset Backed Securities Trust 2021-RM2 1,237,666 1,210,166 -27,500 0.41% -$19.20K
FREDDIE MAC FHR 5386 EA 1,482,038 1,141,933 -340,105 0.39% -$340.58K
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION SER 2020-H16 CL FN V/R 5.36411000 1,080,748 1,065,840 -14,907 0.37% -$16.68K
Government National Mortgage Association 969,799 883,372 -86,427 0.32% -$84.42K
GNMA II POOL 787068 922,431 876,926 -45,505 0.29% -$49.40K
SBA POOL 530303 SBA 01/33 FLOATING VAR 893,245 830,879 -62,367 0.29% -$64.32K
MONTANA HIGHER EDUCATION STUDE MHESA 2012 1 A3 843,464 804,900 -38,564 0.28% -$34.69K
FED HM LN PC POOL G60660 589,797 510,170 -79,628 0.18% -$92.10K
GOVERNMENT NATIONAL MORTGAGE A GNR 2022 207 BT 507,971 448,757 -59,214 0.16% -$66.74K
GOVERNMENT NATIONAL MORTGAGE A GNR 2023 111 GA 567,600 403,746 -163,853 0.14% -$164.29K
GOVERNMENT NATIONAL MORTGAGE GNR 2023 136 EA 431,723 399,567 -32,156 0.14% -$32.80K
FNMA POOL AL8809 404,798 389,582 -15,216 0.13% -$19.76K
SBA POOL 530285 SBA 01/33 FLOATING VAR 268,853 213,515 -55,338 0.07% -$55.29K
FREDDIE MAC FHR 5028 BD 212,253 198,190 -14,063 0.07% -$13.92K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BERKSHIRE HATH-B 35,796 35,796 0 5.91% -$839.42K
QUEST DIAGNOSTICS INC 74,140 74,140 0 5.00% $1.66M
CVS HEALTH CORP 180,220 180,220 0 4.46% -$1.36M
COTERRA ENERGY INC 363,660 363,660 0 4.40% $3.21M
AMAZON.COM INC 44,080 44,080 0 3.16% -$994.00K
CHUBB LTD 22,955 22,955 0 2.58% $317.01K
BANK OF NEW YORK MELLON CORP 49,500 49,500 0 2.02% $125.73K
TEXAS INSTRUMENTS INC 26,473 26,473 0 1.77% $546.67K
MARKEL GROUP INC 2,640 2,640 0 1.74% -$621.93K
Vale S.A. SPONS ADS REPR 1 COM NPV 296,950 296,950 0 1.63% $855.22K
TOURMALINE OIL CORP COMMON STOCK 98,280 98,280 0 1.62% $295.16K
AGCO CORP 36,040 36,040 0 1.44% $416.26K
OWENS CORNING INC 37,600 37,600 0 1.40% -$138.74K
JOHNSON CONTROLS 25,567 25,567 0 1.15% $286.35K
AUMOVIO SE COMMON STOCK 83,600 83,600 0 1.13% -$923.86K
AIA GROUP LTD COMMON STOCK 284,360 284,360 0 1.09% $232.67K
MICROSOFT CORP 5,751 5,751 0 0.73% -$652.45K
UNITEDHEALTH GRP 6,960 6,960 0 0.65% -$414.26K
UPJOHN INC 1,925,000 1,925,000 0 0.60% -$15.67K
US BANCORP DEL 32,635 32,635 0 0.58% -$44.06K
AMERICAN EAGLE NORTHWEST LLC W AMEHSG 12/28 FIXED 5.48 815,000 815,000 0 0.28% -$4.11K

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