SEC 13F Intelligence

Davis Selected Advisers / SE

Davis Selected Advisers’s Sea Ltd Position

Does Davis Selected Advisers own Sea Ltd (SE)? Yes — 1.85M shares worth $153M (+0.70% of its 13F portfolio) as of Q1 2026, up from 436.5K shares the prior filed quarter.

Position Value
$153M
Q1 2026
Shares
1.85M
% of Portfolio
+0.70%
Quarters Held
8
currently held

Position History SE

Reported value by quarter
Q2 ’24: $47MQ2 ’24Q3 ’24: $61MQ3 ’24Q4 ’24: $68MQ4 ’24Q1 ’25: $67MQ1 ’25Q2 ’25: $72MQ2 ’25Q3 ’25: $79MQ3 ’25Q4 ’25: $56MQ4 ’25Q1 ’26: $153MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.85M$153M+0.70%
Q4 2025436.5K$56M+0.25%
Q3 2025440.6K$79M+0.41%
Q2 2025448.3K$72M+0.38%
Q1 2025514.6K$67M+0.39%
Q4 2024638.0K$68M+0.39%
Q3 2024649.0K$61M+0.34%
Q2 2024652.3K$47M+0.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Davis Selected Advisers’s full portfolio or all institutional holders of SE.