SEC 13F Intelligence

Davis Selected Advisers / SOLV

Davis Selected Advisers’s Solventum Corp Position

Does Davis Selected Advisers own Solventum Corp (SOLV)? Yes — 6.33M shares worth $413M (+1.90% of its 13F portfolio) as of Q1 2026, up from 6.22M shares the prior filed quarter.

Position Value
$413M
Q1 2026
Shares
6.33M
% of Portfolio
+1.90%
Quarters Held
8
currently held

Position History SOLV

Reported value by quarter
Q2 ’24: $273MQ2 ’24Q3 ’24: $368MQ3 ’24Q4 ’24: $347MQ4 ’24Q1 ’25: $402MQ1 ’25Q2 ’25: $417MQ2 ’25Q3 ’25: $403MQ3 ’25Q4 ’25: $493MQ4 ’25Q1 ’26: $413MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.33M$413M+1.90%
Q4 20256.22M$493M+2.22%
Q3 20255.52M$403M+2.10%
Q2 20255.49M$417M+2.23%
Q1 20255.29M$402M+2.32%
Q4 20245.25M$347M+2.01%
Q3 20245.27M$368M+2.06%
Q2 20245.16M$273M+1.59%

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 SOLV.