SEC 13F Intelligence

Davis Selected Advisers / YMM

Davis Selected Advisers’s Full Truck Alliance Co Ltd Position

Does Davis Selected Advisers own Full Truck Alliance Co Ltd (YMM)? Yes — 28.76M shares worth $239M (+1.10% of its 13F portfolio) as of Q1 2026, up from 17.54M shares the prior filed quarter.

Position Value
$239M
Q1 2026
Shares
28.76M
% of Portfolio
+1.10%
Quarters Held
6
currently held

Position History YMM

Reported value by quarter
Q4 ’24: $58MQ4 ’24Q1 ’25: $100MQ1 ’25Q2 ’25: $137MQ2 ’25Q3 ’25: $194MQ3 ’25Q4 ’25: $188MQ4 ’25Q1 ’26: $239MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202628.76M$239M+1.10%
Q4 202517.54M$188M+0.85%
Q3 202514.98M$194M+1.01%
Q2 202511.64M$137M+0.73%
Q1 20257.82M$100M+0.58%
Q4 20245.40M$58M+0.34%

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 YMM.