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Disclosery

Davis Selected Advisers: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Selected Advisers on LRCX, newest first. How the timeline and the estimate are built.

Davis Selected Advisers held 2,780 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,780 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,204,657.

    13F-HR 0001036325-26-000020 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,780 shares
    Change vs previous 13F -9,500 shares

    <0.01% of the 13F portfolio, value $593,975.

    13F-HR 0001036325-26-000016 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,280 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $2,102,090.

    13F-HR 0001036325-26-000004 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 12,280 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,644,292.

    13F-HR/A 0001036325-25-000050 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,280 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,195,335.

    13F-HR 0000071701-25-000029 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,280 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $892,756.

    13F-HR 0001316506-25-000107 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,280 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $886,984.

    13F-HR 0001316506-25-000017 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).