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Davis Selected Advisers: YMM position timeline

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

Davis Selected Advisers held 27,639,082 YMM 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 27,639,082 shares
    Change vs previous 13F -1,124,109 shares

    0.96% of the 13F portfolio, value $224,429,344.

    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 28,763,191 shares
    Change vs previous 13F +11,225,667 shares

    1.1% of the 13F portfolio, value $238,734,483.

    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 17,537,524 shares
    Change vs previous 13F +2,555,751 shares

    0.85% of the 13F portfolio, value $188,177,633.

    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 14,981,773 shares
    Change vs previous 13F +3,345,848 shares

    1.01% of the 13F portfolio, value $194,313,596.

    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 11,635,925 shares
    Change vs previous 13F +3,816,581 shares

    0.73% of the 13F portfolio, value $137,420,274.

    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 7,819,344 shares
    Change vs previous 13F +2,418,953 shares

    0.58% of the 13F portfolio, value $99,853,023.

    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 5,400,391 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $58,432,230.

    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).