Davis Funds
Davis New York Venture Fund
Growth
Dec 2024 → Jun 2025
Our archive holds 2 letters from this strategy and positions in 22 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years · follow all of Davis Funds for every strategy.
What it bought and sold
we have used their recent outperformance as an opportunity to significantly reduce our positions in these excellent, but richly valued, companies.
As a result, we have initiated a position in UnitedHealth which joins our holdings in CVS and Humana.
we have used their recent outperformance as an opportunity to significantly reduce our positions in these excellent, but richly valued, companies.