SA
| |
SELECTED AMERICAN SHARES | SLASXMutual Fund | |
| SELECTED AMERICAN SHARES INC | |
| Last update 2026-06-01 | 40 Stocks (2 new) |
| Value $1.86 Bil | Turnover 11 % |
SELECTED AMERICAN SHARES Top Holdings of 2026-03-31
View Full List
| Ticker |
|---|
COF |
GOOGL |
META |
DELISTED:CTRA |
USB |
VTRS |
BRK.A |
MGM |
XKRX:005930 |
AMZN |
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COF | Capital One Financial Corp | 664,994 | 121,314.9 | -3.70% | 6.510 | -0.32% | 0.110 | +9.84% | -16.00% | 124,405.1 | Credit Services | |
GOOGL | Alphabet Inc | 363,394 | 104,497.6 | 0% | 5.600 | 0% | 0.000 | +18.56% | +10.09% | 4,199,059.1 | Interactive Media | |
META | Meta Platforms Inc | 173,367 | 99,188.5 | -2.70% | 5.320 | -0.16% | 0.010 | -5.44% | -14.99% | 1,421,881.6 | Interactive Media | |
DELISTED:CTRA | Centra Software Inc | 2,787,420 | 97,949.9 | New Holding | 5.250 | +5.25% | - | 0% | 0% | 0 | Software | |
USB | U.S. Bancorp | 1,757,190 | 91,391.4 | 0% | 4.900 | 0% | 0.110 | +16.56% | +13.90% | 93,705.3 | Banks | |
VTRS | Viatris Inc | 6,440,150 | 87,006.4 | 0% | 4.670 | 0% | 0.550 | +20.15% | +30.03% | 18,557.1 | Drug Manufacturers | |
BRK.A | Berkshire Hathaway Inc | 116 | 83,304.2 | -2.52% | 4.470 | -0.12% | 0.010 | +3.76% | -1.26% | 1,072,981.2 | Insurance | |
MGM | MGM Resorts International | 2,003,055 | 74,133.1 | -8.32% | 3.980 | -0.34% | 0.780 | +26.88% | +29.04% | 12,046.8 | Travel & Leisure | |
XKRX:005930 | Samsung Electronics Co Ltd | 616,510 | 72,107.8 | -37.54% | 3.870 | -1.60% | 0.010 | +66.74% | +159.08% | 1,949,379,658.5 | Hardware | |
AMZN | Amazon.com Inc | 315,626 | 65,735.4 | 0% | 3.530 | 0% | 0.000 | +14.78% | +3.05% | 2,558,686.0 | Retail - Cyclical |
SELECTED AMERICAN SHARES's Historical Top Holdings Breakdowns
SELECTED AMERICAN SHARES's Top Stock Picks
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| Ticker |
|---|
AMAT |
| CTRA Unlock Delisted |
LYB |
CI |
XKRX:005930 |
JBS |
OCSE:DANSKE |
CVS |
DAR |
MGM |
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMAT | Applied Materials Inc | 2026-03-31 | Reduce Reduce | -3.48% | 268.87 ($336.38) 394.95 | $573.98 | 70.63% | Reduce -71.11% | 106,904 | -263,117 | |
| CTRA Unlock Delisted | Coterra Energy Inc | 2026-03-31 | Sold Out Sold Out | -3.26% | 24.82 ($30.06) 36.31 | $32.56 | 8.32% | Sold Out | 0 | -2,412,340 | |
LYB | LyondellBasell Industries NV | 2026-03-31 | New Buy New Buy | +2.28% | 44.39 ($59.31) 82.38 | $55.94 | -5.68% | New holding | 528,300 | 528,300 | |
CI | The Cigna Group | 2026-03-31 | Add Add | +2.01% | 258.08 ($276.68) 294.73 | $278.25 | 0.57% | Add 288.9% | 189,200 | 140,550 | |
XKRX:005930 | Samsung Electronics Co Ltd | 2026-03-31 | Reduce Reduce | -1.60% | 119900 (₩170576) 218000 | ₩340,500.00 | 99.62% | Reduce -37.54% | 616,510 | -370,610 | |
JBS | JBS NV | 2026-03-31 | Add Add | +1.46% | 13.46 ($15.57) 17.96 | $12.23 | -21.42% | Add 113.64% | 2,844,890 | 1,513,270 | |
OCSE:DANSKE | Danske Bank AS | 2026-03-31 | Reduce Reduce | -0.53% | 0 (kr319.06) 344.1 | kr350.70 | 9.92% | Reduce -14.48% | 1,222,930 | -207,080 | |
CVS | CVS Health Corp | 2026-03-31 | Reduce Reduce | -0.51% | 70.08 ($77.03) 83.87 | $101.31 | 31.51% | Reduce -12.09% | 915,270 | -125,930 | |
DAR | Darling Ingredients Inc | 2026-03-31 | Sold Out Sold Out | -0.45% | 36.8 ($49.25) 61.85 | $52.79 | 7.19% | Sold Out | 0 | -241,340 | |
MGM | MGM Resorts International | 2026-03-31 | Reduce Reduce | -0.34% | 32.75 ($35.61) 38.06 | $47.09 | 32.22% | Reduce -8.32% | 2,003,055 | -181,865 |
SELECTED AMERICAN SHARES Total Holding History ($B)
SELECTED AMERICAN SHARES's Asset Allocation
SELECTED AMERICAN SHARES Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SELECTED AMERICAN SHARES's Hypothetical Growth since 2026-03-31
SELECTED AMERICAN SHARES's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
SELECTED AMERICAN SHARES's Holdings Heat Map
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SELECTED AMERICAN SHARES's Holdings Bubble Chart
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