Davis New York Venture Fund

DAVIS NEW YORK VENTURE FUND INC · 5 share classes

Actively managed U.S. equity fund
One fund, 5 share classes:NYVTXNYVBXNYVCXDNVYXNYVRX
$7.50B NAV
47 positions · as of 2026-04-30 · filed 2026-06-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Davis New York Venture Fund is an actively managed U.S. equity fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2025 Q4

The Fund seeks long-term growth of capital.

Strategy · summarised

The fund invests principally in common stocks of large-capitalization companies that the adviser believes possess durable competitive advantages and sustainable business models, purchased at discounts to the adviser's estimate of intrinsic value based on fundamental analysis of cash flows and assets. The fund has historically held a significant portion of assets in financial services companies and foreign companies, and may also invest in mid- and small-capitalization stocks. Because the fund's returns depend on the adviser's security selection and valuation judgments, which involve inherently uncertain predictions and forecasts, performance may diverge materially from the market.

Expenses
0.67% 1.75%across 4 share classes
Share classExpense ratio
NYVTX0.91%
NYVCX1.75%
DNVYX0.67%
NYVRX1.20%

Portfolio turnover 17.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.91%
of net assets
Stocks94.93%
Cash & short-term4.98%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
International19.5%
Financials19.3%
Health Care15.3%
Communication Services10.6%
8 smaller35.4%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 5 new5 exited

New: STONEX REPO, LYB, SAP SE, Nomura Repo, BREAN REPO

Exited: STONEX REPO, ANGLESEA FDG PLC + ANG, DAR, Nomura Repo, BREAN REPO

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+37.95%+93.51%+61.87%12.05%-10.82%
+36.77%+88.83%+55.33%12.05%-11.01%
+38.27%+95.06%+63.90%12.04%-10.72%
+37.56%+91.97%+59.75%12.07%-10.86%
Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
CAPITAL ONE FINANCIAL CORPCOF5.69%$426.62M
COTERRA ENERGY INCCTRA5.28%$395.74M
ALPHABET INC CL AGOOGL4.97%$372.73M
US BANCORPUSB4.92%$368.73M
CVS HEALTH CORPCVS4.25%$318.42M
SAMSUNG ELECTRONICS CO LTD4.14%$310.44M
VIATRIS INCVTRS4.05%$303.95M
MGM RESORTS INTERNATIONALMGM3.91%$293.06M
META PLATFORMS INC CLASS AMETA3.82%$286.30M
AMAZON.COM INCAMZN3.66%$274.49M
Showing 10 of 47Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 44.67% of net assets, top 25 80.05%, across 47 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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