Question 1

How many shares of LRCX does DAVIS SELECTED ADVISERS own?

Accepted Answer

As of 2026-Q1, DAVIS SELECTED ADVISERS holds 2,780 shares of LRCX (LAM RESEARCH CORP).

Question 2

What is DAVIS SELECTED ADVISERS's LRCX position worth?

Accepted Answer

As of 2026-Q1, DAVIS SELECTED ADVISERS's LRCX position is worth $593,975.

Question 3

Is DAVIS SELECTED ADVISERS buying or selling LRCX?

Accepted Answer

In 2026-Q1, DAVIS SELECTED ADVISERS decreased their LRCX position (-77.4% change in shares).

Question 4

When did DAVIS SELECTED ADVISERS first buy LRCX?

Accepted Answer

Based on available 13F filings, DAVIS SELECTED ADVISERS first reported a position in LRCX in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	2,780	-77.4%	$593,975	0.0%	$217.27	0
2025-Q4	Unchanged	12,280	0.0%	$2.1M	0.0%	$173.78	0
2025-Q3	Unchanged	12,280	0.0%	$1.6M	0.0%	$130.87	0
2025-Q2	Unchanged	12,280	0.0%	$1.2M	0.0%	$96.85	0
2025-Q1	Unchanged	12,280	0.0%	$892,756	0.0%	$72.17	0
2024-Q4	Increased	12,280	+900.0%	$886,984	0.0%	$71.50	40
2024-Q3	Unchanged	1,228	0.0%	$1M	0.0%	$81.71	0
2024-Q2	Unchanged	1,228	0.0%	$1.3M	0.0%	$104.88	0