Question 1

Does Davis Selected Advisers own YMM stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Davis Selected Advisers holds 27,639,082 shares of YMM (Full Truck Alliance), worth $224.4M.

Question 2

How many shares of YMM does Davis Selected Advisers own?

Accepted Answer

As of its Q2 2026 13F, Davis Selected Advisers holds 27,639,082 shares of YMM (Full Truck Alliance).

Question 3

What is Davis Selected Advisers' YMM position worth?

Accepted Answer

As of its Q2 2026 13F, Davis Selected Advisers' YMM position is worth $224.4M.

Question 4

Is Davis Selected Advisers buying or selling YMM?

Accepted Answer

In Q2 2026, Davis Selected Advisers reduced its YMM position by 1,124,109 shares (-3.9%).

Question 5

When did Davis Selected Advisers first buy YMM?

Accepted Answer

Davis Selected Advisers first reported YMM in its Q4 2024 13F and has listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	27.6M	-3.9%	$224.4M	1.0%	$7.96	0
2026-Q1	Increased	28.8M	+64.0%	$238.7M	1.1%	$8.06	71
2025-Q4	Increased	17.5M	+17.1%	$188.2M	0.8%	$10.42	50
2025-Q3	Increased	15M	+28.8%	$194.3M	1.0%	$12.59	60
2025-Q2	Increased	11.6M	+48.8%	$137.4M	0.7%	$11.46	59
2025-Q1	Increased	7.8M	+44.8%	$99.9M	0.6%	$12.29	57
2024-Q4	New	5.4M	-	$58.4M	0.3%	$10.41	49

YMM7 quarters

YMM
7 quarters