Davis Selected Advisers
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Davis Selected Advisers’s Fermi Inc FRMI Stock Holding History

Davis Selected Advisers’s Portfolio FRMI Stock Details FRMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.13M Buy
451,400
+145,670
+48% +$921K 0.02% 101
2026
Q1 		$1.79M Buy
+305,730
New +$2.68M 0.01% 109

Other funds holding FRMI

SRS Investment Management
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
ExodusPoint Capital Management
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Gotham Asset Management
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Davis Selected Advisers's FRMI Position: Q2 2026 in Review

Davis Selected Advisers increased its Fermi Inc (FRMI) stake by 48% in Q2 2026, buying an estimated $921K and bringing the position to 451,400 shares worth $4.13M. The position accounts for 0.02% of the portfolio, ranked #101.

Davis Selected Advisers first reported a position in FRMI in Q1 2026 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

  • Davis Selected Advisers held 451,400 shares of Fermi Inc worth $4.13M as of Q2 2026.
  • Davis Selected Advisers bought 145,670 Fermi Inc shares in Q2 2026, an estimated $921K.
  • Fermi Inc made up 0.02% of Davis Selected Advisers's portfolio in Q2 2026, its #101 holding.
  • Davis Selected Advisers first reported a position in Fermi Inc in Q1 2026 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

Based on Davis Selected Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.