# Full Truck Alliance (YMM): value investors who own it

1 value investor held Full Truck Alliance in their Q3 2026 13F, led by Davis Selected Advisers.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Davis Selected Advisers | 1.0% | $224m | Trimmed -3.9% | 7 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Davis Global Fund | Davis Selected Advisers | 6.2% | $57.6m | 2026-07-31 |
| Davis International Fund | Davis Selected Advisers | 4.6% | $12.6m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/ymm). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.