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DAVIS SELECTED ADVISERS 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DAVIS SELECTED ADVISERS
报告期 2026-03-31 · CIK 0001036325
持仓数
112
前50大市值合计
$20.95B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 109 项
建仓 3
增持 25
减持 78
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
JD
JD.com, Inc., Class A, ADR
-$332.9M
7,551,882
-37%
减持
AXP
American Express Co.
-$247.9M
2,682,510
-35%
减持
COF
Capital One Financial Corp.
-$230.9M
11,784,369
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-2%
减持
AMAT
Applied Materials, Inc.
+$196.2M
8,400,643
-4%
增持
BABA
Alibaba Group Holding Ltd
+$189.7M
3,202,757
+149%
增持
TECK
Teck Resources Ltd., Class B
+$185.8M
8,604,918
+245%
增持
INTC
Intel Corp.
+$165.3M
16,759,875
+28%
减持
RTX
Raytheon Technologies Corp.
-$148.9M
482,682
-78%
减持
DIDIY
DiDi Global Inc., ADS
-$117.5M
47,487,654
-0%
增持
CI
Cigna Corp.
+$104.0M
3,366,917
+1%
减持
BRK/A
Berkshire Hathaway Inc., Class A
+$90.8M
2,426
-0%
减持
BNY
Bank of New York Mellon Corp.
+$89.6M
14,731,986
-0%
减持
—
Vroom, Inc.
-$84.1M
7,018,989
-3%
减持
USB
U.S. Bancorp
-$62.5M
17,822,958
-0%
减持
DGX
Quest Diagnostics, Inc.
-$51.4M
2,006,628
-27%
减持
GOOGL
Alphabet Inc., Class A
+$50.3M
261,397
-1%
减持
GOOG
Alphabet Inc., Class C
+$48.9M
284,102
-2%
减持
—
Hollysys Automation Technologies, Ltd.
-$47.7M
6,802,977
-2%
减持
JPM
JPMorgan Chase & Co.
-$44.3M
4,869,065
-2%
减持
CVS
CVS Health Corp.
-$44.1M
213,733
-73%
减持
—
Chubb Ltd.
+$34.9M
1,829,777
-0%
减持
BRK/B
Berkshire Hathaway Inc., Class B
+$30.8M
1,489,321
-2%
减持
MSFT
Microsoft Corp.
+$22.6M
444,003
-1%
增持
IVE
iShares S&P 500 Value Index Fund
+$20.5M
132,773
+6910%
减持
META
Meta Platforms, Inc., Class A
-$18.8M
2,656,203
-1%
减持
IQ
iQIYI, Inc., Class A, ADR
-$18.1M
5,071,337
-1%
减持
TXN
Texas Instruments, Inc.
-$17.4M
3,241,083
-1%
减持
UNH
UnitedHealth Group, Inc.
+$16.7M
178,719
-4%
增持
VTRS
Viatris, Inc.
+$14.5M
44,868,651
+3%
减持
MTB
M&T Bank Corp.
-$13.6M
56,995
-62%
减持
TCOM
Trip.com Group Ltd., ADR
-$11.8M
64,741
-85%
减持
HST
Host Hotels & Resorts, Inc.
-$10.3M
505,810
-57%
减持
DAR
Darling Ingredients, Inc.
-$10.1M
3,159,389
-1%
减持
SCHW
Charles Schwab Corp.
+$9.4M
852,241
-0%
减持
L
Loews Corp.
+$8.8M
2,527,139
-1%
增持
CCI
Crown Castle International Corp.
+$8.3M
74,640
+78%
减持
MKL
Markel Corp.
+$7.9M
219,505
-0%
减持
—
CyrusOne Inc.
-$7.9M
36,920
-75%
减持
—
Liberty Media Corp., Series C
+$7.8M
765,148
-3%
减持
AMZN
Amazon.com, Inc.
+$7.8M
277,198
-1%
减持
—
Liberty Media Corp., Series A
+$7.7M
703,340
-3%
减持
—
Bank of N.T. Butterfield & Son Ltd.
+$7.1M
3,883,140
-2%
减持
—
Johnson Controls International PLC
+$6.8M
519,206
-0%
减持
NOAH
Noah Holdings Ltd., Class A, ADS
-$6.7M
914,475
-2%
清仓
—
Coresite Realty Corp.
-$6.6M
0
-100%
减持
BAC
Bank of America Corp.
+$6.4M
3,339,702
-0%
减持
BIDU
Baidu, Inc., Class A, ADR
-$6.2M
646,474
-3%
增持
DLR
Digital Realty Trust, Inc.
+$5.9M
108,585
+18%
建仓
—
STORE Capital Corp.
+$5.5M
159,790
减持
RKT
Rocket Companies, Inc., Class A
-$5.4M
2,399,153
-1%
减持
—
Missfresh Ltd., Class B, ADS
+$5.2M
6,206,272
-0%
减持
—
Quotient Technology, Inc.
+$5.2M
3,628,578
-3%
建仓
—
Catchmark Timber Trust Inc., Class A
+$5.1M
587,000
增持
ARE
Alexandria Real Estate Equities, Inc.
+$5.0M
81,567
+18%
增持
AMT
American Tower Corp Class A
+$4.8M
75,980
+16%
减持
—
Eaton Corp. PLC
+$4.6M
199,860
-0%
增持
—
Vimeo, Inc.
-$4.6M
5,401,983
+56%
增持
PSA
Public Storage, Inc.
+$4.5M
57,510
+0%
减持
PLD
Prologis, Inc.
+$4.3M
224,282
-16%
减持
REXR
Rexford Industrial Realty, Inc.
+$4.2M
282,410
-14%
减持
—
Ferguson PLC
+$3.9M
106,795
-2%
减持
—
VMware, Inc., Class A
-$3.8M
66,866
-14%
增持
WELL
Welltower Inc.
+$3.6M
247,840
+16%
增持
YOU
Clear Secure, Inc.
+$3.5M
772,002
+53%
减持
TRNO
Terreno Realty Corp.
+$3.5M
254,357
-12%
增持
—
American Campus Communities, Inc.
+$3.5M
387,305
+0%
减持
WFC
Wells Fargo & Co.
+$3.4M
38,310,651
-3%
增持
—
Alleghany Corp.
+$3.4M
76,058
+0%
减持
CPNG
Coupang, Inc., Class A
+$3.4M
4,094,836
-2%
增持
UDR
UDR, Inc.
+$3.3M
156,780
+35%
减持
HUM
Humana Inc.
+$3.2M
44,965
-1%
清仓
RHP
Ryman Hospitality Properties, Inc.
-$3.1M
0
-100%
减持
OC
Owens Corning
+$3.1M
671,766
-1%
减持
SHO
Sunstone Hotel Investors, Inc.
-$3.0M
976,160
-19%
减持
ORCL
Oracle Corp.
-$2.6M
237,597
-11%
减持
—
China Index Holdings Ltd., ADR
-$2.4M
4,452,643
-1%
增持
VTR
Ventas, Inc.
+$2.3M
218,170
+36%
减持
AKR
Acadia Realty Trust
-$2.2M
199,877
-38%
减持
PNC
PNC Financial Services Group, Inc.
+$2.2M
495,433
-0%
减持
SPG
Simon Property Group, Inc.
+$1.8M
131,970
-11%
减持
AVB
AvalonBay Communities, Inc.
+$1.8M
76,780
-3%
增持
DUSA
Davis Select U.S. Equity ETF
+$1.6M
3,272,642
+1%
增持
EQIX
Equinix, Inc.
+$1.5M
26,068
+0%
减持
PPLI
IAC/InterActiveCorp.
-$1.5M
2,112,392
-1%
减持
—
Hudson Pacific Properties, Inc.
-$1.3M
316,873
-9%
减持
—
Liberty Global plc, Series C
-$1.3M
852,124
-0%
减持
—
Everest Re Group, Ltd.
+$1.2M
55,940
-0%
减持
BRX
Brixmor Property Group, Inc.
+$1.2M
729,790
-7%
减持
TFC
Truist Financial Corp.
-$1.2M
31,650
-40%
清仓
ULTA
Ulta Beauty, Inc.
-$1.1M
0
-100%
建仓
IWV
iShares Russell 3000 Index Fund
+$1.1M
3,859
增持
DFNL
Davis Select Financial ETF
+$1.0M
2,019,293
+1%
减持
—
Life Storage, Inc.
+$851.0K
53,930
-16%
减持
AMH
American Homes 4 Rent, Class A
+$848.0K
245,510
-5%
增持
DWLD
Davis Select Worldwide ETF
-$713.0K
1,893,720
+1%
减持
CARR
Carrier Global Corp.
-$696.0K
849,655
-6%
减持
SAP
SAP SE, ADR
-$643.0K
115,688
-7%
减持
—
Lam Research Corp.
-$514.0K
1,228
-50%
减持
—
Federal Realty Investment Trust
+$510.0K
88,350
-10%
减持
STT
State Street Corp.
+$505.0K
68,480
-1%
减持
—
Greenlight Capital Re, Ltd., Class A
+$423.0K
991,904
-0%
减持
DXC
DXC Technology Co.
-$409.0K
57,665
-14%
减持
—
Liberty TripAdvisor Hldgs Inc. - A
-$281.0K
299,624
-1%
增持
DINT
Davis Select International ETF
-$207.0K
3,837,929
+1%
减持
—
Fang Holdings Ltd., Class A, ADR
-$205.0K
77,537
-2%
增持
HIW
Highwoods Properties, Inc.
+$202.0K
178,580
+1%
减持
ESS
Essex Property Trust, Inc.
-$192.0K
48,811
-10%
减持
NVS
Novartis AG - ADR
+$87.0K
43,035
-4%
增持
VNO
Vornado Realty Trust
+$33.0K
103,840
+1%
