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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 125 项
建仓 7
增持 41
减持 71
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AMAT
Applied Materials, Inc.
-$260.7M
8,051,951
-4%
减持
COF
Capital One Financial Corp.
-$214.9M
11,386,174
-3%
减持
WFC
Wells Fargo & Co.
-$192.1M
33,967,518
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。
-11%
减持
BRK/A
Berkshire Hathaway Inc., Class A
+$149.1M
2,349
-3%
减持
BNY
Bank of New York Mellon Corp.
-$148.7M
14,243,589
-3%
增持
META
Meta Platforms, Inc., Class A
-$148.0M
3,352,260
+26%
减持
JPM
JPMorgan Chase & Co.
-$137.5M
4,647,137
-5%
减持
AXP
American Express Co.
-$132.0M
1,640,907
-39%
减持
DIDIY
DiDi Global Inc., ADS
-$121.1M
46,147,871
-3%
减持
TECK
Teck Resources Ltd., Class B
+$95.5M
8,505,298
-1%
减持
USB
U.S. Bancorp
-$83.5M
17,265,465
-3%
减持
DGX
Quest Diagnostics, Inc.
-$80.7M
1,947,058
-3%
减持
PPLI
IAC/InterActiveCorp.
-$70.9M
2,046,779
-3%
减持
GOOG
Alphabet Inc., Class C
-$64.2M
271,365
-4%
减持
GOOGL
Alphabet Inc., Class A
-$57.7M
251,517
-4%
增持
—
Vroom, Inc.
-$56.5M
7,227,158
+3%
减持
AMZN
Amazon.com, Inc.
-$49.7M
268,267
-3%
减持
MKL
Markel Corp.
+$47.9M
216,073
-2%
减持
BRK/B
Berkshire Hathaway Inc., Class B
+$45.1M
1,389,714
-7%
减持
BABA
Alibaba Group Holding Ltd
-$43.2M
3,100,179
-3%
增持
DAR
Darling Ingredients, Inc.
+$39.6M
3,216,376
+2%
减持
TXN
Texas Instruments, Inc.
-$38.1M
3,121,511
-4%
减持
INTC
Intel Corp.
-$34.1M
16,727,945
-0%
减持
BIDU
Baidu, Inc., Class A, ADR
-$33.9M
470,655
-27%
增持
CPNG
Coupang, Inc., Class A
+$32.7M
8,652,810
+111%
减持
CI
Cigna Corp.
+$32.4M
3,361,983
-0%
增持
—
Vimeo, Inc.
-$31.3M
5,532,179
+2%
清仓
—
Quotient Technology, Inc.
-$26.9M
0
-100%
减持
—
Chubb Ltd.
+$26.7M
1,778,467
-3%
减持
—
Missfresh Ltd., Class B, ADS
-$25.5M
6,172,251
-1%
减持
RTX
Raytheon Technologies Corp.
-$25.1M
165,988
-66%
减持
IVE
iShares S&P 500 Value Index Fund
-$19.6M
7,749
-94%
减持
BAC
Bank of America Corp.
-$16.3M
3,208,874
-4%
减持
MSFT
Microsoft Corp.
-$16.0M
432,438
-3%
减持
—
Bank of N.T. Butterfield & Son Ltd.
-$15.3M
3,698,930
-5%
增持
JD
JD.com, Inc., Class A, ADR
-$14.1M
8,901,083
+18%
减持
L
Loews Corp.
+$13.6M
2,461,965
-3%
减持
—
Alleghany Corp.
+$13.5M
75,902
-0%
清仓
—
Federal Realty Investment Trust
-$12.0M
0
-100%
增持
RKT
Rocket Companies, Inc., Class A
+$12.0M
4,101,341
+71%
减持
UNH
UnitedHealth Group, Inc.
-$11.7M
153,093
-14%
建仓
FRT
Federal Realty Investment Trust
+$10.9M
89,450
增持
VTRS
Viatris, Inc.
+$9.5M
56,666,290
+26%
减持
—
Johnson Controls International PLC
-$8.8M
509,952
-2%
减持
PNC
PNC Financial Services Group, Inc.
-$8.3M
493,789
-0%
减持
CARR
Carrier Global Corp.
-$8.0M
829,265
-2%
减持
NOAH
Noah Holdings Ltd., Class A, ADS
-$7.8M
860,097
-6%
减持
—
Hollysys Automation Technologies, Ltd.
+$7.7M
6,479,573
-5%
增持
DINT
Davis Select International ETF
-$5.7M
3,898,825
+2%
建仓
NTST
NetSTREIT Corp.
+$5.6M
251,230
减持
TRNO
Terreno Realty Corp.
-$5.5M
218,767
-14%
建仓
IIPR
Innovative Industrial Properties, Inc.
+$5.3M
25,900
减持
—
Ferguson PLC
-$5.3M
102,469
-4%
减持
—
Eaton Corp. PLC
-$4.9M
195,482
-2%
减持
REXR
Rexford Industrial Realty, Inc.
-$4.7M
244,610
-13%
建仓
SLG
SL Green Realty Corp.
+$4.3M
53,031
减持
SPG
Simon Property Group, Inc.
-$4.0M
129,990
-2%
清仓
—
SL Green Realty Corp.
-$3.8M
0
-100%
减持
YOU
Clear Secure, Inc.
-$3.7M
763,084
-1%
减持
SAP
SAP SE, ADR
-$3.6M
113,252
-2%
增持
DLR
Digital Realty Trust, Inc.
-$3.6M
109,835
+1%
减持
PLD
Prologis, Inc.
-$3.6M
211,422
-6%
减持
—
Life Storage, Inc.
-$3.4M
34,520
-36%
清仓
—
CyrusOne Inc.
-$3.3M
0
-100%
建仓
CUBE
CubeSmart
+$3.1M
59,740
减持
EQIX
Equinix, Inc.
-$3.0M
25,708
-1%
增持
AMT
American Tower Corp Class A
-$2.9M
76,830
+1%
增持
DUSA
Davis Select U.S. Equity ETF
-$2.8M
3,308,560
+1%
增持
DWLD
Davis Select Worldwide ETF
-$2.7M
1,925,400
+2%
增持
VTR
Ventas, Inc.
+$2.5M
220,890
+1%
减持
—
Liberty Media Corp., Series C
+$2.4M
726,767
-5%
减持
WELL
Welltower Inc.
+$2.3M
245,210
-1%
减持
ORCL
Oracle Corp.
-$2.2M
223,403
-6%
减持
—
Liberty Global plc, Series C
-$2.2M
838,034
-2%
减持
—
Hudson Pacific Properties, Inc.
-$2.1M
208,243
-34%
减持
HUM
Humana Inc.
-$1.8M
43,825
-3%
建仓
—
Radius Global Infrastructure, Inc.
+$1.6M
110,870
增持
DFNL
Davis Select Financial ETF
+$1.4M
2,043,955
+1%
减持
—
Everest Re Group, Ltd.
+$1.4M
55,492
-1%
减持
IQ
iQIYI, Inc., Class A, ADR
-$1.3M
4,800,514
-5%
增持
ARE
Alexandria Real Estate Equities, Inc.
+$1.2M
96,217
+18%
增持
BXP
Boston Properties, Inc.
+$1.1M
73,000
+2%
增持
HST
Host Hotels & Resorts, Inc.
+$1.1M
510,430
+1%
清仓
IWV
iShares Russell 3000 Index Fund
-$1.1M
0
-100%
增持
SUI
Sun Communities, Inc.
-$1.0M
31,950
+1%
减持
CVS
CVS Health Corp.
-$954.0K
208,424
-2%
减持
—
Liberty Media Corp., Series A
+$940.0K
676,000
-4%
减持
—
American Campus Communities, Inc.
-$916.0K
380,075
-2%
减持
NVS
Novartis AG - ADR
-$898.0K
32,656
-24%
增持
EXR
Extra Space Storage Inc.
-$863.0K
48,580
+2%
减持
—
Greenlight Capital Re, Ltd., Class A
-$798.0K
987,110
-0%
增持
—
STORE Capital Corp.
-$770.0K
161,730
+1%
增持
AMH
American Homes 4 Rent, Class A
-$759.0K
248,510
+1%
减持
MTB
M&T Bank Corp.
+$735.0K
55,975
-2%
减持
PSA
Public Storage, Inc.
+$639.0K
56,830
-1%
减持
—
Retail Opportunity Investments Corp.
-$615.0K
546,985
-4%
增持
BRX
Brixmor Property Group, Inc.
+$570.0K
740,570
+1%
增持
CPT
Camden Property Trust
-$559.0K
62,830
+2%
建仓
—
Skechers U.S.A, Inc. Class A
+$505.0K
12,400
减持
STT
State Street Corp.
-$496.0K
67,412
-2%
清仓
KMX
CarMax, Inc.
-$490.0K
0
-100%
减持
TCOM
Trip.com Group Ltd., ADR
-$459.0K
49,106
-24%
增持
—
Healthcare Trust of America, Inc.
-$436.0K
275,270
+1%
增持
VNO
Vornado Realty Trust
+$424.0K
105,270
+1%
增持
DOC
Healthpeak Properties, Inc.
-$410.0K
315,586
+1%
增持
COLD
Americold Realty Trust
-$378.0K
89,040
+2%
增持
UDR
UDR, Inc.
-$322.0K
158,320
+1%
减持
SCHW
Charles Schwab Corp.
-$317.0K
846,351
-1%
减持
—
China Index Holdings Ltd., ADR
+$306.0K
4,362,758
-2%
增持
HIW
Highwoods Properties, Inc.
+$299.0K
180,640
+1%
增持
CCI
Crown Castle International Corp.
-$231.0K
83,150
+11%
增持
CUZ
Cousins Properties, Inc.
+$228.0K
374,715
+2%
增持
—
Catchmark Timber Trust Inc., Class A
-$199.0K
599,280
+2%
增持
VICI
VICI Properties, Inc.
-$184.0K
155,340
+2%
增持
SHO
Sunstone Hotel Investors, Inc.
+$177.0K
987,020
+1%
减持
OC
Owens Corning
+$171.0K
666,296
-1%
减持
TFC
Truist Financial Corp.
-$134.0K
30,318
-4%
增持
EQR
Equity Residential
+$129.0K
195,705
+1%
增持
DEI
Douglas Emmett, Inc.
+$108.0K
297,360
+1%
增持
—
VMware, Inc., Class A
+$99.0K
68,916
+3%
增持
ESS
Essex Property Trust, Inc.
-$84.0K
49,521
+1%
增持
AVB
AvalonBay Communities, Inc.
-$61.0K
77,840
+1%
减持
—
Liberty TripAdvisor Hldgs Inc. - A
-$57.0K
289,034
-4%
减持
—
Fang Holdings Ltd., Class A, ADR
-$27.0K
75,977
-2%
增持
AKR
Acadia Realty Trust
+$19.0K
202,227
+1%
