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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 117 项
建仓 2
增持 43
减持 63
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AMAT
Applied Materials, Inc.
-$386.6M
7,415,384
-8%
减持
WFC
Wells Fargo & Co.
-$367.6M
32,639,532
-4%
减持
COF
Capital One Financial Corp.
-$352.9M
10,960,176
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。
-4%
减持
BRK/A
Berkshire Hathaway Inc., Class A
-$327.2M
2,238
-5%
增持
AMZN
Amazon.com, Inc.
-$321.5M
5,206,603
+1841%
减持
META
Meta Platforms, Inc., Class A
-$212.5M
3,304,953
-1%
减持
INTC
Intel Corp.
-$208.8M
16,579,278
-1%
减持
GOOG
Alphabet Inc., Class C
-$192.5M
258,487
-5%
增持
OC
Owens Corning
+$191.4M
3,395,504
+410%
减持
GOOGL
Alphabet Inc., Class A
-$177.9M
239,369
-5%
减持
AXP
American Express Co.
-$155.9M
1,089,117
-34%
减持
USB
U.S. Bancorp
-$152.4M
16,628,587
-4%
减持
BRK/B
Berkshire Hathaway Inc., Class B
-$130.0M
1,320,164
-5%
减持
BNY
Bank of New York Mellon Corp.
-$129.9M
13,833,713
-3%
减持
JPM
JPMorgan Chase & Co.
-$126.3M
4,503,786
-3%
清仓
DIDIY
DiDi Global Inc., ADS
-$115.4M
0
-100%
减持
TXN
Texas Instruments, Inc.
-$113.2M
2,991,064
-4%
减持
BABA
Alibaba Group Holding Ltd
-$89.4M
2,180,288
-30%
减持
DAR
Darling Ingredients, Inc.
-$67.7M
3,190,790
-1%
清仓
—
Alleghany Corp.
-$64.3M
0
-100%
减持
PPLI
IAC/InterActiveCorp.
-$56.0M
1,964,023
-4%
减持
BIDU
Baidu, Inc., Class A, ADR
-$55.0M
48,867
-90%
减持
MKL
Markel Corp.
-$45.3M
211,457
-2%
减持
CPNG
Coupang, Inc., Class A
-$43.7M
8,571,656
-1%
减持
—
Chubb Ltd.
-$43.6M
1,713,457
-4%
减持
JD
JD.com, Inc., Class A, ADR
+$41.7M
8,670,281
-3%
减持
MSFT
Microsoft Corp.
-$36.5M
377,148
-13%
减持
VTRS
Viatris, Inc.
-$35.8M
55,466,147
-2%
建仓
FITB
Fifth Third Bancorp
+$35.4M
1,053,038
减持
BAC
Bank of America Corp.
-$33.5M
3,173,444
-1%
减持
—
Vimeo, Inc.
-$32.6M
5,495,287
-1%
减持
L
Loews Corp.
-$31.8M
2,156,086
-12%
减持
—
Bank of N.T. Butterfield & Son Ltd.
-$22.7M
3,528,707
-5%
清仓
—
Liberty Global plc, Series C
-$21.7M
0
-100%
减持
—
Liberty Media Corp., Series C
-$21.5M
460,278
-37%
减持
CI
Cigna Corp.
+$21.4M
3,138,133
-7%
清仓
—
American Campus Communities, Inc.
-$21.3M
0
-100%
清仓
—
Vroom, Inc.
-$19.2M
0
-100%
减持
SCHW
Charles Schwab Corp.
-$18.5M
836,643
-1%
增持
RKT
Rocket Companies, Inc., Class A
-$15.4M
4,103,414
+0%
减持
DGX
Quest Diagnostics, Inc.
-$15.2M
1,889,815
-3%
减持
UNH
UnitedHealth Group, Inc.
-$14.8M
123,138
-20%
减持
PNC
PNC Financial Services Group, Inc.
-$13.7M
490,186
-1%
减持
—
Hollysys Automation Technologies, Ltd.
-$12.5M
6,148,742
-5%
增持
TECK
Teck Resources Ltd., Class B
-$10.0M
10,909,614
+28%
增持
—
Johnson Controls International PLC
-$8.9M
512,718
+1%
减持
CARR
Carrier Global Corp.
-$8.6M
824,416
-1%
增持
PLD
Prologis, Inc.
-$8.5M
217,522
+3%
增持
IVE
iShares S&P 500 Value Index Fund
+$6.8M
58,209
+651%
减持
YOU
Clear Secure, Inc.
-$5.7M
742,091
-3%
清仓
—
Missfresh Ltd., Class B, ADS
-$5.6M
0
-100%
减持
—
Liberty Media Corp., Series A
-$5.4M
642,552
-5%
减持
—
Eaton Corp. PLC
-$5.2M
194,384
-1%
增持
ARE
Alexandria Real Estate Equities, Inc.
-$4.9M
99,547
+3%
清仓
VNO
Vornado Realty Trust
-$4.8M
0
-100%
增持
SPG
Simon Property Group, Inc.
-$4.7M
130,280
+0%
减持
REXR
Rexford Industrial Realty, Inc.
-$4.2M
244,030
-0%
减持
TRNO
Terreno Realty Corp.
-$4.0M
218,247
-0%
增持
PSA
Public Storage, Inc.
-$3.9M
58,510
+3%
增持
CUZ
Cousins Properties, Inc.
-$3.8M
388,025
+4%
增持
ESS
Essex Property Trust, Inc.
-$3.7M
51,291
+4%
增持
AVB
AvalonBay Communities, Inc.
-$3.7M
80,590
+4%
增持
BRX
Brixmor Property Group, Inc.
-$3.6M
767,440
+4%
减持
WELL
Welltower Inc.
-$3.5M
244,330
-0%
减持
NOAH
Noah Holdings Ltd., Class A, ADS
-$3.4M
830,319
-3%
减持
IQ
iQIYI, Inc., Class A, ADR
-$3.3M
4,402,947
-8%
减持
ORCL
Oracle Corp.
-$3.2M
219,403
-2%
增持
EQR
Equity Residential
-$3.0M
202,605
+4%
增持
BXP
Boston Properties, Inc.
-$2.7M
75,650
+4%
增持
—
Hudson Pacific Properties, Inc.
-$2.6M
215,043
+3%
建仓
—
Duke Realty Corp.
+$2.5M
46,160
增持
DEI
Douglas Emmett, Inc.
-$2.5M
334,290
+12%
增持
—
Ferguson PLC
-$2.4M
102,811
+0%
增持
DOC
Healthpeak Properties, Inc.
-$2.4M
326,536
+3%
减持
SAP
SAP SE, ADR
-$2.3M
112,892
-0%
减持
VTR
Ventas, Inc.
-$2.3M
220,300
-0%
增持
FRT
Federal Realty Investment Trust
-$2.0M
92,650
+4%
增持
HIW
Highwoods Properties, Inc.
-$1.9M
186,760
+3%
减持
SLG
SL Green Realty Corp.
-$1.9M
52,921
-0%
减持
CVS
CVS Health Corp.
-$1.8M
208,272
-0%
增持
—
Retail Opportunity Investments Corp.
-$1.7M
565,145
+3%
增持
EQIX
Equinix, Inc.
-$1.7M
26,458
+3%
增持
CPT
Camden Property Trust
-$1.7M
65,210
+4%
增持
HST
Host Hotels & Resorts, Inc.
-$1.6M
527,900
+3%
减持
—
Healthcare Trust of America, Inc.
-$1.6M
250,480
-9%
减持
—
China Index Holdings Ltd., ADR
-$1.6M
4,174,203
-4%
增持
UDR
UDR, Inc.
-$1.5M
163,690
+3%
增持
SHO
Sunstone Hotel Investors, Inc.
-$1.5M
1,021,460
+3%
增持
—
Radius Global Infrastructure, Inc.
+$1.4M
198,520
+79%
减持
HUM
Humana Inc.
+$1.4M
43,812
-0%
增持
IIPR
Innovative Industrial Properties, Inc.
-$1.4M
35,410
+37%
增持
EXR
Extra Space Storage Inc.
-$1.4M
50,320
+4%
减持
DLR
Digital Realty Trust, Inc.
-$1.4M
109,565
-0%
增持
—
Catchmark Timber Trust Inc., Class A
+$1.3M
619,780
+3%
减持
—
Everest Re Group, Ltd.
-$1.3M
54,992
-1%
清仓
TCOM
Trip.com Group Ltd., ADR
-$1.1M
0
-100%
增持
AKR
Acadia Realty Trust
-$1.1M
209,147
+3%
增持
STT
State Street Corp.
-$1.1M
77,846
+15%
增持
AMT
American Tower Corp Class A
+$1.0M
79,430
+3%
增持
CCI
Crown Castle International Corp.
-$870.0K
85,990
+3%
减持
RTX
Raytheon Technologies Corp.
-$849.0K
162,261
-2%
增持
—
Life Storage, Inc.
-$847.0K
35,830
+4%
增持
AMH
American Homes 4 Rent, Class A
-$826.0K
257,380
+4%
减持
MTB
M&T Bank Corp.
-$783.0K
54,615
-2%
增持
NTST
NetSTREIT Corp.
-$725.0K
260,350
+4%
减持
—
Greenlight Capital Re, Ltd., Class A
+$574.0K
977,098
-1%
增持
CUBE
CubeSmart
-$422.0K
62,880
+5%
减持
NVS
Novartis AG - ADR
-$419.0K
28,943
-11%
减持
—
Liberty TripAdvisor Hldgs Inc. - A
-$387.0K
272,704
-6%
减持
TFC
Truist Financial Corp.
-$366.0K
28,518
-6%
增持
—
STORE Capital Corp.
-$364.0K
167,310
+3%
增持
VICI
VICI Properties, Inc.
+$360.0K
160,490
+3%
增持
SUI
Sun Communities, Inc.
-$341.0K
33,010
+3%
清仓
—
Fang Holdings Ltd., Class A, ADR
-$268.0K
0
-100%
减持
COLD
Americold Realty Trust
+$187.0K
88,850
-0%
减持
DXC
DXC Technology Co.
-$164.0K
56,665
-2%
减持
—
VMware, Inc., Class A
-$14.0K
68,726
-0%
