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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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 75 项建仓 3增持 11减持 58清仓 3

方向

标的

Δ市值

现股数(环比)

减持

INTC Intel Corp.

-$319.0M

11,690,486 -29%

减持

BABA Alibaba Group Holding Ltd

-$186.9M

762,491 -65%

减持

COF Capital One Financial Corp.

-$144.8M

10,818,066

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。

-1%

减持

JD JD.com, Inc., Class A, ADR

-$139.0M

8,305,574 -4%

增持

GOOG Alphabet Inc., Class C

-$117.4M

4,659,454 +1703%

减持

VTRS Viatris, Inc.

-$108.2M

55,460,186 -0%

减持

USB U.S. Bancorp

-$103.0M

16,424,077 -1%

增持

GOOGL Alphabet Inc., Class A

-$101.4M

4,393,621 +1736%

减持

AMAT Applied Materials, Inc.

-$71.8M

7,357,696 -1%

增持

TECK Teck Resources Ltd., Class B

+$54.4M

12,754,780 +17%

减持

BNY Bank of New York Mellon Corp.

-$52.5M

13,615,323 -2%

减持

MKL Markel Corp.

-$47.7M

208,220 -2%

增持

META Meta Platforms, Inc., Class A

+$44.3M

4,254,315 +29%

增持

AMZN Amazon.com, Inc.

+$44.1M

5,283,616 +1%

减持

JPM JPMorgan Chase & Co.

-$42.9M

4,442,339 -1%

减持

PPLI IAC Inc.

-$42.6M

1,924,901 -2%

减持

L Loews Corp.

-$40.4M

1,752,307 -19%

减持

CPNG Coupang, Inc., Class A

+$32.5M

8,507,055 -1%

减持

CI Cigna Corp.

+$31.7M

3,094,489 -1%

减持

— Chubb Ltd.

-$28.3M

1,696,101 -1%

减持

BRK/B Berkshire Hathaway Inc., Class B

-$23.2M

1,262,980 -4%

减持

BRK/A Berkshire Hathaway Inc., Class A

-$22.2M

2,197 -2%

减持

DGX Quest Diagnostics, Inc.

-$21.7M

1,871,160 -1%

减持

DAR Darling Ingredients, Inc.

+$19.8M

3,183,405 -0%

减持

— Vimeo, Inc.

-$18.1M

3,733,256 -32%

减持

OC Owens Corning

+$12.8M

3,373,140 -1%

减持

— Liberty Media Corp., Series C

-$12.2M

291,302 -37%

减持

WFC Wells Fargo & Co.

+$11.7M

32,077,734 -2%

减持

MSFT Microsoft Corp.

-$10.3M

371,589 -1%

减持

IQ iQIYI, Inc., Class A, ADR

-$7.2M

4,177,319 -5%

减持

— Liberty Media Corp., Series A

-$7.1M

574,666 -11%

清仓

— Healthcare Trust of America, Inc.

-$7.0M

0 -100%

减持

CUZ Cousins Properties, Inc.

-$6.8M

192,945 -50%

减持

WELL Welltower Inc.

-$6.3M

215,090 -12%

减持

SCHW Charles Schwab Corp.

+$6.3M

822,690 -2%

清仓

— Catchmark Timber Trust Inc., Class A

-$6.2M

0 -100%

减持

NOAH Noah Holdings Ltd., Class A, ADS

-$6.1M

806,789 -3%

减持

AXP American Express Co.

-$5.4M

1,078,803 -1%

减持

— Hollysys Automation Technologies, Ltd.

+$5.4M

5,639,188 -8%

减持

PNC PNC Financial Services Group, Inc.

-$5.3M

481,820 -2%

建仓

HR Healthcare Realty Trust, Inc.

+$5.2M

250,480

建仓

WCC Wesco International, Inc.

+$5.1M

42,621

减持

RKT Rocket Companies, Inc., Class A

-$4.8M

4,014,627 -2%

减持

BAC Bank of America Corp.

-$4.5M

3,121,302 -2%

减持

TXN Texas Instruments, Inc.

-$4.5M

2,940,143 -2%

减持

IVE iShares S&P 500 Value Index Fund

-$3.9M

31,833 -45%

增持

— Ferguson PLC

+$2.6M

135,026 +31%

减持

FRT Federal Realty Investment Trust

-$2.6M

70,040 -24%

清仓

SLG SL Green Realty Corp.

-$2.4M

0 -100%

减持

SHO Sunstone Hotel Investors, Inc.

-$2.4M

816,580 -20%

减持

RTX Raytheon Technologies Corp.

-$2.4M

161,550 -0%

减持

FITB Fifth Third Bancorp

-$2.1M

1,039,881 -1%

减持

ORCL Oracle Corp.

-$2.0M

217,532 -1%

增持

— Hudson Pacific Properties, Inc.

+$1.8M

458,673 +113%

减持

HST Host Hotels & Resorts, Inc.

-$1.8M

408,130 -23%

增持

— Eaton Corp. PLC

+$1.6M

195,345 +0%

减持

YOU Clear Secure, Inc.

+$1.5M

714,779 -4%

减持

UNH UnitedHealth Group, Inc.

-$1.4M

122,391 -1%

减持

— Everest Re Group, Ltd.

-$1.4M

53,505 -3%

减持

— Bank of N.T. Butterfield & Son Ltd.

+$1.2M

3,427,026 -3%

减持

SAP SAP SE, ADR

-$1.1M

112,108 -1%

增持

BXP Boston Properties, Inc.

+$864.0K

101,310 +34%

增持

— Radius Global Infrastructure, Inc.

-$715.0K

245,640 +24%

减持

— China Index Holdings Ltd., ADR

+$662.0K

4,120,370 -1%

减持

HUM Humana Inc.

+$599.0K

43,501 -1%

减持

— Johnson Controls International PLC

+$576.0K

510,463 -0%

减持

— VMware, Inc., Class A

-$574.0K

68,184 -1%

减持

CVS CVS Health Corp.

+$479.0K

207,368 -0%

减持

— Greenlight Capital Re, Ltd., Class A

-$394.0K

962,248 -2%

增持

DEI Douglas Emmett, Inc.

+$368.0K

437,780 +31%

减持

VICI VICI Properties, Inc.

-$288.0K

150,510 -6%

建仓

RH RH

+$283.0K

1,150

减持

MTB M&T Bank Corp.

-$257.0K

47,915 -12%

减持

CARR Carrier Global Corp.

-$243.0K

819,923 -1%

减持

— Liberty TripAdvisor Hldgs Inc. - A

+$88.0K

269,654 -1%