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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 94 项
建仓 2
增持 30
减持 55
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
CI
Cigna Corp.
-$248.9M
1,840,098
-41%
增持
META
Meta Platforms, Inc., Class A
+$209.6M
6,538,326
+54%
减持
JD
JD.com, Inc., Class A, ADR
-$169.1M
4,430,035
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。
-47%
减持
VTRS
Viatris, Inc.
+$136.5M
54,721,607
-1%
减持
JPM
JPMorgan Chase & Co.
+$108.9M
4,274,179
-4%
增持
TECK
Teck Resources Ltd., Class B
+$104.1M
13,008,612
+2%
增持
MKL
Markel Corp.
+$104.1M
250,362
+20%
减持
AMAT
Applied Materials, Inc.
+$104.1M
7,259,244
-1%
减持
BRK/A
Berkshire Hathaway Inc., Class A
+$95.5M
2,109
-4%
减持
BNY
Bank of New York Mellon Corp.
+$74.8M
13,165,044
-3%
减持
DGX
Quest Diagnostics, Inc.
+$57.6M
1,835,823
-2%
增持
AMZN
Amazon.com, Inc.
+$56.5M
7,780,936
+47%
减持
GOOG
Alphabet Inc., Class C
-$48.0M
4,507,926
-3%
减持
CPNG
Coupang, Inc., Class A
-$46.5M
6,478,520
-24%
减持
GOOGL
Alphabet Inc., Class A
-$42.9M
4,276,844
-3%
增持
OC
Owens Corning
+$42.6M
3,608,040
+7%
减持
—
Chubb Ltd.
+$30.9M
1,538,314
-9%
减持
SCHW
Charles Schwab Corp.
-$30.1M
348,966
-58%
增持
FITB
Fifth Third Bancorp
+$29.3M
1,905,588
+83%
减持
BRK/B
Berkshire Hathaway Inc., Class B
+$28.5M
1,183,955
-6%
减持
USB
U.S. Bancorp
+$26.9M
15,801,280
-4%
减持
PPLI
IAC Inc.
-$25.0M
1,837,370
-5%
减持
WFC
Wells Fargo & Co.
-$17.9M
30,812,906
-4%
建仓
MBC
Masterbrand, Inc.
+$16.5M
2,187,640
增持
—
Ferguson PLC
+$16.5M
240,576
+78%
减持
TXN
Texas Instruments, Inc.
+$16.4M
2,853,589
-3%
减持
DAR
Darling Ingredients, Inc.
-$14.7M
3,129,927
-2%
减持
—
Bank of N.T. Butterfield & Son Ltd.
-$13.7M
3,270,744
-5%
增持
COF
Capital One Financial Corp.
+$13.2M
10,867,609
+0%
减持
—
Vimeo, Inc.
-$11.7M
955,150
-74%
减持
IQ
iQIYI, Inc., Class A, ADR
+$10.7M
4,163,424
-0%
减持
L
Loews Corp.
+$8.3M
1,640,349
-6%
减持
—
Johnson Controls International PLC
+$7.5M
509,833
-0%
清仓
—
VMware, Inc., Class A
-$7.3M
0
-100%
增持
CUZ
Cousins Properties, Inc.
+$7.2M
464,145
+141%
减持
BABA
Alibaba Group Holding Ltd
-$7.0M
612,354
-20%
增持
DUSA
Davis Select U.S. Equity ETF
+$7.0M
3,329,138
+1%
增持
DFNL
Davis Select Financial ETF
+$6.3M
2,080,320
+2%
减持
—
Hollysys Automation Technologies, Ltd.
-$6.2M
5,494,597
-3%
增持
DWLD
Davis Select Worldwide ETF
+$5.9M
1,932,578
+0%
增持
SAP
SAP SE, ADR
+$5.6M
142,835
+27%
减持
EQR
Equity Residential
-$5.4M
139,785
-31%
清仓
HR
Healthcare Realty Trust, Inc.
-$5.2M
0
-100%
增持
IVE
iShares S&P 500 Value Index Fund
+$5.0M
62,868
+97%
增持
PLD
Prologis, Inc.
+$4.9M
239,446
+10%
增持
—
Eaton Corp. PLC
+$4.6M
195,536
+0%
减持
ORCL
Oracle Corp.
+$4.4M
216,204
-1%
减持
BXP
Boston Properties, Inc.
-$3.9M
54,720
-46%
减持
WELL
Welltower Inc.
-$3.8M
152,980
-29%
清仓
—
China Index Holdings Ltd., ADR
-$3.7M
0
-100%
减持
INTC
Intel Corp.
-$3.6M
11,262,103
-4%
减持
CARR
Carrier Global Corp.
-$3.5M
622,474
-24%
减持
BAC
Bank of America Corp.
+$3.4M
2,949,213
-6%
减持
DOC
Healthpeak Properties, Inc.
-$3.4M
164,496
-50%
减持
DINT
Davis Select International ETF
+$3.1M
3,458,765
-11%
清仓
AKR
Acadia Realty Trust
-$2.6M
0
-100%
减持
YOU
Clear Secure, Inc.
+$2.6M
691,550
-3%
增持
ARE
Alexandria Real Estate Equities, Inc.
+$2.4M
112,557
+13%
增持
UDR
UDR, Inc.
+$2.3M
236,950
+45%
清仓
—
Duke Realty Corp.
-$2.2M
0
-100%
增持
CUBE
CubeSmart
+$2.2M
117,450
+87%
清仓
NVS
Novartis AG - ADR
-$2.2M
0
-100%
增持
STT
State Street Corp.
+$2.2M
89,316
+15%
减持
AMT
American Tower Corp Class A
-$2.2M
70,290
-12%
减持
—
Everest Re Group, Ltd.
+$2.1M
48,774
-9%
增持
VTR
Ventas, Inc.
+$2.1M
242,350
+10%
减持
PNC
PNC Financial Services Group, Inc.
-$1.8M
444,521
-8%
增持
TFC
Truist Financial Corp.
+$1.7M
69,290
+143%
减持
NOAH
Noah Holdings Ltd., Class A, ADS
+$1.7M
796,398
-1%
减持
—
Liberty Media Corp., Series A
-$1.4M
537,943
-6%
增持
WCC
Wesco International, Inc.
+$1.4M
51,905
+22%
增持
—
Life Storage, Inc.
+$1.4M
54,520
+52%
清仓
DXC
DXC Technology Co.
-$1.4M
0
-100%
减持
RTX
Raytheon Technologies Corp.
+$1.4M
144,483
-11%
增持
IIPR
Innovative Industrial Properties, Inc.
+$1.3M
44,000
+24%
减持
HUM
Humana Inc.
+$1.1M
43,436
-0%
减持
FRT
Federal Realty Investment Trust
-$1.1M
51,370
-27%
增持
PSA
Public Storage, Inc.
+$1.1M
65,130
+11%
减持
RKT
Rocket Companies, Inc., Class A
+$962.0K
3,761,997
-6%
增持
AVB
AvalonBay Communities, Inc.
-$872.5K
86,500
+7%
减持
HIW
Highwoods Properties, Inc.
-$752.1K
153,070
-18%
建仓
IWV
iShares Russell 3000 Index Fund
+$746.3K
3,382
减持
—
STORE Capital Corp.
-$696.9K
141,770
-15%
减持
AXP
American Express Co.
+$576.7K
988,952
-8%
减持
—
Liberty Media Corp., Series C
-$468.4K
277,227
-5%
减持
BIDU
Baidu, Inc., Class A, ADR
-$385.7K
46,820
-4%
增持
CVS
CVS Health Corp.
-$385.1K
208,090
+0%
增持
ESS
Essex Property Trust, Inc.
+$325.3K
60,161
+17%
增持
DEI
Douglas Emmett, Inc.
-$262.7K
483,820
+11%
减持
—
Greenlight Capital Re, Ltd., Class A
+$221.7K
905,612
-6%
减持
UNH
UnitedHealth Group, Inc.
-$217.3K
116,177
-5%
减持
MSFT
Microsoft Corp.
+$217.2K
361,772
-3%
减持
BRX
Brixmor Property Group, Inc.
+$185.5K
633,460
-17%
减持
—
Liberty TripAdvisor Hldgs Inc. - A
-$119.5K
260,644
-3%
