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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 89 项
建仓 2
增持 40
减持 46
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
GOOG
Alphabet Inc., Class C
-$386.9M
728,618
-84%
减持
META
Meta Platforms, Inc., Class A
+$311.9M
5,715,317
-9%
减持
AMZN
Amazon.com, Inc.
+$220.0M
8,229,601
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。
-0%
增持
OC
Owens Corning
+$199.6M
4,175,279
+16%
增持
COF
Capital One Financial Corp.
+$197.2M
11,264,109
+5%
增持
WFC
Wells Fargo & Co.
+$177.6M
30,739,720
+1%
减持
AMAT
Applied Materials, Inc.
+$126.4M
6,945,026
-3%
增持
VTRS
Viatris, Inc.
+$99.0M
62,948,155
+14%
减持
BRK/A
Berkshire Hathaway Inc., Class A
+$95.4M
2,015
-1%
减持
TECK
Teck Resources Ltd., Class B
+$68.3M
12,903,889
-1%
增持
JPM
JPMorgan Chase & Co.
+$65.3M
4,206,087
+0%
增持
PPLI
IAC Inc.
+$63.6M
2,532,853
+37%
增持
MKL
Markel Corp.
+$53.1M
265,233
+8%
减持
USB
U.S. Bancorp
-$50.9M
15,422,333
-1%
减持
JD
JD.com, Inc., Class A, ADR
-$49.7M
4,835,578
-1%
减持
CI
The Cigna Group
+$39.1M
1,722,146
-1%
减持
BRK/B
Berkshire Hathaway Inc., Class B
+$28.7M
1,133,346
-2%
增持
DAR
Darling Ingredients, Inc.
+$20.8M
3,189,114
+2%
减持
BIDU
Baidu, Inc., Class A, ADR
-$16.6M
48,907
-68%
增持
WCC
Wesco International, Inc.
+$16.5M
133,262
+180%
减持
MSFT
Microsoft Corp.
+$16.2M
345,390
-2%
减持
GOOGL
Alphabet Inc., Class A
-$14.5M
3,606,619
-16%
减持
IQ
iQIYI, Inc., Class A, ADR
-$14.4M
1,437,345
-53%
增持
TXN
Texas Instruments, Inc.
-$14.2M
2,795,495
+0%
减持
BABA
Alibaba Group Holding Ltd
-$10.2M
184,714
-26%
增持
CPNG
Coupang, Inc., Class A
+$9.6M
6,513,579
+0%
增持
MBC
Masterbrand, Inc.
+$8.3M
2,269,926
+1%
减持
REXR
Rexford Industrial Realty, Inc.
-$7.3M
141,390
-43%
减持
INTC
Intel Corp.
+$6.6M
11,291,159
-1%
增持
BNY
Bank of New York Mellon Corp.
-$6.5M
13,129,195
+1%
减持
AXP
American Express Co.
+$6.5M
950,068
-1%
清仓
—
Greenlight Capital Re, Ltd., Class A
-$6.2M
0
-100%
建仓
REG
Regency Centers Corp.
+$5.6M
90,800
减持
—
Ferguson PLC
+$5.6M
238,906
-0%
减持
—
Chubb Ltd.
-$5.4M
1,479,094
-1%
减持
ORCL
Oracle Corp.
+$4.6M
195,460
-3%
减持
PLD
Prologis, Inc.
-$4.3M
210,196
-13%
增持
—
Johnson Controls International PLC
+$4.1M
512,959
+0%
减持
TRNO
Terreno Realty Corp.
-$2.5M
194,867
-11%
增持
CARR
Carrier Global Corp.
+$2.5M
624,528
+0%
增持
ESS
Essex Property Trust, Inc.
+$2.4M
68,221
+5%
增持
AVB
AvalonBay Communities, Inc.
+$2.4M
95,050
+2%
减持
EQIX
Equinix, Inc.
-$2.3M
18,918
-20%
减持
YOU
Clear Secure, Inc.
-$2.3M
673,582
-1%
减持
NOAH
Noah Holdings Ltd., Class A, ADS
-$2.2M
791,724
-2%
减持
DGX
Quest Diagnostics, Inc.
-$2.1M
1,513,888
-0%
减持
PSA
Public Storage, Inc.
-$2.0M
61,030
-7%
增持
DLR
Digital Realty Trust, Inc.
+$1.9M
103,395
+2%
减持
BAC
Bank of America Corp.
-$1.8M
2,827,109
-2%
增持
HUM
Humana Inc.
-$1.7M
43,589
+0%
增持
CHCT
Community Healthcare Trust, Inc.
+$1.6M
104,830
+107%
增持
BRX
Brixmor Property Group, Inc.
+$1.4M
690,910
+8%
减持
RKT
Rocket Companies, Inc., Class A
-$1.4M
3,493,673
-3%
增持
CUZ
Cousins Properties, Inc.
+$1.3M
692,495
+2%
减持
—
Everest Re Group, Ltd.
-$1.3M
44,858
-4%
减持
SAP
SAP SE, ADR
+$1.3M
140,899
-1%
增持
CCI
Crown Castle International Corp.
-$1.3M
74,840
+2%
增持
AMH
American Homes 4 Rent, Class A
+$1.2M
265,260
+2%
增持
VTR
Ventas, Inc.
+$1.2M
250,260
+2%
减持
CVS
CVS Health Corp.
-$1.1M
207,809
-0%
增持
EQR
Equity Residential
+$1.1M
144,555
+2%
增持
ARE
Alexandria Real Estate Equities, Inc.
-$1.1M
116,247
+2%
增持
SPG
Simon Property Group, Inc.
+$882.9K
134,770
+3%
减持
SCHW
Charles Schwab Corp.
+$856.1K
329,998
-3%
增持
UDR
UDR, Inc.
+$706.2K
244,610
+2%
增持
FITB
Fifth Third Bancorp
+$696.9K
2,467,424
+3%
减持
—
Liberty Formula One, Series A
-$633.9K
519,103
-2%
增持
BXP
Boston Properties, Inc.
+$596.4K
126,010
+2%
减持
PNC
PNC Financial Services Group, Inc.
-$590.4K
428,713
-0%
减持
—
Eaton Corp. PLC
+$507.5K
170,033
-14%
建仓
IVE
iShares S&P 500 Value Index Fund
+$428.3K
2,657
减持
UNH
UnitedHealth Group, Inc.
+$420.9K
113,794
-1%
增持
SHO
Sunstone Hotel Investors, Inc.
+$394.5K
836,200
+2%
增持
AMT
American Tower Corp Class A
-$351.1K
63,430
+2%
增持
CPT
Camden Property Trust
+$350.5K
58,360
+2%
增持
—
Vimeo, Inc.
+$289.5K
982,661
+0%
减持
TFC
Truist Financial Corp.
-$284.8K
66,014
-2%
减持
—
Liberty Formula One, Series C
-$275.9K
267,808
-2%
增持
DEI
Douglas Emmett, Inc.
+$273.9K
496,370
+3%
减持
—
Hollysys Automation Technologies, Ltd.
-$259.1K
5,428,153
-2%
增持
SUI
Sun Communities, Inc.
-$235.7K
33,840
+3%
增持
HIW
Highwoods Properties, Inc.
+$204.7K
157,020
+3%
减持
STT
State Street Corp.
-$191.7K
56,888
-1%
减持
MTB
M&T Bank Corp.
+$155.8K
46,895
-1%
减持
L
Loews Corp.
+$154.7K
1,549,767
-2%
减持
—
Bank of N.T. Butterfield & Son Ltd.
+$114.8K
3,222,053
-1%
减持
—
Liberty TripAdvisor Hldgs Inc. - A
-$54.2K
253,534
-1%
增持
—
Retail Opportunity Investments Corp.
-$52.7K
580,065
+3%
增持
FRT
Federal Realty Investment Trust
+$3.5K
52,500
+2%
