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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 92 项
建仓 4
增持 29
减持 57
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
MGM
MGM Resorts International
+$361.9M
9,845,345
减持
META
Meta Platforms, Inc., Class A
-$172.5M
4,888,906
-14%
减持
COF
Capital One Financial Corp.
-$155.8M
11,089,149
-2%
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。
减持
AMZN
Amazon.com, Inc.
-$128.2M
7,431,131
-10%
减持
WFC
Wells Fargo & Co.
-$73.4M
30,313,265
-1%
减持
TXN
Texas Instruments, Inc.
-$70.4M
2,722,415
-3%
减持
AMAT
Applied Materials, Inc.
-$61.0M
6,809,823
-2%
建仓
BEKE
KE Holdings, Inc
+$54.4M
3,502,766
减持
INTC
Intel Corp.
-$43.9M
9,385,423
-17%
减持
OC
Owens Corning
-$42.3M
3,684,624
-12%
减持
DAR
Darling Ingredients, Inc.
-$41.1M
3,109,149
-3%
减持
GOOGL
Alphabet Inc., Class A
+$35.2M
3,568,210
-1%
减持
BNY
Bank of New York Mellon Corp.
-$30.2M
12,996,471
-1%
减持
AXP
American Express Co.
-$26.4M
932,300
-2%
减持
JD
JD.com, Inc., Class A, ADR
-$26.1M
4,769,477
-1%
减持
MKL
Markel Corp.
+$19.1M
262,103
-1%
减持
—
Chubb Ltd.
+$17.8M
1,453,549
-2%
减持
JPM
JPMorgan Chase & Co.
-$11.8M
4,137,185
-2%
减持
TECK
Teck Resources Ltd., Class B
+$11.5M
12,875,150
-0%
减持
MSFT
Microsoft Corp.
-$11.4M
336,436
-3%
减持
—
Hollysys Automation Technologies, Ltd.
+$11.0M
5,368,114
-1%
增持
PPLI
IAC Inc.
-$9.9M
2,960,918
+17%
增持
DGX
Quest Diagnostics, Inc.
-$9.6M
1,667,698
+10%
减持
—
Johnson Controls International PLC
-$7.8M
509,477
-1%
清仓
—
Life Storage, Inc.
-$7.3M
0
-100%
减持
BRK/A
Berkshire Hathaway Inc., Class A
+$6.8M
1,976
-2%
减持
IQ
iQIYI, Inc., Class A, ADR
-$6.5M
254,236
-82%
建仓
EXR
Extra Space Storage, Inc.
+$6.0M
49,375
减持
—
Liberty Formula One, Series A
-$6.0M
514,877
-1%
减持
GOOG
Alphabet Inc., Class C
+$5.8M
712,177
-2%
减持
CCI
Crown Castle International Corp.
-$5.4M
33,920
-55%
减持
BAC
Bank of America Corp.
-$5.3M
2,766,991
-2%
减持
AMT
American Tower Corp Class A
-$4.9M
44,780
-29%
增持
WCC
Wesco International, Inc.
-$4.7M
133,510
+0%
减持
CPNG
Coupang, Inc., Class A
-$4.3M
6,415,197
-2%
减持
BRK/B
Berkshire Hathaway Inc., Class B
+$4.3M
1,115,427
-2%
减持
AVB
AvalonBay Communities, Inc.
-$4.1M
81,040
-15%
清仓
—
Vimeo, Inc.
-$4.0M
0
-100%
减持
L
Loews Corp.
+$3.9M
1,515,387
-2%
减持
ESS
Essex Property Trust, Inc.
-$3.9M
57,191
-16%
减持
—
Liberty Formula One, Series C
-$3.6M
265,230
-1%
减持
ORCL
Oracle Corp.
-$3.5M
186,945
-4%
增持
VTRS
Viatris, Inc.
+$3.4M
64,063,785
+2%
减持
RKT
Rocket Companies, Inc., Class A
-$3.4M
3,410,601
-2%
减持
CI
The Cigna Group
+$3.2M
1,700,471
-1%
建仓
SLG
SL Green Realty Corp.
+$3.2M
85,380
减持
—
Eaton Corp. PLC
-$3.0M
146,334
-14%
减持
YOU
Clear Secure, Inc.
-$3.0M
663,985
-1%
增持
DOC
Healthpeak Properties, Inc.
+$3.0M
380,516
+90%
减持
CARR
Carrier Global Corp.
-$2.7M
513,418
-18%
减持
UNH
UnitedHealth Group, Inc.
+$2.6M
113,684
-0%
减持
PSA
Public Storage, Inc.
-$2.6M
57,800
-5%
减持
USB
U.S. Bancorp
-$2.4M
15,340,624
-1%
增持
IVE
iShares S&P 500 Value Index Fund
+$2.2M
17,162
+546%
增持
TFC
Truist Financial Corp.
+$2.2M
146,866
+122%
减持
WELL
Welltower Inc.
-$2.2M
152,690
-16%
增持
BXP
Boston Properties, Inc.
+$2.1M
156,890
+25%
增持
—
Hudson Pacific Properties, Inc.
+$1.7M
693,643
+2%
减持
SPG
Simon Property Group, Inc.
-$1.7M
128,130
-5%
减持
HUM
Humana Inc.
+$1.7M
43,564
-0%
增持
REG
Regency Centers Corp.
+$1.7M
122,890
+35%
减持
CUBE
CubeSmart
-$1.6M
97,370
-18%
增持
UDR
UDR, Inc.
-$1.6M
250,290
+2%
减持
—
Ferguson PLC
+$1.6M
237,800
-0%
减持
PNC
PNC Financial Services Group, Inc.
-$1.5M
427,564
-0%
增持
SUI
Sun Communities, Inc.
+$1.4M
49,380
+46%
增持
FITB
Fifth Third Bancorp
-$1.4M
2,497,371
+1%
增持
CHCT
Community Healthcare Trust, Inc.
+$1.4M
163,400
+56%
减持
—
Bank of N.T. Butterfield & Son Ltd.
-$1.4M
3,204,685
-1%
减持
NOAH
Noah Holdings Ltd., Class A, ADS
-$1.3M
786,389
-1%
增持
ARE
Alexandria Real Estate Equities, Inc.
-$1.2M
119,407
+3%
增持
VTR
Ventas, Inc.
-$1.2M
251,370
+0%
增持
MBC
Masterbrand, Inc.
+$1.2M
2,272,376
+0%
增持
SAP
SAP SE, ADR
-$1.1M
140,912
+0%
减持
SCHW
Charles Schwab Corp.
-$1.0M
322,279
-2%
减持
—
Everest Re Group, Ltd.
+$890.1K
43,655
-3%
增持
SHO
Sunstone Hotel Investors, Inc.
-$577.1K
843,340
+1%
减持
BABA
Alibaba Group Holding Ltd
+$531.6K
183,624
-1%
减持
BIDU
Baidu, Inc., Class A, ADR
-$500.7K
46,112
-6%
增持
BRX
Brixmor Property Group, Inc.
-$461.0K
709,290
+3%
减持
STT
State Street Corp.
-$418.7K
55,919
-2%
增持
—
Retail Opportunity Investments Corp.
-$406.3K
600,195
+3%
增持
HIW
Highwoods Properties, Inc.
-$405.4K
162,490
+3%
增持
TRNO
Terreno Realty Corp.
-$384.6K
199,417
+2%
增持
MTB
M&T Bank Corp.
+$355.0K
48,705
+4%
增持
NTST
NetSTREIT Corp.
-$338.3K
160,780
+1%
增持
DEI
Douglas Emmett, Inc.
+$306.3K
512,980
+3%
增持
VICI
VICI Properties, Inc.
-$301.5K
152,200
+1%
增持
REXR
Rexford Industrial Realty, Inc.
-$272.5K
144,090
+2%
增持
FRT
Federal Realty Investment Trust
-$168.3K
54,200
+3%
减持
CVS
CVS Health Corp.
-$78.4K
204,632
-2%
减持
—
Liberty TripAdvisor Hldgs Inc. - A
-$43.0K
249,144
-2%
