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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 98 项
建仓 3
增持 31
减持 60
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
COF
Capital One Financial Corp.
+$351.9M
10,891,619
-2%
减持
WFC
Wells Fargo & Co.
+$206.3M
29,354,991
-3%
建仓
AGCO
AGCO Corporation
+$183.6M
1,512,163
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。
增持
DGX
Quest Diagnostics, Inc.
+$164.4M
2,666,564
+60%
减持
USB
U.S. Bancorp
+$154.4M
15,286,371
-0%
减持
AMZN
Amazon.com, Inc.
+$121.0M
7,013,917
-6%
减持
INTC
Intel Corp.
+$120.4M
9,035,759
-4%
减持
OC
Owens Corning
-$104.5M
2,685,808
-27%
减持
BNY
Bank of New York Mellon Corp.
+$101.7M
12,602,375
-3%
增持
MGM
MGM Resorts International
+$99.7M
10,332,109
+5%
减持
JPM
JPMorgan Chase & Co.
+$79.3M
3,993,234
-3%
减持
META
Meta Platforms, Inc., Class A
-$66.8M
3,957,652
-19%
减持
VTRS
Viatris, Inc.
+$47.0M
62,661,728
-2%
增持
MKL
Markel Corp.
+$40.9M
300,604
+15%
减持
BAC
Bank of America Corp.
-$34.8M
1,215,443
-56%
减持
—
Hollysys Automation Technologies, Ltd.
+$31.8M
5,248,240
-2%
减持
—
Bank of N.T. Butterfield & Son Ltd.
-$31.5M
1,726,478
-46%
减持
AXP
American Express Co.
+$30.2M
903,491
-3%
清仓
—
Liberty Formula One, Series A
-$29.1M
0
-100%
减持
BRK/A
Berkshire Hathaway Inc., Class A
-$28.4M
1,883
-5%
建仓
FWONA
Liberty Formula One, Series A
+$28.3M
488,300
增持
PNC
PNC Financial Services Group, Inc.
+$25.4M
502,758
+18%
减持
GOOGL
Alphabet Inc., Class A
+$25.1M
3,522,043
-1%
增持
FITB
Fifth Third Bancorp
+$23.1M
2,502,465
+0%
增持
BEKE
KE Holdings, Inc
+$22.0M
4,711,272
+35%
增持
IVE
iShares S&P 500 Value Index Fund
+$21.6M
139,545
+713%
减持
RKT
Rocket Companies, Inc., Class A
+$19.6M
3,282,563
-4%
减持
AMAT
Applied Materials, Inc.
+$19.4M
5,937,245
-13%
减持
MSFT
Microsoft Corp.
+$19.2M
333,476
-1%
减持
TXN
Texas Instruments, Inc.
+$19.0M
2,650,737
-3%
清仓
—
Liberty Formula One, Series C
-$16.5M
0
-100%
建仓
FWONK
Liberty Formula One, Series C
+$16.3M
257,802
减持
TECK
Teck Resources Ltd., Class B
-$15.0M
12,769,491
-1%
增持
DUSA
Davis Select U.S. Equity ETF
+$14.3M
3,390,041
+2%
减持
—
Chubb Ltd.
+$13.8M
1,399,886
-4%
增持
WCC
Wesco International, Inc.
+$13.4M
187,354
+40%
减持
CPNG
Coupang, Inc., Class A
-$9.6M
6,145,093
-4%
减持
JD
JD.com, Inc., Class A, ADR
-$9.2M
4,490,036
-6%
减持
DAR
Darling Ingredients, Inc.
-$9.0M
3,075,812
-1%
减持
CI
The Cigna Group
+$8.6M
1,653,283
-3%
增持
DFNL
Davis Select Financial ETF
+$8.2M
2,138,178
+1%
增持
ARE
Alexandria Real Estate Equities, Inc.
+$6.3M
143,977
+21%
增持
AMT
American Tower Corp Class A
+$5.2M
58,190
+30%
减持
L
Loews Corp.
+$5.0M
1,450,893
-4%
减持
GOOG
Alphabet Inc., Class C
+$4.7M
699,392
-2%
增持
DWLD
Davis Select Worldwide ETF
+$4.5M
1,953,004
+1%
增持
VTR
Ventas, Inc.
+$3.9M
290,590
+16%
减持
—
Eaton Corp. PLC
+$3.8M
145,440
-1%
减持
SCHW
Charles Schwab Corp.
+$3.7M
311,523
-3%
减持
SAP
SAP SE, ADR
+$3.3M
139,367
-1%
减持
PPLI
IAC Inc.
+$3.2M
2,910,455
-2%
增持
DINT
Davis Select International ETF
+$3.1M
3,916,775
+1%
增持
CUZ
Cousins Properties, Inc.
+$2.8M
694,055
+0%
减持
DEI
Douglas Emmett, Inc.
-$2.8M
260,100
-49%
增持
—
Johnson Controls International PLC
+$2.6M
515,723
+1%
清仓
NTST
NetSTREIT Corp.
-$2.5M
0
-100%
减持
MBC
Masterbrand, Inc.
+$2.1M
2,000,385
-12%
减持
SPG
Simon Property Group, Inc.
+$2.0M
111,280
-13%
增持
CVS
CVS Health Corp.
+$2.0M
206,414
+1%
增持
REXR
Rexford Industrial Realty, Inc.
+$1.8M
159,280
+11%
减持
PLD
Prologis, Inc.
+$1.8M
190,596
-9%
增持
BRX
Brixmor Property Group, Inc.
+$1.8M
711,430
+0%
减持
BABA
Alibaba Group Holding Ltd
-$1.8M
182,114
-1%
增持
CCI
Crown Castle International Corp.
+$1.8M
42,550
+25%
增持
BXP
Boston Properties, Inc.
+$1.7M
157,340
+0%
减持
ESS
Essex Property Trust, Inc.
+$1.7M
55,751
-3%
增持
FRT
Federal Realty Investment Trust
+$1.5M
62,280
+15%
增持
DLR
Digital Realty Trust, Inc.
+$1.4M
103,645
+0%
减持
DOC
Healthpeak Properties, Inc.
-$1.4M
281,996
-26%
减持
PSA
Public Storage, Inc.
+$1.4M
54,490
-6%
减持
—
Everest Re Group, Ltd.
-$1.4M
41,963
-4%
减持
HUM
Humana Inc.
-$1.3M
43,563
-0%
增持
CARR
Carrier Global Corp.
+$1.2M
514,650
+0%
清仓
IQ
iQIYI, Inc., Class A, ADR
-$1.2M
0
-100%
增持
TRNO
Terreno Realty Corp.
+$1.2M
199,937
+0%
增持
SHO
Sunstone Hotel Investors, Inc.
+$1.2M
846,280
+0%
减持
BRK/B
Berkshire Hathaway Inc., Class B
+$1.2M
1,098,843
-1%
减持
TFC
Truist Financial Corp.
+$1.1M
144,376
-2%
增持
CHCT
Community Healthcare Trust, Inc.
+$1.1M
223,100
+37%
减持
UDR
UDR, Inc.
-$1.1M
204,760
-18%
减持
CPT
Camden Property Trust
-$1.1M
44,890
-23%
减持
NOAH
Noah Holdings Ltd., Class A, ADS
+$882.6K
773,993
-2%
减持
YOU
Clear Secure, Inc.
+$770.2K
649,513
-2%
增持
BIDU
Baidu, Inc., Class A, ADR
-$674.5K
46,357
+1%
减持
—
Ferguson PLC
+$651.8K
206,170
-13%
减持
EQIX
Equinix, Inc.
+$635.2K
17,848
-6%
减持
EXR
Extra Space Storage, Inc.
+$614.6K
41,275
-16%
减持
ORCL
Oracle Corp.
-$614.5K
181,985
-3%
增持
MTB
M&T Bank Corp.
+$610.9K
49,385
+1%
减持
—
Retail Opportunity Investments Corp.
+$605.3K
572,755
-5%
减持
STT
State Street Corp.
+$537.1K
55,273
-1%
减持
WELL
Welltower Inc.
-$394.0K
134,350
-12%
增持
EQR
Equity Residential
+$376.2K
144,915
+0%
减持
CUBE
CubeSmart
-$373.7K
72,040
-26%
减持
UNH
UnitedHealth Group, Inc.
-$285.3K
108,331
-5%
减持
AMH
American Homes 4 Rent, Class A
+$203.0K
254,160
-4%
减持
—
Liberty TripAdvisor Hldgs Inc. - A
+$79.7K
237,084
-5%
减持
AVB
AvalonBay Communities, Inc.
-$59.8K
74,020
-9%
