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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 101 项
增持 9
减持 87
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
HUM
Humana Inc.
+$670.1M
1,990,129
+4468%
减持
INTC
Intel Corp.
-$154.1M
6,791,218
-25%
减持
BRK/A
Berkshire Hathaway Inc., Class A
+$150.7M
1,848
-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
—
Hollysys Automation Technologies Ltd.
-$121.5M
654,467
-88%
增持
MGM
MGM Resorts International
+$99.9M
11,895,279
+15%
减持
META
Meta Platforms, Inc., Class A
+$94.2M
3,078,864
-22%
减持
WFC
Wells Fargo & Co.
-$82.6M
23,503,511
-20%
减持
BNY
Bank of New York Mellon Corp.
-$63.4M
10,283,435
-18%
减持
L
Loews Corp.
-$51.7M
629,559
-57%
减持
BRK/B
Berkshire Hathaway Inc., Class B
-$51.3M
809,942
-26%
减持
DGX
Quest Diagnostics Inc.
-$50.7M
2,381,163
-11%
减持
TXN
Texas Instruments, Inc.
-$38.3M
2,373,740
-10%
清仓
—
Eaton Corp. PLC
-$35.0M
0
-100%
减持
JPM
JPMorgan Chase & Co.
-$32.7M
3,227,669
-19%
减持
CI
Cigna Group
+$32.7M
1,453,170
-12%
减持
USB
U.S. Bancorp
-$27.5M
14,185,007
-7%
减持
GOOGL
Alphabet Inc., Class A
-$26.8M
3,082,282
-12%
减持
AMZN
Amazon.com, Inc.
-$25.7M
5,765,626
-18%
清仓
IVE
iShares S&P 500 Value Index Fund
-$24.3M
0
-100%
减持
DAR
Darling Ingredients Inc.
-$20.9M
2,847,011
-7%
减持
—
Bank of N.T. Butterfield & Son Limited
-$20.5M
1,085,560
-37%
减持
—
Ferguson PLC
-$18.1M
99,207
-52%
减持
DUSA
Davis Select U.S. Equity ETF
+$17.2M
3,385,789
-0%
减持
AGCO
AGCO Corporation
-$16.7M
1,356,659
-10%
减持
MSFT
Microsoft Corp.
-$16.6M
258,645
-22%
清仓
FWONK
Liberty Formula One, Series C
-$16.3M
0
-100%
减持
CARR
Carrier Global Corp.
-$16.2M
229,695
-55%
减持
MBC
Masterbrand, Inc.
-$13.6M
860,746
-57%
减持
UNH
UnitedHealth Group Inc.
-$12.6M
89,853
-17%
减持
COF
Capital One Financial Corp.
+$12.4M
9,675,321
-11%
减持
OC
Owens Corning
-$11.8M
2,316,199
-14%
减持
—
Chubb Ltd.
+$10.8M
1,262,467
-10%
减持
JD
JD.com Inc., Class A, ADR
-$9.6M
4,384,782
-2%
减持
TECK
Teck Resources Ltd., Class B
-$9.5M
11,584,005
-9%
减持
MKL
Markel Group, Inc
+$8.4M
286,091
-5%
减持
PPLI
IAC Inc.
-$8.3M
2,703,237
-7%
减持
VTRS
Viatris Inc.
+$7.5M
57,465,399
-8%
减持
CPNG
Coupang, Inc., Class A
+$7.4M
6,008,216
-2%
减持
FWONA
Liberty Formula One, Series A
-$6.6M
368,843
-24%
减持
DFNL
Davis Select Financial ETF
+$6.2M
2,128,485
-0%
减持
FITB
Fifth Third Bancorp
+$6.2M
2,485,189
-1%
增持
BEKE
KE Holdings Inc., Class A, ADR
+$6.1M
6,010,085
+28%
减持
AXP
American Express Co.
+$5.2M
766,345
-15%
减持
BAC
Bank of America Corp.
+$4.5M
1,197,479
-1%
减持
DWLD
Davis Select Worldwide ETF
+$4.4M
1,916,112
-2%
减持
GOOG
Alphabet Inc., Class C
+$3.6M
671,067
-4%
清仓
CUBE
CubeSmart
-$3.3M
0
-100%
减持
PNC
PNC Financial Services Group, Inc.
+$2.8M
499,320
-1%
减持
CVS
CVS Health Corporation
-$2.5M
172,743
-16%
减持
ESS
Essex Property Trust, Inc.
-$2.5M
46,311
-17%
增持
CPT
Camden Property Trust
+$2.5M
70,480
+57%
减持
BRX
Brixmor Property Group, Inc.
-$2.1M
615,590
-13%
减持
VTR
Ventas, Inc.
-$2.0M
285,910
-2%
减持
—
Hudson Pacific Properties Inc.
-$2.0M
687,953
-1%
减持
NOAH
Noah Holdings Ltd., Class A, ADS
-$2.0M
758,528
-2%
减持
DINT
Davis Select International ETF
+$2.0M
3,866,428
-1%
减持
TRNO
Terreno Realty Corp.
-$2.0M
158,617
-21%
减持
PLD
Prologis, Inc.
-$1.8M
181,256
-5%
增持
REXR
Rexford Industrial Realty, Inc.
+$1.6M
209,610
+32%
减持
AVB
AvalonBay Communities, Inc.
-$1.6M
66,120
-11%
减持
—
Everest Group, Ltd.
+$1.5M
41,209
-2%
减持
ORCL
Oracle Corporation
-$1.4M
141,313
-22%
减持
PSA
Public Storage, Inc.
-$1.3M
52,660
-3%
减持
SAP
SAP SE - ADR
+$1.3M
117,052
-16%
减持
—
Johnson Controls International plc
-$1.2M
436,724
-15%
减持
AMAT
Applied Materials, Inc.
-$1.0M
4,660,857
-21%
减持
SPG
Simon Property Group, Inc.
+$966.9K
107,610
-3%
增持
BABA
Alibaba Group Holding Ltd., ADR
-$932.2K
182,192
+0%
减持
BXP
Boston Properties, Inc.
-$929.9K
154,810
-2%
减持
YOU
Clear Secure, Inc.
-$886.8K
588,888
-9%
减持
REG
Regency Centers Corporation
-$885.3K
121,340
-1%
减持
—
Retail Opportunity Investments Corp.
-$807.3K
563,845
-2%
减持
DOC
Healthpeak Properties, Inc.
-$788.3K
255,746
-9%
减持
SLG
SL Green Realty Corp.
+$786.4K
84,220
-1%
减持
SCHW
Charles Schwab Corp.
+$777.7K
307,029
-1%
减持
EXR
Extra Space Storage, Inc.
-$745.7K
39,945
-3%
减持
DLR
Digital Realty Trust, Inc.
+$738.5K
101,965
-2%
增持
AMT
American Tower Corp
+$613.2K
66,680
+15%
增持
BIDU
Baidu, Inc. Class A, ADR
-$537.0K
47,337
+2%
减持
CUZ
Cousins Properties, Inc.
-$483.4K
682,895
-2%
减持
HIW
Highwoods Properties Inc.
+$471.9K
160,530
-1%
减持
RKT
Rocket Companies, Inc., Class A
-$471.6K
3,234,359
-1%
减持
VICI
VICI Properties, Inc.
-$459.0K
147,470
-3%
减持
CCI
Crown Castle, Inc.
-$457.5K
41,990
-1%
减持
SUI
Sun Communities, Inc.
-$332.6K
48,740
-1%
减持
—
Skechers U.S.A., Inc., Class A
-$314.2K
7,490
-40%
减持
UDR
UDR, Inc.
-$297.3K
201,630
-2%
减持
MTB
M & T Bank Corp
+$247.3K
48,247
-2%
减持
DEI
Douglas Emmett, Inc
-$211.0K
256,700
-1%
清仓
—
Liberty TripAdvisor Hldgs Inc. - A
-$201.5K
0
-100%
减持
FRT
Federal Realty Investment Trust
-$151.9K
61,360
-1%
减持
EQIX
Equinix, Inc.
-$122.8K
17,268
-3%
减持
AMH
American Homes 4 Rent - Class A
-$111.2K
245,470
-3%
增持
WCC
Wesco International, Inc.
+$106.4K
190,822
+2%
减持
CHCT
Community Healthcare Trust, Inc.
-$98.4K
220,150
-1%
减持
TFC
Truist Financial Corp.
-$71.5K
134,912
-7%
减持
EQR
Equity Residential
-$46.2K
139,705
-4%
减持
STT
State Street Corp.
-$35.3K
54,917
-1%
减持
WELL
Welltower, Inc.
+$30.1K
129,970
-3%
减持
SHO
Sunstone Hotel Investors, Inc.
+$13.9K
816,380
-4%
减持
ARE
Alexandria Real Estate Equities, Inc.
+$9.0K
141,657
-2%
