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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 93 项建仓 7增持 23减持 60清仓 3

方向

标的

Δ市值

现股数(环比)

减持

WFC Wells Fargo & Co.

-$450.6M

15,350,126 -35%

建仓

SOLV Solventum Corp.

+$273.1M

5,163,955

减持

JPM JPMorgan Chase & Co.

-$272.5M

1,849,353 -43%

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。

建仓

TSN Tyson Foods Inc

+$177.4M

3,105,330

增持

HUM Humana Inc.

+$173.6M

2,311,362 +16%

减持

BNY Bank of New York Mellon Corp.

-$146.3M

7,450,908 -28%

减持

COF Capital One Financial Corp.

-$106.5M

9,635,496 -0%

减持

GOOGL Alphabet Inc., Class A

+$94.8M

3,074,425 -0%

增持

INTC Intel Corp.

+$91.6M

12,642,316 +86%

减持

AXP American Express Co.

-$90.3M

363,803 -53%

增持

VTRS Viatris Inc.

-$74.5M

57,535,953 +0%

增持

USB U.S. Bancorp

-$69.2M

14,228,444 +0%

减持

AMZN Amazon.com, Inc.

+$65.5M

5,720,344 -1%

减持

BRK/A Berkshire Hathaway Inc., Class A

-$51.4M

1,831 -1%

减持

CI Cigna Group

-$49.7M

1,446,129 -0%

减持

META Meta Platforms, Inc., Class A

+$47.6M

3,059,517 -1%

建仓

SE Sea Ltd., Class A, ADR

+$46.6M

652,316

减持

TXN Texas Instruments, Inc.

+$45.8M

2,361,294 -1%

建仓

COP ConocoPhillips

+$43.5M

379,971

增持

AGCO AGCO Corporation

-$34.0M

1,357,633 +0%

增持

MGM MGM Resorts International

-$32.2M

11,911,559 +0%

减持

DAR Darling Ingredients Inc.

-$28.1M

2,837,718 -0%

减持

AMAT Applied Materials, Inc.

+$26.6M

4,185,924 -10%

增持

PLD Prologis, Inc.

-$23.6M

236,886 +31%

减持

TECK Teck Resources Ltd., Class B

+$22.0M

11,530,660 -0%

增持

GOOG Alphabet Inc., Class C

+$21.7M

675,447 +1%

清仓

— Ferguson PLC

-$21.7M

0 -100%

减持

CPNG Coupang, Inc., Class A

+$18.3M

5,974,842 -1%

减持

ARE Alexandria Real Estate Equities, Inc.

-$18.3M

141,587 -0%

增持

PPLI IAC Inc.

-$17.5M

2,704,207 +0%

增持

MKL Markel Group, Inc

+$17.0M

287,061 +0%

减持

SPG Simon Property Group, Inc.

-$16.8M

85,140 -21%

减持

CUZ Cousins Properties, Inc.

-$16.4M

682,525 -0%

增持

PSA Public Storage, Inc.

-$15.3M

55,620 +6%

减持

DLR Digital Realty Trust, Inc.

-$14.7M

101,905 -0%

减持

BRX Brixmor Property Group, Inc.

-$14.4M

503,980 -18%

减持

EQIX Equinix, Inc.

-$14.3M

17,258 -0%

清仓

CARR Carrier Global Corp.

-$13.4M

0 -100%

增持

AMT American Tower Corp

-$13.2M

76,070 +14%

减持

VTR Ventas, Inc.

-$12.4M

285,660 -0%

减持

AVB AvalonBay Communities, Inc.

-$12.3M

57,770 -13%

减持

WELL Welltower, Inc.

-$12.1M

96,500 -26%

减持

— Hollysys Automation Technologies Ltd.

-$12.0M

220,761 -66%

减持

ESS Essex Property Trust, Inc.

-$11.3M

46,271 -0%

增持

BRK/B Berkshire Hathaway Inc., Class B

-$11.0M

810,163 +0%

减持

TRNO Terreno Realty Corp.

-$10.5M

158,467 -0%

增持

DGX Quest Diagnostics Inc.

+$10.3M

2,390,828 +0%

减持

BXP Boston Properties, Inc.

-$10.1M

154,730 -0%

减持

SHO Sunstone Hotel Investors, Inc.

-$9.1M

815,490 -0%

减持

AMH American Homes 4 Rent - Class A

-$9.0M

222,270 -9%

减持

OC Owens Corning

+$9.0M

2,275,729 -2%

减持

JD JD.com Inc., Class A, ADR

-$8.9M

4,304,912 -2%

减持

EQR Equity Residential

-$8.8M

103,015 -26%

增持

CVS CVS Health Corporation

+$7.8M

364,782 +111%

增持

NOAH Noah Holdings Ltd., Class A, ADS

+$7.6M

1,681,650 +122%

减持

UDR UDR, Inc.

-$7.5M

201,490 -0%

减持

REG Regency Centers Corporation

-$7.3M

121,200 -0%

减持

— Retail Opportunity Investments Corp.

-$7.2M

499,455 -11%

减持

CPT Camden Property Trust

-$6.9M

70,430 -0%

减持

MSFT Microsoft Corp.

+$6.6M

258,122 -0%

减持

— Chubb Ltd.

-$6.5M

1,256,840 -0%

减持

SUI Sun Communities, Inc.

-$6.3M

26,670 -45%

减持

FRT Federal Realty Investment Trust

-$6.3M

61,320 -0%

增持

EXR Extra Space Storage, Inc.

-$5.9M

61,595 +54%

减持

CHCT Community Healthcare Trust, Inc.

-$5.8M

219,990 -0%

减持

DOC Healthpeak Properties, Inc.

-$4.8M

255,476 -0%

清仓

SLG SL Green Realty Corp.

-$4.6M

0 -100%

减持

CCI Crown Castle, Inc.

-$4.4M

41,950 -0%

增持

— Hudson Pacific Properties Inc.

-$4.4M

1,224,493 +78%

减持

VICI VICI Properties, Inc.

-$4.4M

147,340 -0%

建仓

IVE iShares S&P 500 Value Index Fund

+$4.3M

23,681

减持

MBC Masterbrand, Inc.

-$4.0M

823,506 -4%

减持

DEI Douglas Emmett, Inc

-$3.6M

127,180 -50%

减持

— Bank of N.T. Butterfield & Son Limited

+$3.2M

1,080,340 -0%

减持

RKT Rocket Companies, Inc., Class A

-$3.0M

3,217,609 -1%

减持

SAP SAP SE - ADR

-$2.9M

98,807 -16%

减持

L Loews Corp.

-$2.4M

626,859 -0%

减持

BEKE KE Holdings Inc., Class A, ADR

+$2.3M

5,995,230 -0%

减持

FITB Fifth Third Bancorp

-$2.0M

2,478,079 -0%

增持

WCC Wesco International, Inc.

-$2.0M

193,646 +1%

减持

BAC Bank of America Corp.

+$2.0M

1,190,869 -1%

减持

ORCL Oracle Corporation

+$1.8M

138,132 -2%

增持

UNH UnitedHealth Group Inc.

+$1.5M

90,293 +0%

增持

YOU Clear Secure, Inc.

-$1.5M

589,764 +0%

增持

PNC PNC Financial Services Group, Inc.

-$1.3M

510,360 +2%

减持

FWONA Liberty Formula One, Series A

+$1.3M

357,861 -3%

减持

BABA Alibaba Group Holding Ltd., ADR

-$950.0K

169,908 -7%

减持

BIDU Baidu, Inc. Class A, ADR

-$932.8K

46,841 -1%

减持

— Everest Group, Ltd.

-$801.1K

40,889 -1%

增持

— Johnson Controls International plc

+$696.2K

439,642 +1%

建仓

CCK Crown Holdings, Inc.

+$637.5K

8,570

减持

SCHW Charles Schwab Corp.

+$249.4K

304,789 -1%

建仓

MAA Mid-America Apartment Communities, Inc.

+$0

24,080