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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 98 项
建仓 3
增持 27
减持 63
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
CVS
CVS Health Corporation
+$488.0M
11,385,950
+2998%
减持
INTC
Intel Corp.
-$244.7M
2,567,616
-80%
减持
BNY
Bank of New York Mellon Corp.
-$221.5M
2,136,974
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。
-60%
减持
COF
Capital One Financial Corp.
+$207.6M
9,249,045
-4%
减持
WFC
Wells Fargo & Co.
-$199.2M
8,635,051
-39%
增持
MKL
Markel Group, Inc
+$185.3M
370,522
+28%
减持
HUM
Humana Inc.
-$158.9M
2,256,909
-2%
减持
JPM
JPMorgan Chase & Co.
-$137.4M
657,723
-53%
减持
TECK
Teck Resources Ltd., Class B
-$137.1M
11,298,820
-1%
减持
CI
Cigna Group
-$103.5M
1,431,796
-1%
减持
META
Meta Platforms, Inc., Class A
-$94.7M
2,492,597
-8%
减持
AMZN
Amazon.com, Inc.
+$78.4M
3,807,582
-6%
减持
OC
Owens Corning
-$71.6M
1,811,263
-16%
增持
AMAT
Applied Materials, Inc.
-$64.6M
4,712,217
+15%
减持
GOOGL
Alphabet Inc., Class A
+$62.9M
3,015,704
-2%
建仓
YMM
Full Truck Alliance Co. Ltd.
+$58.4M
5,400,391
增持
MGM
MGM Resorts International
-$54.0M
19,920,713
+5%
建仓
NTES
NetEase Inc. - ADR
+$53.3M
597,320
减持
VTRS
Viatris Inc.
+$51.7M
62,573,562
-0%
减持
BEKE
KE Holdings Inc., Class A, ADR
-$49.9M
3,647,872
-38%
减持
TXN
Texas Instruments, Inc.
-$47.0M
2,350,090
-0%
减持
BRK/A
Berkshire Hathaway Inc., Class A
-$40.4M
1,582
-2%
减持
—
Chubb Ltd.
-$37.3M
1,095,002
-7%
增持
IVE
iShares S&P 500 Value Index Fund
+$35.1M
197,175
+1453%
增持
TCOM
Trip.com Group Ltd., ADR
+$34.6M
3,747,161
+0%
减持
PPLI
IAC Inc.
-$31.7M
2,635,624
-2%
减持
USB
U.S. Bancorp
+$29.4M
14,375,139
-0%
减持
DAR
Darling Ingredients Inc.
-$25.1M
2,378,248
-16%
增持
RKT
Rocket Companies, Inc., Class A
-$25.0M
3,170,939
+0%
减持
JD
JD.com Inc., Class A, ADR
-$22.4M
355,833
-59%
减持
SOLV
Solventum Corp.
-$20.9M
5,246,614
-0%
减持
BRK/B
Berkshire Hathaway Inc., Class B
-$18.6M
717,513
-4%
减持
CPNG
Coupang, Inc., Class A
-$15.9M
5,911,885
-0%
减持
AGCO
AGCO Corporation
-$13.7M
1,991,357
-2%
清仓
BABA
Alibaba Group Holding Ltd., ADR
-$13.6M
0
-100%
减持
COP
ConocoPhillips
-$12.2M
1,370,773
-3%
减持
PLD
Prologis, Inc.
-$12.2M
179,096
-27%
减持
GOOG
Alphabet Inc., Class C
+$11.9M
646,956
-3%
减持
DGX
Quest Diagnostics Inc.
-$10.8M
2,397,260
-0%
减持
TSN
Tyson Foods Inc
-$8.4M
3,080,686
-1%
增持
DINT
Davis Select International ETF
-$8.4M
3,869,214
+0%
减持
SE
Sea Ltd., Class A, ADR
+$6.5M
638,014
-2%
增持
BAC
Bank of America Corp.
+$5.0M
1,170,435
+0%
减持
PSA
Public Storage, Inc.
-$4.8M
50,090
-8%
减持
YOU
Clear Secure, Inc.
-$4.2M
579,686
-2%
清仓
—
Retail Opportunity Investments Corp.
-$4.2M
0
-100%
减持
—
Johnson Controls International plc
-$4.1M
403,534
-13%
减持
UNH
UnitedHealth Group Inc.
-$4.0M
51,115
-0%
减持
PNC
PNC Financial Services Group, Inc.
+$4.0M
501,629
-0%
减持
MSFT
Microsoft Corp.
-$3.6M
254,991
-1%
清仓
SUI
Sun Communities, Inc.
-$3.5M
0
-100%
增持
WCC
Wesco International, Inc.
+$3.5M
256,987
+0%
增持
L
Loews Corp.
+$3.5M
606,197
+0%
减持
AXP
American Express Co.
+$3.5M
274,490
-5%
减持
VTR
Ventas, Inc.
-$3.2M
251,750
-10%
增持
—
RenaissanceRe Holdings Ltd
-$3.1M
142,313
+1%
增持
DWLD
Davis Select Worldwide ETF
-$3.0M
1,917,980
+0%
减持
CUZ
Cousins Properties, Inc.
-$2.8M
504,215
-19%
增持
SCHW
Charles Schwab Corp.
+$2.8M
300,056
+0%
增持
REXR
Rexford Industrial Realty, Inc.
+$2.6M
339,590
+62%
增持
DFNL
Davis Select Financial ETF
+$2.4M
2,129,265
+0%
增持
ARE
Alexandria Real Estate Equities, Inc.
-$2.2M
150,197
+6%
减持
EXR
Extra Space Storage, Inc.
-$1.9M
61,085
-1%
增持
DUSA
Davis Select U.S. Equity ETF
+$1.5M
3,386,897
+0%
减持
HIW
Highwoods Properties Inc.
-$1.3M
130,050
-17%
减持
SAP
SAP SE - ADR
+$1.2M
97,487
-2%
增持
AMT
American Tower Corp
-$1.2M
89,530
+18%
减持
CCI
Crown Castle, Inc.
-$1.2M
41,260
-1%
减持
SHO
Sunstone Hotel Investors, Inc.
+$1.2M
802,620
-1%
增持
—
Hudson Pacific Properties Inc.
+$1.1M
2,280,963
+88%
减持
NOAH
Noah Holdings Ltd., Class A, ADS
-$1.0M
1,665,696
-0%
增持
—
Everest Group, Ltd.
-$1.0M
39,212
+1%
清仓
—
Lam Research Corp.
-$1.0M
0
-100%
增持
FITB
Fifth Third Bancorp
-$998.6K
2,444,176
+0%
减持
EQIX
Equinix, Inc.
+$945.5K
19,198
-1%
建仓
LRCX
Lam Research Corp.
+$887.0K
12,280
减持
TRNO
Terreno Realty Corp.
-$831.1K
101,477
-1%
增持
STT
State Street Corp.
+$814.6K
63,111
+4%
减持
ORCL
Oracle Corporation
-$696.2K
137,210
-1%
增持
MTB
M & T Bank Corp
+$689.6K
49,678
+2%
减持
DOC
Healthpeak Properties, Inc.
-$686.9K
248,366
-1%
清仓
FWONA
Liberty Formula One, Series A
-$686.0K
0
-100%
减持
VICI
VICI Properties, Inc.
-$625.4K
145,300
-1%
减持
CPT
Camden Property Trust
-$574.0K
69,380
-1%
减持
UDR
UDR, Inc.
-$442.0K
195,910
-1%
增持
TFC
Truist Financial Corp.
+$436.9K
145,379
+6%
减持
ESS
Essex Property Trust, Inc.
-$393.8K
33,241
-1%
减持
AVB
AvalonBay Communities, Inc.
-$384.7K
56,220
-1%
减持
EQR
Equity Residential
-$319.6K
100,455
-1%
减持
DLR
Digital Realty Trust, Inc.
-$299.1K
90,645
-10%
增持
EGP
Eastgroup Properties, Inc.
-$277.1K
44,440
+12%
减持
AMH
American Homes 4 Rent - Class A
-$264.7K
216,670
-1%
减持
FRT
Federal Realty Investment Trust
-$233.1K
60,070
-1%
减持
SPG
Simon Property Group, Inc.
-$225.9K
80,720
-3%
增持
—
Bank of N.T. Butterfield & Son Limited
-$144.6K
1,076,424
+1%
减持
REG
Regency Centers Corporation
+$142.1K
118,830
-1%
减持
BRX
Brixmor Property Group, Inc.
-$99.5K
491,270
-1%
减持
WELL
Welltower, Inc.
-$83.4K
29,550
-1%
