小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 101 项
建仓 5
增持 41
减持 54
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
CVS
CVS Health Corporation
+$271.3M
11,549,057
+1%
建仓
QSR
Restaurant Brands International, Inc.
+$224.7M
3,372,511
增持
VTRS
Viatris Inc.
-$213.3M
64,948,236
+4%
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
META
Meta Platforms, Inc., Class A
-$185.5M
2,210,250
-11%
减持
BRK/A
Berkshire Hathaway Inc., Class A
+$166.8M
1,558
-2%
减持
AMZN
Amazon.com, Inc.
-$165.6M
3,519,954
-8%
增持
TSN
Tyson Foods Inc
+$121.6M
4,679,582
+52%
增持
GOOGL
Alphabet Inc., Class A
-$100.8M
3,039,483
+1%
增持
CI
Cigna Group
+$76.2M
1,433,251
+0%
增持
MGM
MGM Resorts International
-$73.3M
20,815,057
+4%
增持
USB
U.S. Bancorp
-$58.9M
14,889,014
+4%
增持
SOLV
Solventum Corp.
+$55.5M
5,288,138
+1%
增持
MKL
Markel Group, Inc
+$54.9M
371,469
+0%
减持
OC
Owens Corning
-$53.2M
1,787,242
-1%
增持
TCOM
Trip.com Group Ltd., ADR
+$51.9M
4,862,997
+30%
减持
INTC
Intel Corp.
-$51.2M
10,683
-100%
减持
TECK
Teck Resources Ltd., Class B
-$50.3M
11,190,628
-1%
增持
HUM
Humana Inc.
+$44.3M
2,331,343
+3%
建仓
APP
AppLovin Corp., Class A
+$43.2M
163,011
减持
DGX
Quest Diagnostics Inc.
+$42.5M
2,388,302
-0%
增持
AMAT
Applied Materials, Inc.
-$41.7M
4,993,172
+6%
增持
YMM
Full Truck Alliance Co. Ltd.
+$41.4M
7,819,344
+45%
减持
BRK/B
Berkshire Hathaway Inc., Class B
+$36.1M
678,453
-5%
减持
COF
Capital One Financial Corp.
-$35.7M
8,999,453
-3%
减持
IVE
iShares S&P 500 Value Index Fund
-$33.9M
19,712
-90%
减持
BEKE
KE Holdings Inc., Class A, ADR
-$29.8M
1,860,528
-49%
建仓
VALE
Vale S.A., ADR
+$27.3M
2,733,513
减持
—
Chubb Ltd.
+$25.5M
1,086,389
-1%
减持
GOOG
Alphabet Inc., Class C
-$22.2M
646,697
-0%
增持
COP
ConocoPhillips
+$11.3M
1,402,068
+2%
增持
MSFT
Microsoft Corp.
-$11.2M
256,523
+1%
减持
PNC
PNC Financial Services Group, Inc.
-$9.6M
495,808
-1%
减持
AXP
American Express Co.
-$8.4M
271,435
-1%
增持
PPLI
IAC Inc.
+$8.4M
2,657,782
+1%
减持
NTES
NetEase Inc. - ADR
+$8.1M
596,114
-0%
增持
FITB
Fifth Third Bancorp
-$6.9M
2,461,119
+1%
减持
DLR
Digital Realty Trust, Inc.
-$6.5M
67,130
-26%
增持
WCC
Wesco International, Inc.
-$6.4M
258,503
+1%
减持
EQIX
Equinix, Inc.
-$5.6M
15,373
-20%
增持
DINT
Davis Select International ETF
+$5.4M
3,890,080
+1%
减持
BNY
Bank of New York Mellon Corp.
-$3.9M
1,910,645
-11%
减持
NOAH
Noah Holdings Ltd., Class A, ADS
-$3.9M
1,654,817
-1%
增持
TXN
Texas Instruments, Inc.
-$3.8M
2,431,035
+3%
减持
ORCL
Oracle Corporation
-$3.8M
136,380
-1%
清仓
WELL
Welltower, Inc.
-$3.7M
0
-100%
减持
L
Loews Corp.
+$3.7M
599,066
-1%
减持
SAP
SAP SE - ADR
-$3.6M
76,126
-22%
减持
FRT
Federal Realty Investment Trust
-$3.5M
32,930
-45%
建仓
SUI
Sun Communities, Inc.
+$3.2M
25,040
减持
BAC
Bank of America Corp.
-$3.2M
1,156,148
-1%
增持
MAA
Mid-America Apartment Communities, Inc.
+$3.1M
51,450
+44%
减持
AMT
American Tower Corp
+$2.9M
88,940
-1%
增持
DAR
Darling Ingredients Inc.
-$2.8M
2,476,469
+4%
减持
SPG
Simon Property Group, Inc.
-$2.6M
68,033
-16%
减持
DWLD
Davis Select Worldwide ETF
+$2.6M
1,916,287
-0%
增持
DFNL
Davis Select Financial ETF
+$2.6M
2,129,860
+0%
减持
VTR
Ventas, Inc.
+$2.4M
250,190
-1%
增持
BXP
BXP, Inc.
+$2.3M
203,440
+33%
减持
CUZ
Cousins Properties, Inc.
-$2.3M
446,935
-11%
减持
—
Bank of N.T. Butterfield & Son Limited
+$2.2M
1,068,441
-1%
减持
RKT
Rocket Companies, Inc., Class A
+$2.2M
3,139,289
-1%
减持
SHO
Sunstone Hotel Investors, Inc.
-$2.1M
791,730
-1%
增持
DEI
Douglas Emmett, Inc
+$2.0M
268,820
+116%
减持
JD
JD.com Inc., Class A, ADR
+$1.9M
345,461
-3%
建仓
NTST
NetSTREIT Corp.
+$1.8M
114,960
增持
AGCO
AGCO Corporation
+$1.5M
2,027,266
+2%
减持
WFC
Wells Fargo & Co.
+$1.4M
8,468,647
-2%
减持
UDR
UDR, Inc.
-$1.3M
158,610
-19%
增持
CHCT
Community Healthcare Trust, Inc.
+$1.3M
301,740
+40%
增持
CPT
Camden Property Trust
+$1.3M
76,510
+10%
增持
REXR
Rexford Industrial Realty, Inc.
+$1.1M
363,620
+7%
减持
SCHW
Charles Schwab Corp.
+$1.1M
297,606
-1%
增持
AMH
American Homes 4 Rent - Class A
+$1.1M
243,120
+12%
减持
ESS
Essex Property Trust, Inc.
-$986.8K
27,731
-17%
减持
CPNG
Coupang, Inc., Class A
-$973.1K
5,880,990
-1%
增持
—
RenaissanceRe Holdings Ltd
-$896.7K
143,801
+1%
减持
BRX
Brixmor Property Group, Inc.
-$817.2K
484,360
-1%
增持
EGP
Eastgroup Properties, Inc.
+$750.5K
44,750
+1%
减持
JPM
JPMorgan Chase & Co.
-$707.2K
639,852
-3%
减持
EXR
Extra Space Storage, Inc.
-$706.3K
56,785
-7%
增持
ARE
Alexandria Real Estate Equities, Inc.
-$653.4K
151,317
+1%
减持
DUSA
Davis Select U.S. Equity ETF
+$560.6K
3,383,338
-0%
减持
SE
Sea Ltd., Class A, ADR
-$539.5K
514,628
-19%
减持
CCI
Crown Castle, Inc.
+$528.7K
41,000
-1%
增持
—
Johnson Controls International plc
+$526.6K
404,164
+0%
减持
UNH
UnitedHealth Group Inc.
-$445.2K
48,519
-5%
减持
VICI
VICI Properties, Inc.
+$434.8K
143,440
-1%
减持
TRNO
Terreno Realty Corp.
+$372.9K
100,827
-1%
增持
YOU
Clear Secure, Inc.
-$371.2K
581,691
+0%
增持
STT
State Street Corp.
+$314.8K
72,704
+15%
减持
PLD
Prologis, Inc.
+$270.2K
171,756
-4%
增持
AVB
AvalonBay Communities, Inc.
-$208.5K
56,650
+1%
增持
—
Everest Group, Ltd.
+$197.6K
39,662
+1%
增持
MTB
M & T Bank Corp
-$190.6K
51,185
+3%
减持
HIW
Highwoods Properties Inc.
-$148.0K
129,180
-1%
增持
—
Hudson Pacific Properties Inc.
-$135.3K
2,296,963
+1%
增持
TFC
Truist Financial Corp.
+$130.6K
156,431
+8%
减持
PSA
Public Storage, Inc.
-$106.3K
49,760
-1%
减持
REG
Regency Centers Corporation
-$71.1K
118,140
-1%
减持
EQR
Equity Residential
-$61.0K
99,855
-1%
减持
DOC
Healthpeak Properties, Inc.
-$44.0K
246,806
-1%
