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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 110 项
建仓 3
增持 102
减持 2
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
COF
Capital One Financial Corp.
+$1.66B
16,760,234
+87%
增持
AMAT
Applied Materials, Inc.
+$1.37B
11,107,984
+124%
增持
USB
U.S. Bancorp
+$1.00B
38,863,124
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。
+101%
增持
META
Meta Platforms, Inc., Class A
+$963.9M
3,431,028
+63%
增持
CVS
CVS Health Corporation
+$920.2M
22,807,282
+97%
增持
GOOGL
Alphabet Inc., Class A
+$844.0M
5,541,188
+94%
增持
MGM
MGM Resorts International
+$841.2M
47,906,904
+101%
增持
VTRS
Viatris Inc.
+$780.3M
138,691,290
+109%
增持
BRK/A
Berkshire Hathaway Inc., Class A
+$729.2M
1,996
+87%
增持
CTRA
Coterra Energy, Inc.
+$703.5M
39,766,962
+326%
增持
MKL
Markel Group, Inc
+$686.6M
747,056
+101%
增持
AMZN
Amazon.com, Inc.
+$660.8M
6,275,972
+92%
增持
WFC
Wells Fargo & Co.
+$650.2M
15,572,104
+90%
增持
TSN
Tyson Foods Inc
+$580.9M
19,924,254
+122%
增持
TECK
Teck Resources Ltd., Class B
+$522.1M
22,047,324
+100%
建仓
PINS
Pinterest, Inc., Class A
+$507.8M
15,784,114
增持
TCOM
Trip.com Group Ltd., ADR
+$453.0M
9,882,890
+100%
增持
UNH
UnitedHealth Group Inc.
+$433.4M
2,278,606
+101%
增持
SOLV
Solventum Corp.
+$389.0M
11,035,222
+101%
增持
TXN
Texas Instruments, Inc.
+$357.4M
4,634,816
+95%
增持
—
Chubb Ltd.
+$293.7M
2,140,890
+100%
增持
DGX
Quest Diagnostics Inc.
+$275.7M
2,723,224
+101%
增持
BRK/B
Berkshire Hathaway Inc., Class B
+$267.8M
1,067,896
+93%
增持
OC
Owens Corning
+$259.6M
3,554,734
+101%
增持
YMM
Full Truck Alliance Co. Ltd., ADR
+$251.2M
29,963,546
+158%
增持
APP
AppLovin Corp., Class A
+$246.0M
447,148
+108%
增持
QSR
Restaurant Brands International, Inc.
+$227.7M
7,084,776
+107%
减持
HUM
Humana Inc.
-$203.4M
771,078
-53%
增持
AGCO
AGCO Corporation
+$202.1M
3,625,844
+101%
增持
GOOG
Alphabet Inc., Class C
+$199.3M
1,292,102
+99%
增持
JPM
JPMorgan Chase & Co.
+$191.4M
1,191,252
+87%
清仓
CPNG
Coupang, Inc., Class A
-$172.4M
0
-100%
增持
DUSA
Davis Select U.S. Equity ETF
+$167.5M
6,766,676
+100%
增持
CI
Cigna Group
+$161.5M
1,312,636
+100%
增持
COP
ConocoPhillips
+$160.3M
3,198,622
+102%
增持
FITB
Fifth Third Bancorp
+$134.4M
5,337,738
+112%
增持
DINT
Davis Select International ETF
+$117.1M
7,780,160
+100%
增持
PNC
PNC Financial Services Group, Inc.
+$108.0M
1,003,634
+100%
增持
DFNL
Davis Select Financial ETF
+$101.2M
4,259,720
+100%
增持
NTES
NetEase Inc. - ADR
+$100.9M
1,189,480
+100%
建仓
CHYM
Chime Financial, Inc.
+$96.8M
4,798,332
增持
DWLD
Davis Select Worldwide ETF
+$93.9M
3,832,574
+100%
增持
SE
Sea Ltd., Class A, ADR
+$85.8M
881,188
+97%
增持
AXP
American Express Co.
+$78.4M
495,880
+83%
增持
RKT
Rocket Companies, Inc., Class A
+$77.1M
6,268,468
+100%
增持
WCC
Wesco International, Inc.
+$69.9M
585,140
+101%
减持
MSFT
Microsoft Corp.
-$69.2M
104,612
-58%
增持
PPLI
IAC Inc.
+$67.7M
4,487,378
+97%
增持
L
Loews Corp.
+$64.9M
1,191,394
+99%
增持
BAC
Bank of America Corp.
+$64.1M
2,301,178
+100%
增持
DAR
Darling Ingredients Inc.
+$58.8M
4,907,880
+101%
增持
BNY
Bank of New York Mellon Corp.
+$47.3M
2,021,362
+6%
增持
—
Bank of N.T. Butterfield & Son Limited
+$43.8M
2,117,586
+99%
增持
—
RenaissanceRe Holdings Ltd
+$37.9M
286,290
+100%
增持
BEKE
KE Holdings Inc., Class A, ADR
+$37.5M
3,703,608
+100%
增持
VALE
Vale S.A., ADR
+$35.0M
5,862,396
+99%
增持
PLD
Prologis, Inc.
+$31.8M
396,332
+207%
增持
SCHW
Charles Schwab Corp.
+$29.6M
592,882
+100%
增持
EQIX
Equinix, Inc.
+$21.7M
43,606
+178%
增持
BXP
BXP, Inc.
+$21.5M
479,520
+129%
增持
NVDA
NVIDIA Corp.
+$19.4M
179,590
+101%
增持
SPG
Simon Property Group, Inc.
+$19.4M
153,466
+161%
增持
REXR
Rexford Industrial Realty, Inc.
+$19.2M
790,300
+111%
增持
ARE
Alexandria Real Estate Equities, Inc.
+$18.7M
360,314
+131%
增持
BRX
Brixmor Property Group, Inc.
+$18.6M
1,140,000
+129%
增持
STT
State Street Corp.
+$16.4M
207,570
+187%
增持
DLR
Digital Realty Trust, Inc.
+$16.2M
162,560
+137%
增持
CUZ
Cousins Properties, Inc.
+$15.8M
1,024,710
+123%
增持
—
Johnson Controls International plc
+$15.0M
372,008
+52%
增持
SHO
Sunstone Hotel Investors, Inc.
+$14.6M
2,623,600
+127%
增持
—
Everest Group, Ltd.
+$14.2M
78,856
+100%
增持
AVB
AvalonBay Communities, Inc.
+$14.0M
133,160
+130%
增持
PSA
Public Storage, Inc.
+$13.9M
89,220
+121%
增持
CDP
COPT Defense Properties
+$13.5M
604,240
+310%
增持
ANGI
ANGI Inc., Class A
+$12.8M
1,898,012
+61%
增持
JD
JD.com Inc., Class A, ADR
+$12.7M
683,422
+99%
增持
REG
Regency Centers Corporation
+$11.8M
280,220
+130%
增持
NOAH
Noah Holdings Ltd., Class A, ADS
+$11.5M
2,043,170
+100%
增持
SAP
SAP SE - ADR
+$10.8M
93,574
+100%
增持
DOC
Healthpeak Properties, Inc.
+$10.3M
893,732
+130%
增持
MTB
M & T Bank Corp
+$10.3M
102,054
+100%
增持
EGP
Eastgroup Properties, Inc.
+$10.2M
105,880
+130%
增持
CPT
Camden Property Trust
+$10.2M
178,240
+127%
增持
AMH
American Homes 4 Rent - Class A
+$10.0M
571,200
+128%
增持
MAA
Mid-America Apartment Communities, Inc.
+$9.2M
121,720
+129%
增持
ORCL
Oracle Corporation
+$8.9M
134,104
+2%
增持
VICI
VICI Properties, Inc.
+$8.9M
443,220
+161%
增持
NTST
NetSTREIT Corp.
+$8.6M
684,820
+211%
增持
O
Realty Income Corp.
+$8.6M
187,160
+283%
建仓
SNPS
Synopsys, Inc.
+$8.5M
17,310
增持
TRNO
Terreno Realty Corp.
+$7.9M
241,814
+132%
增持
TFC
Truist Financial Corp.
+$7.6M
312,874
+101%
增持
UDR
UDR, Inc.
+$7.3M
372,380
+130%
增持
EXR
Extra Space Storage, Inc.
+$7.1M
110,110
+94%
增持
EQR
Equity Residential
+$7.0M
214,430
+111%
增持
SUI
Sun Communities, Inc.
+$6.5M
87,900
+129%
增持
—
Hudson Pacific Properties Inc.
+$6.4M
4,600,366
+100%
增持
DEI
Douglas Emmett, Inc
+$5.7M
635,200
+130%
增持
AMT
American Tower Corp
+$5.0M
131,340
+43%
增持
CHCT
Community Healthcare Trust, Inc.
+$4.7M
666,380
+101%
增持
CCI
Crown Castle, Inc.
+$4.0M
86,480
+104%
增持
VTR
Ventas, Inc.
+$3.6M
234,660
+15%
增持
TSM
Taiwan Semiconductor Manufacturing, ADR
+$2.4M
14,400
+100%
增持
LRCX
Lam Research Corp.
+$2.1M
24,560
+100%
增持
ESS
Essex Property Trust, Inc.
+$985.7K
33,902
+19%
增持
CCK
Crown Holdings, Inc.
+$773.0K
17,140
+100%
增持
IVE
iShares S&P 500 Value Index Fund
+$586.4K
13,228
+20%
增持
RH
RH
+$486.8K
4,480
+100%
清仓
AAPL
Apple Inc.
-$259.5K
0
-100%
清仓
—
Exxon Mobil Corp.
-$222.7K
0
-100%
