Davis Selected Advisers·CIK 1036325
102
Positions
$17.2B
Portfolio Value
12
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| 3 | BK | 2.59% | $446,234,852 | ▼ -0.7% |
| 4 | COF | 7.75% | $1,334,034,443 | ▼ -0.3% |
| 5 | AXP | 0.49% | $84,238,536 | ▼ -0.5% |
| 6 | VTRS | 3.55% | $611,607,181 | ▼ -0.3% |
| 7 | USB | 3.28% | $564,869,245 | ▼ -0.3% |
| 8 | BRKA | 6.51% | $1,121,013,271 | ▼ -0.1% |
| 9 | CI | 2.78% | $478,046,863 | ▼ -0.2% |
| 10 | AGCO | 0.77% | $132,885,118 | ▼ -0.2% |
| 11 | MGM | 3.07% | $529,349,682 | ▼ -0.1% |
| 12 | DAR | 0.61% | $104,286,137 | ▼ -0.1% |
| 13 | PLD | – | $0 | ▼ -0.1% |
| 14 | FERGXXXX | 0.12% | $21,669,785 | SOLD |
| 15 | ARE | – | $0 | ▼ -0.1% |
| 16 | IAC | 0.74% | $126,692,098 | ▼ -0.1% |
| 17 | SPG | – | $0 | ▼ -0.1% |
| 18 | CUZ | – | $0 | ▼ -0.1% |
| 19 | PSA | – | $0 | ▼ -0.1% |
| 20 | DLR | – | $0 | ▼ -0.1% |
| 21 | BRX | – | $0 | ▼ -0.1% |
| 22 | EQIX | – | $0 | ▼ -0.1% |
| 23 | CARR | 0.07% | $13,352,170 | SOLD |
| 24 | AMT | – | $0 | ▼ -0.1% |
| 25 | VTR | – | $0 | ▼ -0.1% |
| 26 | AVB | – | $0 | ▼ -0.1% |
| 27 | WELL | – | $0 | ▼ -0.1% |
| 28 | HOLI | 0.03% | $4,777,268 | ▼ -0.1% |
| 29 | ESS | – | $0 | ▼ -0.1% |
| 30 | REXR | – | $0 | ▼ -0.1% |
| 31 | TRNO | – | $0 | ▼ -0.1% |
| 32 | BXP | – | $0 | ▼ -0.1% |
| 33 | SHO | – | $0 | ▼ -0.1% |
| 34 | AMH | – | $0 | ▼ -0.1% |
| 35 | JD | 0.65% | $111,238,926 | ▼ -0% |
| 36 | EQR | – | $0 | ▼ -0.1% |
| 37 | UDR | – | $0 | ▼ -0% |
| 38 | REG | – | $0 | ▼ -0% |
| 39 | ROIC | – | $0 | ▼ -0% |
| 40 | CPT | – | $0 | ▼ -0% |
| 41 | SUI | – | $0 | ▼ -0% |
| 42 | FRT | – | $0 | ▼ -0% |
| 43 | EXR | – | $0 | ▼ -0% |
| 44 | CHCT | – | $0 | ▼ -0% |
| 45 | DOC | – | $0 | ▼ -0% |
| 46 | SLG | 0.03% | $4,643,049 | SOLD |
| 47 | CCI | – | $0 | ▼ -0% |
| 48 | HPP | – | $0 | ▼ -0% |
| 49 | VICI | – | $0 | ▼ -0% |
| 50 | HIW | – | $0 | ▼ -0% |
| 51 | MBC | 0.07% | $12,089,068 | ▼ -0% |
| 52 | DEI | – | $0 | ▼ -0% |
| 53 | SAP | 0.12% | $19,930,360 | ▼ -0% |
| 54 | YOU | 0.06% | $11,034,484 | ▼ -0% |