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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Davis Selected Advisers LP

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
112
Portfolio value:
$23,289,544,000
Filed:
Aug 11, 2026
CIK:
1036325
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 11, 262 new14 added40 reduced2 exited
≡DVN – Devon Energy Corp.Buy25,297,9914.49
≡AMZN – Amazon.com, Inc.Add 24.84%850,9241.10
≡JBS – JBS N.V., Class AAdd 90.58%23,771,5760.38
≡SE – Sea Ltd., Class A, ADRAdd 8.76%161,9810.12
≡NTES – NetEase Inc. - ADRAdd 45.01%190,2430.12
≡LYB – LyondellBasell Industries N.V.Add 55.43%3,102,264−0.10
≡NVDA – NVIDIA Corp.Add 36.26%41,1710.04
≡MKL – Markel Group, IncAdd 6.08%23,3260.04
≡SBAC – SBA Communications Corp-CL ABuy40,7000.03
≡ESS – Essex Property Trust, Inc.Add 70.04%11,7400.02
≡MSFT – Microsoft Corp.Add 18.45%14,4840.02
≡AMH – American Homes 4 Rent - Class AAdd 17.47%48,4200.01
≡FRMI – Fermi Inc.Add 47.65%145,6700.01
≡ADBE – Adobe Inc.Add 50.41%22,7550.01
≡JAN – Janus Living, Inc.Add 250.00%25,0000.00
≡TCOM – Trip.com Group Ltd., ADRAdd 33.66%2,206,2590.00
Q1 2026filed May 7, 266 new19 added15 reduced2 exited
≡CTRA – Coterra Energy, Inc.Add 14.08%4,581,8962.14
≡LYB – LyondellBasell Industries N.V.Buy5,596,5882.07
≡CI – Cigna GroupAdd 196.73%1,481,0771.80
≡JBS – JBS N.V., Class AAdd 121.39%14,389,919
Q4 2025filed Feb 2, 263 new42 added11 reduced2 exited
≡CTRA – Coterra Energy, Inc.Add 63.64%12,654,0271.39
≡GOOGL – Alphabet Inc., Class AAdd 12.57%348,1660.87
≡VTRS – Viatris Inc.Add 12.74%8,832,3390.79
≡JBS – JBS N.V., Class ABuy11,854,741
Q3 2025filed Dec 29, 253 new33 added15 reduced3 exited
≡PINS – Pinterest, Inc., Class ABuy7,892,0571.33
≡CTRA – Coterra Energy, Inc.Add 112.93%10,545,3401.19
≡AMAT – Applied Materials, Inc.Add 12.03%596,3991.08
≡YMM – Full Truck Alliance Co. Ltd., ADRAdd 28.75%
Q2 2025filed Aug 8, 258 new15 added18 reduced5 exited
≡UNH – UnitedHealth Group Inc.Add 2234.93%1,084,3661.74
≡CTRA – Coterra Energy, Inc.Buy9,338,1411.27
≡USB – U.S. BancorpAdd 29.84%4,442,6231.05
≡TSN – Tyson Foods IncAdd 91.39%4,276,884
Q1 2025filed May 12, 255 new13 added18 reduced1 exited
≡QSR – Restaurant Brands International, Inc.Buy3,372,5111.30
≡TSN – Tyson Foods IncAdd 51.90%1,598,8960.69
≡TCOM – Trip.com Group Ltd., ADRAdd 29.78%1,115,8360.29
≡AMAT – Applied Materials, Inc.Add 5.96%
Q4 2024filed Feb 7, 252 new11 added18 reduced4 exited
≡CVS – CVS Health CorporationAdd 2998.12%11,018,4382.84
≡MKL – Markel Group, IncAdd 27.94%80,9221.17
≡YMM – Full Truck Alliance Co. Ltd.Buy5,400,3910.34
≡NTES – NetEase Inc. - ADRBuy
Q3 2024filed Nov 8, 243 new9 added21 reduced3 exited
≡TCOM – Trip.com Group Ltd., ADRBuy3,746,8221.25
≡MGM – MGM Resorts InternationalAdd 59.83%7,126,7371.10
≡COP – ConocoPhillipsAdd 270.44%1,027,5910.58
≡VTRS – Viatris Inc.Add 8.88%5,111,313
Q2 2024filed Aug 7, 247 new9 added17 reduced3 exited
≡SOLV – Solventum Corp.Buy5,163,9551.59
≡HUM – Humana Inc.Add 16.14%321,2331.15
≡TSN – Tyson Foods IncBuy3,105,3301.03
≡INTC – Intel Corp.Add 86.16%5,851,098
Q1 2024filed May 14, 246 added43 reduced5 exited
≡HUM – Humana Inc.Add 4468.39%1,946,5663.75
≡MGM – MGM Resorts InternationalAdd 15.13%1,563,1700.54
≡BEKE – KE Holdings Inc., Class A, ADRAdd 27.57%1,298,8130.03
≡CPT – Camden Property TrustAdd 57.01%25,590
Q4 2023filed Feb 12, 244 new13 added21 reduced5 exited
≡AGCO – AGCO CorporationBuy1,512,1631.04
≡DGX – Quest Diagnostics, Inc.Add 59.89%998,8660.80
≡FWONA – Liberty Formula One, Series ABuy488,3000.16
≡IVE – iShares S&P 500 Value Index FundAdd 713.10%
Q3 2023filed Nov 9, 234 new9 added15 reduced2 exited
≡MGM – MGM Resorts InternationalBuy9,845,3452.27
≡BEKE – KE Holdings, IncBuy3,502,7660.34
≡EXR – Extra Space Storage, Inc.Buy49,3750.04
≡IAC – IAC Inc.Add 16.90%
1.40
≡SE – Sea Ltd., Class A, ADRAdd 323.75%1,413,2970.45
≡PINS – Pinterest, Inc., Class AAdd 5.07%598,118−0.33
≡YMM – Full Truck Alliance Co. Ltd., ADRAdd 64.01%11,225,6670.25
≡SAP – SAP SE - ADRAdd 463.33%261,0750.19
≡APP – AppLovin Corp., Class AAdd 35.42%87,829−0.14
≡TCOM – Trip.com Group Ltd., ADRAdd 29.72%1,501,723−0.13
≡RNR – RenaissanceRe Holdings LtdAdd 11.95%27,4510.06
≡ADBE – Adobe Inc.Buy45,1390.05
≡RKT – Rocket Companies, Inc., Class AAdd 49.43%1,595,6600.03
≡EG – Everest Group, Ltd.Add 19.40%22,8910.03
≡SNPS – Synopsys, Inc.Add 199.40%17,2580.03
≡JLL – Jones Lang LaSalle, Inc.Buy12,3950.02
≡DOC – Healthpeak Properties, Inc.Add 48.00%209,2700.02
≡CBRE – CBRE Group, Inc.Buy25,6100.02
≡FRMI – Fermi Inc.Buy305,7300.01
≡MTB – M & T Bank CorpAdd 7.98%4,4590.01
≡STT – State Street Corp.Add 5.86%8,4270.01
≡TFC – Truist Financial Corp.Add 17.05%32,7520.00
≡CUZ – Cousins Properties, Inc.Add 17.38%86,8500.00
≡MSFT – Microsoft Corp.Add 29.09%17,6880.00
≡JAN – Janus Living, Inc.Buy10,0000.00
0.77
≡TSN – Tyson Foods IncAdd 28.76%2,865,4130.56
≡USB – U.S. BancorpAdd 13.43%2,610,1970.38
≡MKL – Markel Group, IncAdd 11.15%41,6320.28
≡OC – Owens CorningAdd 15.15%269,216−0.28
≡BRK.B – Berkshire Hathaway Inc., Class BAdd 38.57%205,9270.27
≡GOOG – Alphabet Inc., Class CAdd 10.05%64,9120.18
≡FISV – Fiserv, Inc.Buy568,9820.17
≡YMM – Full Truck Alliance Co. Ltd., ADRAdd 17.06%2,555,751−0.17
≡UNH – UnitedHealth Group Inc.Add 11.77%134,097−0.16
≡DGX – Quest Diagnostics Inc.Add 16.76%228,271−0.11
≡IVE – iShares S&P 500 Value Index FundAdd 1820.97%120,4390.11
≡SOLV – Solventum Corp.Add 12.73%702,4610.11
≡EG – Everest Group, Ltd.Add 199.32%78,5890.11
≡RNR – RenaissanceRe Holdings LtdAdd 60.49%86,5940.10
≡APP – AppLovin Corp., Class AAdd 10.92%24,407−0.09
≡CB – Chubb Ltd.Add 10.86%116,2020.09
≡WCC – Wesco International, Inc.Add 24.59%71,9320.08
≡DAR – Darling Ingredients Inc.Add 15.83%388,3660.06
≡MGM – MGM Resorts InternationalAdd 11.97%2,866,7500.06
≡CVS – CVS Health CorporationAdd 11.90%1,356,8700.06
≡TECK – Teck Resources Ltd., Class BAdd 9.03%995,9470.06
≡CI – Cigna GroupAdd 14.71%96,534−0.06
≡AGCO – AGCO CorporationAdd 13.01%235,913−0.05
≡WFC – Wells Fargo & Co.Add 6.06%471,9790.05
≡PINS – Pinterest, Inc., Class AAdd 49.54%3,909,9260.05
≡QSR – Restaurant Brands International, Inc.Add 13.51%478,4030.05
≡IAC – IAC Inc.Add 12.05%270,3830.04
≡AMZN – Amazon.com, Inc.Add 9.28%291,276−0.04
≡COP – ConocoPhillipsAdd 12.42%198,576−0.03
≡PNC – PNC Financial Services Group, Inc.Add 5.63%28,272−0.03
≡ORCL – Oracle CorporationAdd 18.44%12,364−0.03
≡STT – State Street Corp.Add 38.53%39,9880.02
≡CUBE – CubeSmartBuy90,9300.01
≡MSFT – Microsoft Corp.Add 16.24%8,495−0.01
≡JCI – Johnson Controls International plcAdd 12.88%23,9560.01
≡NVDA – NVIDIA Corp.Add 23.66%21,2430.01
≡TFC – Truist Financial Corp.Add 22.77%35,6160.01
≡SAP – SAP SE - ADRAdd 20.43%9,560−0.00
≡AVB – AvalonBay Communities, Inc.Add 18.41%12,260−0.00
≡MTB – M & T Bank CorpAdd 9.44%4,819−0.00
≡TXN – Texas Instruments, Inc.Add 23.12%535,8190.00
3,345,848
0.28
≡CHYM – Chime Financial, Inc.Buy2,399,1660.25
≡TSN – Tyson Foods IncAdd 11.23%1,005,6610.15
≡FITB – Fifth Third BancorpAdd 6.21%156,0130.07
≡PLD – Prologis, Inc.Add 53.35%68,9400.05
≡SPG – Simon Property Group, Inc.Add 30.67%18,0100.02
≡CDP – COPT Defense PropertiesAdd 104.84%154,6300.02
≡EQIX – Equinix, Inc.Add 39.20%6,1400.02
≡SNPS – Synopsys, Inc.Buy8,6550.02
≡STT – State Street Corp.Add 43.65%31,5340.02
≡ARE – Alexandria Real Estate Equities, Inc.Add 15.35%23,9700.02
≡BXP – BXP, Inc.Add 14.37%30,1300.02
≡O – Realty Income Corp.Add 91.49%44,7100.01
≡REXR – Rexford Industrial Realty, Inc.Add 5.37%20,1400.01
≡BRX – Brixmor Property Group, Inc.Add 14.37%71,6100.01
≡NTST – NetSTREIT Corp.Add 55.28%121,9000.01
≡SHO – Sunstone Hotel Investors, Inc.Add 13.53%156,3200.01
≡DLR – Digital Realty Trust, Inc.Add 18.73%12,8200.01
≡DOC – Healthpeak Properties, Inc.Add 14.82%57,6800.01
≡VICI – VICI Properties, Inc.Add 30.56%51,8700.01
≡REG – Regency Centers CorporationAdd 15.00%18,2800.01
≡EGP – Eastgroup Properties, Inc.Add 14.76%6,8100.01
≡TRNO – Terreno Realty Corp.Add 16.04%16,7100.00
≡AVB – AvalonBay Communities, Inc.Add 15.15%8,7600.00
≡PSA – Public Storage, Inc.Add 10.42%4,2100.00
≡SUI – Sun Communities, Inc.Add 14.54%5,5800.00
≡DEI – Douglas Emmett, IncAdd 14.76%40,8500.00
≡CUZ – Cousins Properties, Inc.Add 11.32%52,1200.00
≡MAA – Mid-America Apartment Communities, Inc.Add 14.72%7,8100.00
≡CPT – Camden Property TrustAdd 13.31%10,4700.00
≡AMH – American Homes 4 Rent - Class AAdd 14.08%35,2400.00
≡UDR – UDR, Inc.Add 14.94%24,2000.00
≡EQR – Equity ResidentialAdd 5.40%5,490−0.00
0.96
≡MGM – MGM Resorts InternationalAdd 14.44%3,006,0520.82
≡YMM – Full Truck Alliance Co. Ltd.Add 48.81%3,816,5810.16
≡APP – AppLovin Corp., Class AAdd 31.94%52,0620.15
≡ANGI – ANGI Inc., Class ABuy1,181,9110.10
≡COP – ConocoPhillipsAdd 13.09%183,519−0.09
≡NVDA – NVIDIA Corp.Buy89,1350.08
≡WCC – Wesco International, Inc.Add 12.47%32,2430.06
≡CDP – COPT Defense PropertiesBuy147,4900.02
≡O – Realty Income Corp.Buy48,8700.02
≡SHO – Sunstone Hotel Investors, Inc.Add 45.94%363,7500.01
≡NTST – NetSTREIT Corp.Add 91.81%105,5500.01
≡TSM – Taiwan Semiconductor ManufacturingBuy7,2000.01
≡DOC – Healthpeak Properties, Inc.Add 57.69%142,3800.01
≡SUI – Sun Communities, Inc.Add 53.23%13,3300.01
≡VALE – Vale S.A., ADRAdd 7.87%215,001−0.00
≡VICI – VICI Properties, Inc.Add 18.34%26,3000.00
≡CHCT – Community Healthcare Trust, Inc.Add 10.12%30,540−0.00
≡AAPL – Apple Inc.Buy1,2650.00
≡XOM – Exxon Mobil Corp.Buy2,0660.00
280,955
−0.28
≡APP – AppLovin Corp., Class ABuy163,0110.25
≡YMM – Full Truck Alliance Co. Ltd.Add 44.79%2,418,9530.24
≡VALE – Vale S.A., ADRBuy2,733,5130.16
≡SUI – Sun Communities, Inc.Buy25,0400.02
≡MAA – Mid-America Apartment Communities, Inc.Add 44.28%15,7900.02
≡BXP – BXP, Inc.Add 33.14%50,6400.01
≡DEI – Douglas Emmett, IncAdd 115.59%144,1300.01
≡NTST – NetSTREIT Corp.Buy114,9600.01
≡CHCT – Community Healthcare Trust, Inc.Add 39.93%86,1100.01
≡CPT – Camden Property TrustAdd 10.28%7,1300.01
≡AMH – American Homes 4 Rent - Class AAdd 12.21%26,4500.01
≡REXR – Rexford Industrial Realty, Inc.Add 7.08%24,0300.01
≡STT – State Street Corp.Add 15.20%9,5930.00
≡TFC – Truist Financial Corp.Add 7.60%11,0520.00
597,320
0.31
≡AMAT – Applied Materials, Inc.Add 14.58%599,450−0.21
≡IVE – iShares S&P 500 Value Index FundAdd 1452.80%184,4770.20
≡REXR – Rexford Industrial Realty, Inc.Add 62.29%130,3400.02
≡ARE – Alexandria Real Estate Equities, Inc.Add 5.73%8,140−0.01
≡HPP – Hudson Pacific Properties Inc.Add 88.04%1,067,9400.01
≡TFC – Truist Financial Corp.Add 5.93%8,1410.00
≡AMT – American Tower CorpAdd 17.90%13,590−0.00
≡LRCX – Lam Research Corp.Add 900.00%11,052−0.00
≡EGP – Eastgroup Properties, Inc.Add 12.05%4,780−0.00
0.53
≡AGCO – AGCO CorporationAdd 50.41%684,3480.35
≡RNR – RenaissanceRe Holdings LtdBuy141,2140.22
≡EQIX – Equinix, Inc.Add 11.99%2,0700.10
≡WCC – Wesco International, Inc.Add 32.21%62,3740.06
≡EGP – Eastgroup Properties, Inc.Buy39,6600.04
≡JCI – Johnson Controls International plcAdd 5.47%24,0270.03
≡MAA – Mid-America Apartment Communities, Inc.Add 48.09%11,5800.03
≡STT – State Street Corp.Add 10.73%5,8920.01
0.59
≡SE – Sea Ltd., Class A, ADRBuy652,3160.27
≡COP – ConocoPhillipsBuy379,9710.25
≡PLD – Prologis, Inc.Add 30.69%55,630−0.13
≡PSA – Public Storage, Inc.Add 5.62%2,960−0.09
≡AMT – American Tower CorpAdd 14.08%9,390−0.07
≡CVS – CVS Health CorporationAdd 111.17%192,0390.05
≡NOAH – Noah Holdings Ltd., Class A, ADSAdd 121.70%923,1220.05
≡EXR – Extra Space Storage, Inc.Add 54.20%21,650−0.03
≡IVE – iShares S&P 500 Value Index FundBuy23,6810.03
≡HPP – Hudson Pacific Properties Inc.Add 77.99%536,540−0.02
≡CCK – Crown Holdings, Inc.Buy8,5700.00
≡MAA – Mid-America Apartment Communities, Inc.Buy24,0800.00
0.01
≡REXR – Rexford Industrial Realty, Inc.Add 31.60%50,3300.01
≡AMT – American Tower CorpAdd 14.59%8,4900.00
122,383
0.12
≡PNC – PNC Financial Services Group, Inc.Add 17.59%75,1940.11
≡FWONK – Liberty Formula One, Series CBuy257,8020.09
≡BEKE – KE Holdings, IncAdd 34.50%1,208,5060.09
≡WCC – Wesco International, Inc.Add 40.33%53,8440.06
≡ROIC 03/19/11 P7.5 – Retail Opportunity Investments Corp.Buy572,7550.05
≡ARE – Alexandria Real Estate Equities, Inc.Add 20.58%24,5700.03
≡AMT – American Tower Corp Class AAdd 29.95%13,4100.02
≡VTR – Ventas, Inc.Add 15.60%39,2200.02
≡MKL – Markel Corp.Add 14.69%38,501−0.01
≡CCI – Crown Castle International Corp.Add 25.44%8,6300.01
≡REXR – Rexford Industrial Realty, Inc.Add 10.54%15,1900.01
≡FRT – Federal Realty Investment TrustAdd 14.91%8,0800.01
≡CHCT – Community Healthcare Trust, Inc.Add 36.54%59,7000.00
428,065
−0.03
≡DGX – Quest Diagnostics, Inc.Add 10.16%153,810−0.02
≡SLG – SL Green Realty Corp.Buy85,3800.02
≡DOC – Healthpeak Properties, Inc.Add 89.52%179,7400.02
≡BXP – Boston Properties, Inc.Add 24.51%30,8800.01
≡TFC – Truist Financial Corp.Add 122.48%80,8520.01
≡IVE – iShares S&P 500 Value Index FundAdd 545.92%14,5050.01
≡REG – Regency Centers Corp.Add 35.34%32,0900.01
≡SUI – Sun Communities, Inc.Add 45.92%15,5400.01
≡CHCT – Community Healthcare Trust, Inc.Add 55.87%58,5700.01