Davis Selected Advisers

CIK

1036325

City

Tucson

State / Country

Stock

DEI — Douglas Emmett Inc

Top Portfolio Positions

105 positions · $21,362,533,989 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
MGM	MGM Resorts International Consumer Cyclical	48,590,676	$1,798,340,918	8.42%
COF	Capital One Financial Corp Financial Services	8,539,736	$1,557,904,038	7.29%
CTRA	Coterra Energy Inc. Energy	37,119,404	$1,304,375,856	6.11%
USB	US Bancorp De Financial Services	22,237,960	$1,156,596,299	5.41%
VTRS	Viatris Inc Healthcare	78,211,191	$1,056,633,190	4.95%
META	Meta Platforms, Inc. Communication Services	1,719,156	$983,580,722	4.60%
GOOGL	Alphabet Inc. Communication Services	3,094,659	$889,900,142	4.17%
CVS	CVS HEALTH Corp Healthcare	12,239,666	$879,052,812	4.11%
TSN	Tyson Foods, Inc. Consumer Defensive	13,090,689	$838,720,444	3.93%
MKL	Markel Group Inc. Financial Services	383,433	$733,917,563	3.44%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,903,715	308,250	-0.5%	Shares	Sole	2026-05-07
2025-12-31	$3,404,811	309,810	-2.5%	Shares	Sole	2026-02-02
2025-09-30	$4,945,032	317,600	+14.8%	Shares	Sole	2025-12-29
2025-06-30	$4,162,320	276,750	+2.9%	Shares	Sole	2025-08-08
2025-03-31	$4,301,120	268,820	+115.6%	Shares	Sole	2025-05-12
2024-12-31	$2,314,246	124,690	0.0%	Shares	Sole	2025-02-07
2024-09-30	$2,190,803	124,690	-2.0%	Shares	Sole	2024-11-08
2024-06-30	$1,692,765	127,180	-50.5%	Shares	Sole	2024-08-07
2024-03-31	$3,560,429	256,700	-1.3%	Shares	Sole	2024-05-14
2023-12-31	$3,771,450	260,100	-49.3%	Shares	Sole	2024-02-12
2023-09-30	$6,545,624	512,980	+3.3%	Shares	Sole	2023-11-09
2023-06-30	$6,239,370	496,370	+2.6%	Shares	Sole	2023-08-09
2023-03-31	$5,965,500	483,820	0.0%	Shares	Sole	2023-05-08
2022-12-31	$7,586,297	483,820	+10.5%	Shares	Sole	2023-02-10
2022-09-30	$7,849,395	437,780	+31.0%	Shares	Sole	2022-11-10
2022-06-30	$7,481,410	334,290	+12.4%	Shares	Sole	2022-08-11
2022-03-31	$9,937,771	297,360	+1.3%	Shares	Sole	2022-05-12
2021-12-31	$9,829,905	293,430	0.0%	Shares	Sole	2022-02-11
2021-09-30	$9,275,322	293,430	+0.9%	Shares	Sole	2021-11-12
2021-06-30	$9,778,713	290,860	-2.3%	Shares	Sole	2021-08-13
2021-03-31	$9,343,384	297,560	0.0%	Shares	Sole	2021-05-13
2020-12-31	$8,682,800	297,560	+1.5%	Shares	Sole	2021-02-12
2020-09-30	$7,361,830	293,300	+3.3%	Shares	Sole	2020-11-12
2020-06-30	$8,706,213	283,960	+25.9%	Shares	Sole	2020-08-12
2020-03-31	$6,882,994	225,598	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.