Davis Selected Advisers

CIK

1036325

City

Tucson

State / Country

Stock

DOC — Healthpeak Properties, Inc.

Top Portfolio Positions

104 positions · $20,104,037,327 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
COF	Capital One Financial Corp Financial Services	8,539,736	$1,557,904,038	7.75%
CTRA	Coterra Energy Inc. Energy	37,119,404	$1,304,375,856	6.49%
USB	US Bancorp \De\ Financial Services	22,237,960	$1,156,596,299	5.75%
VTRS	Viatris Inc Healthcare	78,211,191	$1,056,633,190	5.26%
META	Meta Platforms, Inc. Communication Services	1,719,156	$983,580,722	4.89%
MGM	MGM Resorts International Consumer Cyclical	24,295,338	$899,170,459	4.47%
GOOGL	Alphabet Inc. Communication Services	3,094,659	$889,900,142	4.43%
CVS	CVS HEALTH Corp Healthcare	12,239,666	$879,052,812	4.37%
TSN	Tyson Foods, Inc. Consumer Defensive	13,090,689	$838,720,444	4.17%
MKL	Markel Group Inc. Financial Services	383,433	$733,917,563	3.65%

52 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,600,734	645,206	+48.0%	Shares	Sole	2026-05-07
2025-12-31	$7,009,850	435,936	-2.4%	Shares	Sole	2026-02-02
2025-09-30	$8,557,483	446,866	+14.8%	Shares	Sole	2025-12-29
2025-06-30	$6,814,646	389,186	+57.7%	Shares	Sole	2025-08-08
2025-03-31	$4,990,417	246,806	-0.6%	Shares	Sole	2025-05-12
2024-12-31	$5,034,378	248,366	-0.7%	Shares	Sole	2025-02-07
2024-09-30	$5,721,296	250,166	-2.1%	Shares	Sole	2024-11-08
2024-06-30	$5,007,329	255,476	-0.1%	Shares	Sole	2024-08-07
2024-03-31	$4,795,237	255,746	-9.3%	Shares	Sole	2024-05-14
2023-12-31	$5,583,520	281,996	-25.9%	Shares	Sole	2024-02-12
2023-09-30	$6,986,273	380,516	+89.5%	Shares	Sole	2023-11-09
2023-06-30	$4,035,597	200,776	0.0%	Shares	Sole	2023-08-09
2023-03-31	$4,411,048	200,776	+22.1%	Shares	Sole	2023-05-08
2022-12-31	$4,123,914	164,496	-49.6%	Shares	Sole	2023-02-10
2022-09-30	$7,484,205	326,536	0.0%	Shares	Sole	2022-11-10
2022-06-30	$8,460,547	326,536	+3.5%	Shares	Sole	2022-08-11
2022-03-31	$10,834,067	315,586	+1.3%	Shares	Sole	2022-05-12
2021-12-31	$11,244,056	311,556	0.0%	Shares	Sole	2022-02-11
2021-09-30	$10,430,894	311,556	0.0%	Shares	Sole	2021-11-12
2021-06-30	$10,371,699	311,556	-21.2%	Shares	Sole	2021-08-13
2021-03-31	$12,556,217	395,596	-0.3%	Shares	Sole	2021-05-13
2020-12-31	$11,991,515	396,676	+0.0%	Shares	Sole	2021-02-12
2020-09-30	$10,767,852	396,606	+2.3%	Shares	Sole	2020-11-12
2020-06-30	$10,687,933	387,806	+11.1%	Shares	Sole	2020-08-12
2020-03-31	$8,327,370	349,156	—	Shares	Sole	2020-05-15
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