Davis Selected Advisers

Position in FRMI — Fermi Inc.

CIK 1036325 Tucson, AZ

Position in FRMI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,134,824

+$2,349,361 QoQ

Shares Held

451,400

+47.6% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#62

of 295 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Davis Selected Advisers holds $54,953,848 across 5 REIT - Specialty names. FRMI ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	19,313	$20,131,678
2	DLR	Digital Realty Trust, Inc.	73,280	$13,159,622
3	AMT	American Tower Corp /Ma/	63,250	$10,345,802
4	SBAC	Sba Communications Corp	40,700	$7,181,922
5	FRMI	Fermi Inc. This page	451,400	$4,134,824

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,134,824	451,400	+47.6%	Shares	Sole	2026-08-11
2026-03-31	$1,785,463	305,730	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.