Portfolio (Quarterly) Guide ↗

Davis Selected Advisers

· CIK 0001036325

13F Portfolio $22.2B AUM 108 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 4 New 50 Added 40 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HUM	Humana Inc.	Healthcare	385,539	$100.3M	0.52%	SOLD
2	HPP	Hudson Pacific Properties Inc.	Real Estate	2,300,183	$6.3M	0.03%	SOLD
3	RH	RH	Consumer Cyclical	2,240	$455K	0.00%	SOLD

Sector Allocation

Financial Services 30.9%

Healthcare 16.5%

Communication Services 13.1%

Consumer Cyclical 12.1%

Technology 10.8%

Energy 5.0%

Consumer Defensive 4.2%

Basic Materials 3.0%

Industrials 2.7%

Real Estate 1.6%