Portfolio (Quarterly) Guide ↗

Davis Selected Advisers

· CIK 0001036325

13F Portfolio $23.3B AUM 112 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 8 New 29 Added 66 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CTRA	Coterra Energy, Inc.	Energy	32,537,508	$856.4M	3.85%	SOLD
2	UDR	UDR, Inc.	Real Estate	113,280	$4.2M	0.02%	SOLD
3	CCI	Crown Castle, Inc.	Real Estate	42,160	$3.7M	0.02%	SOLD
4	NTST	NetSTREIT Corp.	Real Estate	189,600	$3.3M	0.01%	SOLD

Sector Allocation

Financial Services 27.8%

Healthcare 21.0%

Consumer Cyclical 13.9%

Communication Services 10.7%

Technology 7.3%

Energy 5.9%

Basic Materials 4.8%

Industrials 3.5%

Consumer Defensive 3.5%

Real Estate 1.6%