DAVIS SELECTED ADVISERS Q2 2022 Filing
Filed August 11, 2022
Portfolio Value
$15.6B
Holdings
114
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (114 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AKRAcadia Realty Trust | 209,147 | $3.3B | 20.96% | |
| 102 | HPPHudson Pacific Properties, Inc. | 215,043 | $3.2B | 20.47% | |
| 103 | —China Index Holdings Ltd., ADR | 4,174,203 | $3.0B | 19.54% | |
| 104 | RADIGUSDRadius Global Infrastructure, Inc. | 198,520 | $3.0B | 19.43% | |
| 105 | CUBECubeSmart | 62,880 | $2.7B | 17.23% | |
| 106 | COLDAmericold Realty Trust | 88,850 | $2.7B | 17.12% | |
| 107 | DREUSDDuke Realty Corp. | 46,160 | $2.5B | 16.27% | |
| 108 | NVSNNovartis AG - ADR | 28,943 | $2.4B | 15.70% | |
| 109 | SLGSL Green Realty Corp. | 52,921 | $2.4B | 15.67% | |
| 110 | DXCDXC Technology Co. | 56,665 | $1.7B | 11.02% | |
| 111 | TFCTruist Financial Corp. | 28,518 | $1.4B | 8.68% | |
| 112 | LRCXEURLam Research Corp. | 1,228 | $523.0M | 3.36% | |
| 113 | SKAASkechers U.S.A, Inc. Class A | 12,400 | $441.0M | 2.83% | |
| 114 | LTRPAUSDLiberty TripAdvisor Hldgs Inc. - A | 272,704 | $206.0M | 1.32% |
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