DAVIS SELECTED ADVISERS Q4 2017 Filing
Filed February 13, 2018
Portfolio Value
$23.5T
Holdings
143
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (143 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ACCUSDAmerican Campus Communities, Inc. | 263,189 | $10.8B | 0.05% | |
| 102 | HSTHost Hotels & Resorts, Inc. | 539,227 | $10.7B | 0.05% | |
| 103 | CUBECubeSmart | 370,025 | $10.7B | 0.05% | |
| 104 | —DCT Industrial Trust, Inc. | 169,061 | $9.9B | 0.04% | |
| 105 | EXRExtra Space Storage, Inc. | 111,398 | $9.7B | 0.04% | |
| 106 | 8CWCrown Castle International Corp. | 85,655 | $9.5B | 0.04% | |
| 107 | BDNBrandywine Realty Trust | 483,936 | $8.8B | 0.04% | |
| 108 | EGPEastGroup Properties, Inc. | 98,026 | $8.7B | 0.04% | |
| 109 | —CyrusOne, Inc. | 145,345 | $8.7B | 0.04% | |
| 110 | —GGP Inc. | 367,591 | $8.6B | 0.04% | |
| 111 | KIMKimco Realty Corp. | 463,030 | $8.4B | 0.04% | |
| 112 | VENVentas, Inc. | 139,182 | $8.4B | 0.04% | |
| 113 | VNOVornado Realty Trust | 93,308 | $7.3B | 0.03% | |
| 114 | IBNICICI Bank Limited ADR | 690,574 | $6.7B | 0.03% | |
| 115 | JBGSJBG SMITH Properties | 173,348 | $6.0B | 0.03% | |
| 116 | LTRPAUSDLiberty TripAdvisor Holdings, Inc., Series A | 494,270 | $4.7B | 0.02% | |
| 117 | —InterXion Holding NV | 64,266 | $3.8B | 0.02% | |
| 118 | —CommerceHub, Inc., Series C | 174,105 | $3.6B | 0.02% | |
| 119 | —Monsanto Co. | 29,320 | $3.4B | 0.01% | |
| 120 | CDR1USDCedar Realty Trust, Inc. | 554,706 | $3.4B | 0.01% | |
| 121 | —Ramco-Gershenson Properties Trust | 207,051 | $3.0B | 0.01% | |
| 122 | BRXBrixmor Property Group, Inc. | 152,870 | $2.9B | 0.01% | |
| 123 | INVHInvitation Homes, Inc. | 119,366 | $2.8B | 0.01% | |
| 124 | AMHAmerican Homes 4 Rent, Class A | 127,782 | $2.8B | 0.01% | |
| 125 | KRGKite Realty Group Trust | 139,687 | $2.7B | 0.01% | |
| 126 | COSTCostco Wholesale Corp. | 13,590 | $2.5B | 0.01% | |
| 127 | WUBAUSD58.com, Inc. ADR | 30,086 | $2.2B | 0.01% | |
| 128 | —CommerceHub, Inc., Series A | 86,955 | $1.9B | 0.01% | |
| 129 | —DDR Corporation | 186,013 | $1.7B | 0.01% | |
| 130 | PXGBXPraxair, Inc. | 7,956 | $1.2B | 0.01% | |
| 131 | DXCDXC Technology Co. | 11,319 | $1.1B | 0.00% | |
| 132 | MCOMoody's Corp. | 7,190 | $1.1B | 0.00% | |
| 133 | —DowDuPont Inc. | 12,000 | $855.0M | 0.00% | |
| 134 | LRCXEURLam Research Corp. | 3,485 | $641.0M | 0.00% | |
| 135 | PPGPPG Industries, Inc. | 5,470 | $639.0M | 0.00% | |
| 136 | ECLEcolab, Inc. | 4,358 | $585.0M | 0.00% | |
| 137 | XLNXEURXilinx, Inc. | 7,920 | $534.0M | 0.00% | |
| 138 | IWViShares Russell 3000 Index Fund | 3,331 | $527.0M | 0.00% | |
| 139 | BBUBrookfield Business Partners, L.P. | 13,307 | $459.0M | 0.00% | |
| 140 | 7HPHP, Inc. | 20,830 | $438.0M | 0.00% | |
| 141 | KMXCarMax, Inc. | 5,742 | $368.0M | 0.00% | |
| 142 | APDAir Products & Chemicals, Inc. | 1,883 | $309.0M | 0.00% | |
| 143 | PCARPACCAR, Inc. | 3,167 | $225.0M | 0.00% |
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