DAVIS SELECTED ADVISERS Q4 2022 Filing
Filed February 10, 2023
Portfolio Value
$14.7B
Holdings
109
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (109 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VMEO*Vimeo, Inc. | 955,150 | $3.3B | 22.26% | |
| 102 | TFCTruist Financial Corp. | 69,290 | $3.0B | 20.26% | |
| 103 | RADIGUSDRadius Global Infrastructure, Inc. | 245,640 | $2.9B | 19.73% | |
| 104 | COLDAmericold Realty Trust | 88,850 | $2.5B | 17.09% | |
| 105 | IWViShares Russell 3000 Index Fund | 3,382 | $746.0M | 5.07% | |
| 106 | SKAASkechers U.S.A, Inc. Class A | 12,400 | $520.0M | 3.53% | |
| 107 | LRCXEURLam Research Corp. | 1,228 | $516.0M | 3.51% | |
| 108 | RHRH | 1,150 | $307.0M | 2.09% | |
| 109 | LTRPAUSDLiberty TripAdvisor Hldgs Inc. - A | 260,644 | $174.0M | 1.18% |
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