DAVIS SELECTED ADVISERS Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$22.2B
Holdings
108
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (108 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EXRExtra Space Storage, Inc. | 27,955 | $3.6B | 16.36% | |
| 102 | HPPHudson Pacific Properties, Inc. | 324,026 | $3.5B | 15.77% | |
| 103 | DEIDouglas Emmett, Inc | 309,810 | $3.4B | 15.30% | |
| 104 | NTSTNetSTREIT Corp. | 189,600 | $3.3B | 15.03% | |
| 105 | CUBECubeSmart | 90,930 | $3.3B | 14.73% | |
| 106 | TSMTaiwan Semiconductor Manufacturing, ADR | 7,200 | $2.2B | 9.83% | |
| 107 | LRCXLam Research Corp. | 12,280 | $2.1B | 9.45% | |
| 108 | CCKCrown Holdings, Inc. | 8,570 | $882.0M | 3.96% |
PreviousPage 2 of 2