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Institutional Investment Manager
DAVIS SELECTED ADVISERS
DAVIS SELECTED ADVISERS (CIK: 0001036325) incorporated in Colorado, located at 2949 E. Elvira Road, Tucson, AZ. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q1)
Portfolio Summary: 186 holdings with a total value of $29,351,045,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 AVALONBAY COMM 237,969 41,466,000 0.14%
52 SIMON PROPERTY GROUP 210,585 41,199,000 0.14%
53 ROCKWELL AUTOMATION INC 339,653 39,396,000 0.13%
54 LIBERTY TRIPADVISOR HLDGS INC COM SER A 1,128,096 35,862,000 0.12%
55 US BANCORP DEL 814,629 35,575,000 0.12%
56 VIPSHOP HLDGS LTD 1,144,640 33,698,000 0.11%
57 BOSTON PROPERTIES 225,384 31,662,000 0.11%
58 MARSH & MCLENNAN COS INC 520,660 29,204,000 0.10%
59 AMERICAN INTL GROUP INC 515,070 28,221,000 0.10%
60 DCT Industrial Trust Inc 774,197 26,834,000 0.09%
61 CORPORATE OFFICE 908,793 26,700,000 0.09%
62 GOLDMAN SACHS GROUP INC 142,012 26,694,000 0.09%
63 PROLOGIS INC 603,028 26,268,000 0.09%
64 X21ST CENTURY FOX B 758,580 24,942,000 0.08%
65 VORNADO RLTY TR 209,141 23,424,000 0.08%
66 ALEX REAL ESTATE EQ 235,354 23,074,000 0.08%
67 ESSEX PPTY TR INC 99,606 22,899,000 0.08%
68 KITE RLTY GROUP TR COM NEW 805,493 22,691,000 0.08%
69 ACADIA RLTY TR COM SH BEN INT 646,085 22,535,000 0.08%
70 TRANSDIGM GROUP INC COM 102,327 22,381,000 0.08%
71 ANGIES LIST INC 3,769,304 22,126,000 0.08%
72 LOWES COS INC 292,206 21,737,000 0.07%
73 LIBERTY PROP 600,663 21,444,000 0.07%
74 FEDERAL REALTY INVS 145,250 21,382,000 0.07%
75 POST PPTYS INC COM 366,118 20,843,000 0.07%
76 WESCO INTL INC 292,311 20,429,000 0.07%
77 YY INC 363,626 19,838,000 0.07%
78 BRANDYWINE RLTY TR SH BEN INT NEW 1,234,013 19,720,000 0.07%
79 Terreno Realty Corp 860,733 19,625,000 0.07%
80 TIME WARNER INC NEW 130,138 19,505,000 0.07%
81 DDR Corp 1,026,128 19,107,000 0.07%
82 S&P GLOBAL INC 182,000 18,819,000 0.06%
83 FOREST CITY ENTERPRISES A 731,842 18,677,000 0.06%
84 CYRUSONE INC 593,637 18,474,000 0.06%
85 KOHLS 234,990 18,388,000 0.06%
86 Intel Corp 11,551,000 18,236,000 0.06% PRN
87 ENDURANCE INTL GROUP HLDGS I 917,338 17,484,000 0.06%
88 GENERAL GROWTH PPTYS INC NEW 590,172 17,440,000 0.06%
89 UNITED STATES STL CORP NEW 14,250,000 17,225,000 0.06% PRN
90 YOUKU TUDOU INC 1,376,807 17,210,000 0.06%
91 GRUPO TELEVISA ADR 493,369 16,286,000 0.06%
92 Chubb Corporation 157,621 15,936,000 0.05%
93 AMERICAN CAMPUS CMNTYS INC 352,855 15,127,000 0.05%
94 CAPITAL ONE FINL CORP 184,820 14,568,000 0.05%
95 FIRST INDL RLTY TR INC 675,481 14,476,000 0.05%
96 TEXTRON INC COM 325,016 14,408,000 0.05%
97 UNIVERSAL HLTH SVCS INC 118,990 14,006,000 0.05%
98 LENDINGCLUB CORP 667,716 13,121,000 0.04%
99 COLGATE PALMOLIVE CO 187,097 12,973,000 0.04%
100 CEDAR SHOPPING CENTERS INC 1,694,980 12,695,000 0.04%
Page 2 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-019056, filed 2015.05.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.