DAVIS SELECTED ADVISERS Information

2949 E. ELVIRA ROAD, TUCSON, Arizona, 85756, (520) 806-7600

Report Date: 12/31/2014

Position Statistics

Total Positions 198
New Positions 13
Increased Positions 60
Decreased Positions 119
Positions with Activity 179
Sold Out Positions 10
Total Mkt Value (in $ millions) 32,470

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.19%
Capital Goods 0.52%
Conglomerates 0.63%
Consumer Cyclical 1.89%
Consumer/Non-Cyclical 1.99%
Energy 4.9%
Financial 39.32%
Healthcare 6.02%
Services 26.46%
Technology 12.75%
Transportation 2.07%
Utilities 0.02%

198 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BANK NEW YORK MELLON CORP COM 2,308,401 -295,220 (11.34) 54,870,475
WELLS FARGO & CO NEW COM 2,253,927 -220,187 (8.9) 41,205,254
AMAZON COM INC COM 2,078,791 600,833 40.65 4,670,390
AMERICAN EXPRESS CO COM 1,734,476 -178,895 (9.35) 22,239,723
BERKSHIRE HATHAWAY INC DEL CL A 1,398,046 -330,958 (19.14) 6,518
UNITEDHEALTH GROUP INC COM 1,360,350 -215,082 (13.65) 11,461,371
LIBERTY GLOBAL PLC SHS CL C 1,333,912 173,499 14.95 26,180,809
EXPRESS SCRIPTS HLDG CO COM 1,135,656 205,439 22.09 13,002,699
GOOGLE INC CL A 1,081,307 -46,255 (4.1) 1,884,926
GOOGLE INC CL C 1,064,207 -47,006 (4.23) 1,883,353
CARMAX INC COM 820,532 32,109 4.07 11,726,913
LAS VEGAS SANDS CORP COM 802,104 156,470 24.24 14,517,719
LABORATORY CORP AMER HLDGS COM NEW 752,552 -7,731 (1.02) 5,928,873
VALEANT PHARMACEUTICALS INTL I COM 738,188 -4,434 (0.6) 3,508,163
JPMORGAN CHASE & CO COM 694,637 646 .09 11,096,430
TEXAS INSTRS INC COM 680,140 -1,670 (0.25) 12,427,196
COSTCO WHSL CORP NEW COM 669,911 -308,161 (31.51) 4,522,761
PRAXAIR INC COM 665,430 -4,667 (0.7) 5,433,852
SCHWAB CHARLES CORP NEW COM 585,871 -7,221 (1.22) 19,451,228
ENCANA CORP COM 550,251 285,815 108.08 39,303,662


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