DAVIS SELECTED ADVISERS Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 193
New Positions 14
Increased Positions 61
Decreased Positions 123
Positions with Activity 184
Sold Out Positions 10
Total Mkt Value (in $ millions) 41,212

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

Sector Weighting

Basic Materials 3.71%
Capital Goods 0.69%
Conglomerates 0.57%
Consumer Cyclical 2.25%
Consumer/Non-Cyclical 3.61%
Energy 6.97%
Financial 42%
Healthcare 2.53%
Services 20.43%
Technology 13.38%
Transportation 3.56%
Utilities 0.02%

193 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN EXPRESS CO COM 3,126,109 -117,615 (3.63) 35,767,841
WELLS FARGO & CO NEW COM 2,824,711 -68,264 (2.36) 57,541,470
BANK NEW YORK MELLON CORP COM 2,784,663 -106,383 (3.68) 83,323,238
CVS CAREMARK CORPORATION COM 2,443,356 -250,520 (9.3) 33,058,529
BERKSHIRE HATHAWAY INC DEL CL A 1,810,607 -336,620 (15.68) 9,585
GOOGLE INC CL A 1,481,937 -21,876 (1.46) 2,628,014
GOOGLE INC CL C 1,462,595 -21,590 (1.46) 2,628,014
COSTCO WHSL CORP NEW COM 1,437,115 -20,449 (1.4) 12,662,918
CANADIAN NAT RES LTD COM 1,394,772 -36,210 (2.53) 34,869,302
BED BATH & BEYOND INC COM 1,285,764 -37,856 (2.86) 19,921,965
UNITEDHEALTH GROUP INC COM 1,218,956 55,470 4.77 15,589,667
LABORATORY CORP AMER HLDGS COM NEW 974,829 169,946 21.11 9,561,830
EXPRESS SCRIPTS HLDG CO COM 941,982 -50,547 (5.09) 12,872,126
AIR PRODS & CHEMS INC COM 842,725 -10,417 (1.22) 7,100,817
EOG RES INC COM 832,069 -8,082 (0.96) 8,237,494
PROGRESSIVE CORP OHIO COM 777,851 -24,449 (3.05) 32,423,950
LOEWS CORP COM 721,317 -109,042 (13.13) 16,367,518
TEXAS INSTRS INC COM 676,366 -7,243 (1.06) 14,960,544
LIBERTY GLOBAL PLC SHS CL C 636,521 10,968 1.75 16,680,310
PACCAR INC COM 616,108 -6,637 (1.07) 9,380,447


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