DAVIS SELECTED ADVISERS Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 205
New Positions 16
Increased Positions 78
Decreased Positions 113
Positions with Activity 191
Sold Out Positions 24
Total Mkt Value (in $ millions) 29,688

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

Sector Weighting

Basic Materials 2.26%
Capital Goods 0.6%
Conglomerates 0.15%
Consumer Cyclical 1.2%
Consumer/Non-Cyclical 2.12%
Energy 5.56%
Financial 40.14%
Healthcare 4.74%
Services 26.2%
Technology 13.27%
Transportation 1.6%
Utilities 0.02%

205 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WELLS FARGO & CO NEW COM 2,136,349 -208,642 (8.9) 37,539,086
AMAZON COM INC COM 2,025,563 -17,219 (0.84) 4,631,023
BANK NEW YORK MELLON CORP COM 1,833,418 -481,019 (20.78) 43,466,525
AMERICAN EXPRESS CO COM 1,633,951 -109,644 (6.29) 20,841,207
LIBERTY GLOBAL PLC SHS CL C 1,357,804 19,965 1.49 26,571,505
JPMORGAN CHASE & CO COM 1,264,606 509,272 67.42 18,578,018
EXPRESS SCRIPTS HLDG CO COM 1,185,285 18,813 1.61 13,212,411
BERKSHIRE HATHAWAY INC DEL CL A 1,163,899 -181,188 (13.47) 5,640
UNITEDHEALTH GROUP INC COM 1,027,497 -386,607 (27.34) 8,327,902
GOOGLE INC CL A 958,017 -66,063 (6.45) 1,763,330
GOOGLE INC CL C 918,766 -64,043 (6.52) 1,760,627
LAS VEGAS SANDS CORP COM 787,327 757 .10 14,531,684
CARMAX INC COM 774,852 -11,320 (1.44) 11,558,056
ENCANA CORP COM 739,431 315,737 74.52 68,592,847
PRAXAIR INC COM 644,072 -4,078 (0.63) 5,399,667
TEXAS INSTRS INC COM 638,334 -6,762 (1.05) 12,296,936
SCHWAB CHARLES CORP NEW COM 576,818 -67,407 (10.46) 17,416,002
LABORATORY CORP AMER HLDGS COM NEW 542,946 -181,503 (25.05) 4,443,459
VISA INC COM CL A 519,682 -3,201 (0.61) 7,659,271
ECOLAB INC COM 488,611 -6,545 (1.32) 4,316,350