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) 31,900

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

Sector Weighting

Basic Materials 2.34%
Capital Goods 0.52%
Conglomerates 0.65%
Consumer Cyclical 1.89%
Consumer/Non-Cyclical 2.05%
Energy 4.83%
Financial 40.03%
Healthcare 5.82%
Services 25.93%
Technology 12.64%
Transportation 2.1%
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
WELLS FARGO & CO NEW COM 2,279,887 -222,723 (8.9) 41,205,254
BANK NEW YORK MELLON CORP COM 2,187,137 -279,712 (11.34) 54,870,475
AMERICAN EXPRESS CO COM 1,827,438 -188,483 (9.35) 22,239,723
AMAZON COM INC COM 1,799,828 520,205 40.65 4,670,390
BERKSHIRE HATHAWAY INC DEL CL A 1,452,569 -343,865 (19.14) 6,518
LIBERTY GLOBAL PLC SHS CL C 1,370,042 178,198 14.95 26,180,809
UNITEDHEALTH GROUP INC COM 1,307,169 -206,674 (13.65) 11,461,371
EXPRESS SCRIPTS HLDG CO COM 1,106,400 200,146 22.09 13,002,699
GOOGLE INC CL A 1,031,677 -44,132 (4.1) 1,884,926
GOOGLE INC CL C 1,024,299 -45,243 (4.23) 1,883,353
LAS VEGAS SANDS CORP COM 817,348 159,443 24.24 14,517,719
CARMAX INC COM 798,603 31,251 4.07 11,726,913
TEXAS INSTRS INC COM 734,447 -1,804 (0.25) 12,427,196
LABORATORY CORP AMER HLDGS COM NEW 725,694 -7,455 (1.02) 5,928,873
PRAXAIR INC COM 698,739 -4,900 (0.7) 5,433,852
VALEANT PHARMACEUTICALS INTL I COM 694,616 -4,173 (0.6) 3,508,163
JPMORGAN CHASE & CO COM 678,436 631 .09 11,096,430
COSTCO WHSL CORP NEW COM 667,017 -306,830 (31.51) 4,522,761
SCHWAB CHARLES CORP NEW COM 578,090 -7,125 (1.22) 19,451,228
VISA INC COM CL A 525,985 -1,271 (0.24) 1,926,613


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