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Form 13F-HR DAVIS SELECTED ADVISERS For: Jun 30

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August 11, 2022 10:24 AM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 06-30-2022
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: DAVIS SELECTED ADVISERS
Address: 2949 E. ELVIRA ROAD
SUITE 101
TUCSON , AZ85756
Form 13F File Number: 028-04121

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Randi Jean Roessler
Title: Chief Compliance Officer
Phone: 520-434-3758
Signature, Place, and Date of Signing:
Randi Jean Roessler Tucson , AZ 08-11-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 114
Form 13F Information Table Value Total: 15,585,933
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Acadia Realty Trust Common 004239109 3,267 209,147 SH SOLE 118,227 0 90,920
Alexandria Real Estate Equities, Inc. Common 015271109 14,437 99,547 SH SOLE 55,483 0 44,064
Alibaba Group Holding Ltd ADR 01609W102 247,855 2,180,288 SH SOLE 2,143,506 0 36,782
Alphabet Inc., Class A Common 02079K305 521,647 239,369 SH SOLE 235,340 0 4,029
Alphabet Inc., Class C Common 02079K107 565,427 258,487 SH SOLE 252,412 0 6,075
Amazon.com, Inc. Common 023135106 552,993 5,206,603 SH SOLE 5,080,796 0 125,807
American Express Co. Common 025816109 150,973 1,089,117 SH SOLE 1,075,098 0 14,019
American Homes 4 Rent, Class A Common 02665T306 9,122 257,380 SH SOLE 151,330 0 106,050
American Tower Corp Class A Common 03027X100 20,302 79,430 SH SOLE 44,620 0 34,810
Americold Realty Trust Common 03064D108 2,669 88,850 SH SOLE 48,650 0 40,200
Applied Materials, Inc. Common 038222105 674,652 7,415,384 SH SOLE 7,238,176 0 177,208
AvalonBay Communities, Inc. Common 053484101 15,655 80,590 SH SOLE 47,120 0 33,470
Baidu, Inc., Class A, ADR ADR 056752108 7,268 48,867 SH SOLE 48,867 0 0
Bank of America Corp. Common 060505104 98,789 3,173,444 SH SOLE 3,173,444 0 0
Bank of N.T. Butterfield & Son Ltd. Common G0772R208 110,060 3,528,707 SH SOLE 3,528,592 0 115
Bank of New York Mellon Corp. Common 064058100 577,004 13,833,713 SH SOLE 13,566,110 0 267,603
Berkshire Hathaway Inc., Class A Common 084670108 915,230 2,238 SH SOLE 2,238 0 0
Berkshire Hathaway Inc., Class B Common 084670702 360,431 1,320,164 SH SOLE 1,240,190 0 79,974
Boston Properties, Inc. Common 101121101 6,731 75,650 SH SOLE 44,840 0 30,810
Brixmor Property Group, Inc. Common 11120U105 15,510 767,440 SH SOLE 462,130 0 305,310
Camden Property Trust Common 133131102 8,769 65,210 SH SOLE 41,740 0 23,470
Capital One Financial Corp. Common 14040H105 1,141,941 10,960,176 SH SOLE 10,774,067 0 186,109
Carrier Global Corp. Common 14448C104 29,399 824,416 SH SOLE 775,317 0 49,099
Catchmark Timber Trust Inc., Class A Common 14912Y202 6,235 619,780 SH SOLE 349,520 0 270,260
Charles Schwab Corp. Common 808513105 52,859 836,643 SH SOLE 836,643 0 0
China Index Holdings Ltd., ADR ADR 16954W101 3,046 4,174,203 SH SOLE 4,169,668 0 4,535
Chubb Ltd. Common H1467J104 336,831 1,713,457 SH SOLE 1,685,896 0 27,561
Cigna Corp. Common 125523100 826,961 3,138,133 SH SOLE 3,061,290 0 76,843
Clear Secure, Inc. Common 18467V109 14,842 742,091 SH SOLE 721,627 0 20,464
Coupang, Inc., Class A Common 22266T109 109,289 8,571,656 SH SOLE 8,395,290 0 176,366
Cousins Properties, Inc. Common 222795502 11,342 388,025 SH SOLE 225,930 0 162,095
Crown Castle International Corp. Common 22822V101 14,479 85,990 SH SOLE 48,650 0 37,340
CubeSmart Common 229663109 2,686 62,880 SH SOLE 62,880 0 0
CVS Health Corp. Common 126650100 19,298 208,272 SH SOLE 192,300 0 15,972
Darling Ingredients, Inc. Common 237266101 190,809 3,190,790 SH SOLE 3,095,853 0 94,937
Davis Select Financial ETF ETF 23908L108 53,020 2,043,955 SH SOLE 2,043,955 0 0
Davis Select International ETF ETF 23908L405 64,759 3,898,825 SH SOLE 3,898,825 0 0
Davis Select U.S. Equity ETF ETF 23908L207 90,522 3,308,560 SH SOLE 3,308,560 0 0
Davis Select Worldwide ETF ETF 23908L306 46,499 1,925,400 SH SOLE 1,925,400 0 0
Digital Realty Trust, Inc. Common 253868103 14,225 109,565 SH SOLE 61,245 0 48,320
Douglas Emmett, Inc. Common 25960P109 7,481 334,290 SH SOLE 198,140 0 136,150
Duke Realty Corp. Common 264411505 2,536 46,160 SH SOLE 26,270 0 19,890
DXC Technology Co. Common 23355L106 1,718 56,665 SH SOLE 56,665 0 0
Eaton Corp. PLC Common G29183103 24,490 194,384 SH SOLE 179,794 0 14,590
Equinix, Inc. Common 29444U700 17,383 26,458 SH SOLE 15,128 0 11,330
Equity Residential Common 29476L107 14,632 202,605 SH SOLE 115,840 0 86,765
Essex Property Trust, Inc. Common 297178105 13,413 51,291 SH SOLE 30,510 0 20,781
Everest Re Group, Ltd. Common G3223R108 15,413 54,992 SH SOLE 54,992 0 0
Extra Space Storage Inc. Common 30225T102 8,560 50,320 SH SOLE 29,460 0 20,860
Federal Realty Investment Trust Common 313745101 8,870 92,650 SH SOLE 54,960 0 37,690
Ferguson PLC Common G3421J106 11,409 102,811 SH SOLE 89,252 0 13,559
Fifth Third Bancorp Common 316773100 35,382 1,053,038 SH SOLE 1,053,038 0 0
Greenlight Capital Re, Ltd., Class A Common G4095J109 7,553 977,098 SH SOLE 977,098 0 0
Healthcare Trust of America, Inc. Common 42225P501 6,991 250,480 SH SOLE 174,680 0 75,800
Healthpeak Properties, Inc. Common 42250P103 8,461 326,536 SH SOLE 181,940 0 144,596
Highwoods Properties, Inc. Common 431284108 6,385 186,760 SH SOLE 101,560 0 85,200
Hollysys Automation Technologies, Ltd. Common G45667105 91,001 6,148,742 SH SOLE 6,148,567 0 175
Host Hotels & Resorts, Inc. Common 44107P104 8,277 527,900 SH SOLE 289,900 0 238,000
Hudson Pacific Properties, Inc. Common 444097109 3,191 215,043 SH SOLE 118,880 0 96,163
Humana Inc. Common 444859102 20,507 43,812 SH SOLE 40,246 0 3,566
IAC/InterActiveCorp. Common 44891N208 149,207 1,964,023 SH SOLE 1,918,287 0 45,736
Innovative Industrial Properties, Inc. Common 45781V101 3,890 35,410 SH SOLE 21,190 0 14,220
Intel Corp. Common 458140100 620,231 16,579,278 SH SOLE 16,248,219 0 331,059
iQIYI, Inc., Class A, ADR ADR 46267X108 18,492 4,402,947 SH SOLE 4,402,705 0 242
iShares S&P 500 Value Index Fund ETF 464287408 8,001 58,209 SH SOLE 53,707 0 4,502
JD.com, Inc., Class A, ADR ADR 47215P106 556,805 8,670,281 SH SOLE 8,545,348 0 124,933
Johnson Controls International PLC Common G51502105 24,549 512,718 SH SOLE 475,713 0 37,005
JPMorgan Chase & Co. Common 46625H100 507,171 4,503,786 SH SOLE 4,407,413 0 96,373
Lam Research Corp. Common 512807108 523 1,228 SH SOLE 1,228 0 0
Liberty Media Corp., Series A Common 531229870 37,249 642,552 SH SOLE 642,407 0 145
Liberty Media Corp., Series C Common 531229854 29,214 460,278 SH SOLE 460,278 0 0
Liberty TripAdvisor Hldgs Inc. - A Common 531465102 206 272,704 SH SOLE 272,704 0 0
Life Storage, Inc. Common 53223X107 4,001 35,830 SH SOLE 23,720 0 12,110
Loews Corp. Common 540424108 127,770 2,156,086 SH SOLE 2,120,356 0 35,730
M&T Bank Corp. Common 55261F104 8,705 54,615 SH SOLE 54,615 0 0
Markel Corp. Common 570535104 273,467 211,457 SH SOLE 208,415 0 3,042
Meta Platforms, Inc., Class A Common 30303M102 532,924 3,304,953 SH SOLE 3,232,964 0 71,989
Microsoft Corp. Common 594918104 96,863 377,148 SH SOLE 359,599 0 17,549
NetSTREIT Corp. Common 64119V303 4,913 260,350 SH SOLE 149,190 0 111,160
Noah Holdings Ltd., Class A, ADS ADR 65487X102 16,797 830,319 SH SOLE 830,276 0 43
Novartis AG - ADR ADR 66987V109 2,447 28,943 SH SOLE 28,943 0 0
Oracle Corp. Common 68389X105 15,330 219,403 SH SOLE 202,631 0 16,772
Owens Corning Common 690742101 252,320 3,395,504 SH SOLE 3,282,777 0 112,727
PNC Financial Services Group, Inc. Common 693475105 77,337 490,186 SH SOLE 490,186 0 0
Prologis, Inc. Common 74340W103 25,591 217,522 SH SOLE 127,042 0 90,480
Public Storage, Inc. Common 74460D109 18,294 58,510 SH SOLE 33,270 0 25,240
Quest Diagnostics, Inc. Common 74834L100 251,308 1,889,815 SH SOLE 1,820,600 0 69,215
Radius Global Infrastructure, Inc. Common 750481103 3,029 198,520 SH SOLE 198,520 0 0
Raytheon Technologies Corp. Common 75513E101 15,595 162,261 SH SOLE 149,709 0 12,552
Retail Opportunity Investments Corp. Common 76131N101 8,918 565,145 SH SOLE 296,945 0 268,200
Rexford Industrial Realty, Inc. Common 76169C100 14,054 244,030 SH SOLE 143,900 0 100,130
Rocket Companies, Inc., Class A Common 77311W101 30,201 4,103,414 SH SOLE 4,103,414 0 0
SAP SE, ADR ADR 803054204 10,242 112,892 SH SOLE 105,432 0 7,460
Simon Property Group, Inc. Common 828806109 12,366 130,280 SH SOLE 76,350 0 53,930
Skechers U.S.A, Inc. Class A Common 830566105 441 12,400 SH SOLE 12,400 0 0
SL Green Realty Corp. Common 78440X887 2,442 52,921 SH SOLE 26,455 0 26,466
State Street Corp. Common 857477103 4,799 77,846 SH SOLE 77,846 0 0
STORE Capital Corp. Common 862121100 4,363 167,310 SH SOLE 95,880 0 71,430
Sun Communities, Inc. Common 866674104 5,260 33,010 SH SOLE 18,050 0 14,960
Sunstone Hotel Investors, Inc. Common 867892101 10,133 1,021,460 SH SOLE 579,960 0 441,500
Teck Resources Ltd., Class B Common 878742204 333,507 10,909,614 SH SOLE 10,674,763 0 234,851
Terreno Realty Corp. Common 88146M101 12,163 218,247 SH SOLE 120,364 0 97,883
Texas Instruments, Inc. Common 882508104 459,577 2,991,064 SH SOLE 2,908,368 0 82,696
Truist Financial Corp. Common 89832Q109 1,353 28,518 SH SOLE 28,518 0 0
UDR, Inc. Common 902653104 7,536 163,690 SH SOLE 88,540 0 75,150
U.S. Bancorp Common 902973304 765,248 16,628,587 SH SOLE 16,270,184 0 358,403
UnitedHealth Group, Inc. Common 91324P102 63,247 123,138 SH SOLE 113,235 0 9,903
Ventas, Inc. Common 92276F100 11,330 220,300 SH SOLE 127,610 0 92,690
Viatris, Inc. Common 92556V106 580,731 55,466,147 SH SOLE 54,164,482 0 1,301,665
VICI Properties, Inc. Common 925652109 4,781 160,490 SH SOLE 87,270 0 73,220
Vimeo, Inc. Common 92719V100 33,082 5,495,287 SH SOLE 5,358,060 0 137,227
VMware, Inc., Class A Common 928563402 7,833 68,726 SH SOLE 64,107 0 4,619
Wells Fargo & Co. Common 949746101 1,278,490 32,639,532 SH SOLE 32,105,997 0 533,535
Welltower Inc. Common 95040Q104 20,121 244,330 SH SOLE 133,800 0 110,530

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