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:
03-31-2024
Check here if Amendment: ☒ Amendment Number:
1
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
Tucson, AZ 85756
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:
Michaela McLoughry
Title:
Chief Compliance Officer
Phone:
520-434-3731


Signature, Place, and Date of Signing:

Michaela McLoughry
                         [Signature]
Tucson, ARIZONA
                 [City, State]
05-14-2024
                           [Date]
                          

Report Type (Check only one.):

☒ 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:
98
Form 13F Information table Value Total:
17841580568
          (thousands)

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.]

  
NONE


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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AGCO CorporationCommon001084102166,896,1901,356,659SHSOLE1,313,281 0 43,378
Alexandria Real Estate Equities, Inc.Common01527110918,261,004141,657SHSOLE77,013 0 64,644
Alibaba Group Holding Ltd., ADRADR01609W10213,183,413182,192SHSOLE182,192 0 0
Alphabet Inc., Class ACommon02079K305465,208,8223,082,282SHSOLE2,990,020 0 92,262
Alphabet Inc., Class CCommon02079K107102,176,661671,067SHSOLE658,017 0 13,050
Amazon.com, Inc.Common0231351061,040,003,6185,765,626SHSOLE5,609,757 0 155,869
American Express Co.Common025816109174,489,169766,345SHSOLE752,277 0 14,068
American Homes 4 Rent - Class ACommon02665T3069,028,387245,470SHSOLE139,230 0 106,240
American Tower CorpCommon03027X10013,175,30166,680SHSOLE35,900 0 30,780
Applied Materials, Inc.Common038222105961,208,5564,660,857SHSOLE4,523,357 0 137,500
AvalonBay Communities, Inc.Common05348410112,269,22766,120SHSOLE35,960 0 30,160
Baidu, Inc. Class A, ADRADR0567521084,983,63947,337SHSOLE47,337 0 0
Bank of America Corp.Common06050510445,408,4041,197,479SHSOLE1,197,479 0 0
Bank of N.T. Butterfield & Son LimitedCommonG0772R20834,727,0641,085,560SHSOLE1,085,560 0 0
Bank of New York Mellon Corp.Common064058100592,531,50110,283,435SHSOLE10,054,467 0 228,968
Berkshire Hathaway Inc., Class ACommon0846701081,172,445,1201,848SHSOLE1,848 0 0
Berkshire Hathaway Inc., Class BCommon084670702340,596,810809,942SHSOLE743,046 0 66,896
Boston Properties, Inc.Common10112110110,110,641154,810SHSOLE84,410 0 70,400
Brixmor Property Group, Inc.Common11120U10514,435,586615,590SHSOLE348,860 0 266,730
Camden Property TrustCommon1331311026,935,23270,480SHSOLE41,840 0 28,640
Capital One Financial Corp.Common14040H1051,440,558,5039,675,321SHSOLE9,455,558 0 219,763
Carrier Global Corp.Common14448C10413,352,170229,695SHSOLE205,515 0 24,180
Charles Schwab Corp.Common80851310522,210,478307,029SHSOLE307,029 0 0
Chubb Ltd.CommonH1467J104327,143,1751,262,467SHSOLE1,234,952 0 27,515
Cigna GroupCommon125523100527,776,8121,453,170SHSOLE1,402,166 0 51,004
Clear Secure, Inc.Common18467V10912,525,648588,888SHSOLE566,195 0 22,693
Community Healthcare Trust, Inc.Common20369C1065,844,983220,150SHSOLE120,750 0 99,400
Coupang, Inc., Class ACommon22266T109106,886,1636,008,216SHSOLE6,008,216 0 0
Cousins Properties, Inc.Common22279550216,416,796682,895SHSOLE366,380 0 316,515
Crown Castle, Inc.Common22822V1014,443,80241,990SHSOLE22,990 0 19,000
CVS Health CorporationCommon12665010013,777,982172,743SHSOLE155,379 0 17,364
Darling Ingredients Inc.Common237266101132,414,4822,847,011SHSOLE2,735,789 0 111,222
Davis Select Financial ETFETF23908L10870,919,3912,128,485SHSOLE2,128,485 0 0
Davis Select International ETFETF23908L40574,583,3953,866,428SHSOLE3,866,428 0 0
Davis Select U.S. Equity ETFETF23908L207136,684,2913,385,789SHSOLE3,385,789 0 0
Davis Select Worldwide ETFETF23908L30662,254,5651,916,112SHSOLE1,916,112 0 0
Digital Realty Trust, Inc.Common25386810314,687,039101,965SHSOLE55,565 0 46,400
Douglas Emmett, IncCommon25960P1093,560,429256,700SHSOLE142,170 0 114,530
Equinix, Inc.Common29444U70014,251,79817,268SHSOLE9,758 0 7,510
Equity ResidentialCommon29476L1078,816,783139,705SHSOLE79,050 0 60,655
Essex Property Trust, Inc.Common29717810511,337,39646,311SHSOLE26,340 0 19,971
Everest Group, Ltd.CommonG3223R10816,380,57841,209SHSOLE41,209 0 0
Extra Space Storage, Inc.Common30225T1025,871,91539,945SHSOLE23,000 0 16,945
Federal Realty Investment TrustCommon3137451016,266,08361,360SHSOLE31,210 0 30,150
Ferguson PLCCommonG3421J10621,669,78599,207SHSOLE92,702 0 6,505
Fifth Third BancorpCommon31677310092,473,8832,485,189SHSOLE2,485,189 0 0
Healthpeak Properties, Inc.Common42250P1034,795,238255,746SHSOLE134,520 0 121,226
Highwoods Properties Inc.Common4312841084,202,675160,530SHSOLE82,220 0 78,310
Hollysys Automation Technologies Ltd.CommonG4566710516,741,266654,467SHSOLE654,467 0 0
Hudson Pacific Properties Inc.Common4440971094,437,297687,953SHSOLE384,830 0 303,123
Humana Inc.Common444859102690,017,5271,990,129SHSOLE1,931,537 0 58,592
IAC Inc.Common44891N208144,190,6612,703,237SHSOLE2,627,693 0 75,544
Intel Corp.Common458140100299,968,0996,791,218SHSOLE6,573,034 0 218,184
JD.com Inc., Class A, ADRADR47215P106120,099,1794,384,782SHSOLE4,384,782 0 0
Johnson Controls International plcCommonG5150210528,526,812436,724SHSOLE397,340 0 39,384
JPMorgan Chase & Co.Common46625H100646,502,0913,227,669SHSOLE3,155,495 0 72,174
KE Holdings Inc., Class A, ADRADR48249710482,518,4676,010,085SHSOLE6,010,085 0 0
Lam Research Corp.Common5128071081,193,0881,228SHSOLE1,228 0 0
Liberty Formula One, Series ACommon53122977121,665,837368,843SHSOLE368,843 0 0
Loews Corp.Common54042410849,288,174629,559SHSOLE629,559 0 0
M & T Bank CorpCommon55261F1047,017,04448,247SHSOLE48,247 0 0
Markel Group, IncCommon570535104435,281,734286,091SHSOLE277,694 0 8,397
Masterbrand, Inc.Common57638P10416,130,381860,746SHSOLE768,027 0 92,719
Meta Platforms, Inc., Class ACommon30303M1021,495,034,5603,078,864SHSOLE3,021,854 0 57,010
MGM Resorts InternationalCommon552953101561,576,12111,895,279SHSOLE11,632,738 0 262,541
Microsoft Corp.Common594918104108,817,125258,645SHSOLE241,992 0 16,653
Noah Holdings Ltd., Class A, ADSADR65487X1028,669,975758,528SHSOLE758,528 0 0
Oracle CorporationCommon68389X10517,750,326141,313SHSOLE127,458 0 13,855
Owens CorningCommon690742101386,341,9942,316,199SHSOLE2,222,414 0 93,785
PNC Financial Services Group, Inc.Common69347510580,690,112499,320SHSOLE499,320 0 0
Prologis, Inc.Common74340W10323,603,156181,256SHSOLE100,889 0 80,367
Public Storage, Inc.Common74460D10915,274,56052,660SHSOLE28,690 0 23,970
Quest Diagnostics Inc.Common74834L100316,956,6072,381,163SHSOLE2,285,377 0 95,786
Regency Centers CorporationCommon7588491037,348,350121,340SHSOLE65,600 0 55,740
Retail Opportunity Investments Corp.Common76131N1017,228,493563,845SHSOLE297,525 0 266,320
Rexford Industrial Realty, Inc.Common76169C10010,543,383209,610SHSOLE116,510 0 93,100
RHCommon74967X103780,1022,240SHSOLE2,240 0 0
Rocket Companies, Inc., Class ACommon77311W10147,059,9233,234,359SHSOLE3,234,359 0 0
SAP SE - ADRADR80305420422,828,651117,052SHSOLE106,927 0 10,125
Simon Property Group, Inc.Common82880610916,839,889107,610SHSOLE61,810 0 45,800
Skechers U.S.A., Inc., Class ACommon830566105458,8377,490SHSOLE7,490 0 0
SL Green Realty Corp.Common78440X8874,643,04984,220SHSOLE45,970 0 38,250
State Street Corp.Common8574771034,246,18254,917SHSOLE54,917 0 0
Sun Communities, Inc.Common8666741046,266,98948,740SHSOLE25,840 0 22,900
Sunstone Hotel Investors, Inc.Common8678921019,094,473816,380SHSOLE463,010 0 353,370
Teck Resources Ltd., Class BCommon878742204530,315,74911,584,005SHSOLE11,259,479 0 324,526
Terreno Realty Corp.Common88146M10110,532,169158,617SHSOLE83,444 0 75,173
Texas Instruments, Inc.Common882508104413,529,2322,373,740SHSOLE2,287,771 0 85,969
Truist Financial Corp.Common89832Q1095,258,870134,912SHSOLE134,912 0 0
U.S. BancorpCommon902973304634,069,80814,185,007SHSOLE13,806,565 0 378,442
UDR, Inc.Common9026531047,542,978201,630SHSOLE106,520 0 95,110
UnitedHealth Group Inc.Common91324P10244,450,27989,853SHSOLE80,517 0 9,336
Ventas, Inc.Common92276F10012,448,521285,910SHSOLE162,790 0 123,120
Viatris Inc.Common92556V106686,136,86457,465,399SHSOLE55,536,408 0 1,928,991
VICI Properties, Inc.Common9256521094,393,131147,470SHSOLE87,450 0 60,020
Wells Fargo & Co.Common9497461011,362,263,48123,503,511SHSOLE22,928,406 0 575,105
Welltower, Inc.Common95040Q10412,144,397129,970SHSOLE75,680 0 54,290
Wesco International, Inc.Common95082P10532,683,992190,822SHSOLE174,414 0 16,408