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:
06-30-2024
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
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]
08-07-2024
                           [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:
102
Form 13F Information table Value Total:
17215167888
          (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 CorporationCommon001084102132,885,1181,357,633SHSOLE1,314,557 0 43,076
Alexandria Real Estate Equities, Inc.Common015271109 0 141,587SHSOLE76,943 0 64,644
Alibaba Group Holding Ltd., ADRADR01609W10212,233,376169,908SHSOLE169,908 0 0
Alphabet Inc., Class ACommon02079K305560,006,5753,074,425SHSOLE2,984,189 0 90,236
Alphabet Inc., Class CCommon02079K107123,890,489675,447SHSOLE662,132 0 13,315
Amazon.com, Inc.Common0231351061,105,456,4785,720,344SHSOLE5,566,516 0 153,828
American Express Co.Common02581610984,238,536363,803SHSOLE362,266 0 1,537
American Homes 4 Rent - Class ACommon02665T306 0 222,270SHSOLE126,690 0 95,580
American Tower CorpCommon03027X100 0 76,070SHSOLE41,080 0 34,990
Applied Materials, Inc.Common038222105987,836,2664,185,924SHSOLE4,048,217 0 137,707
AvalonBay Communities, Inc.Common053484101 0 57,770SHSOLE31,380 0 26,390
Baidu, Inc. Class A, ADRADR0567521084,050,81046,841SHSOLE46,841 0 0
Bank of America Corp.Common06050510447,360,8601,190,869SHSOLE1,190,869 0 0
Bank of N.T. Butterfield & Son LimitedCommonG0772R20837,941,5411,080,340SHSOLE1,080,340 0 0
Bank of New York Mellon Corp.Common064058100446,234,8527,450,908SHSOLE7,276,655 0 174,253
Berkshire Hathaway Inc., Class ACommon0846701081,121,013,2711,831SHSOLE1,831 0 0
Berkshire Hathaway Inc., Class BCommon084670702329,574,309810,163SHSOLE743,076 0 67,087
Boston Properties, Inc.Common101121101 0 154,730SHSOLE84,330 0 70,400
Brixmor Property Group, Inc.Common11120U105 0 503,980SHSOLE287,370 0 216,610
Camden Property TrustCommon133131102 0 70,430SHSOLE41,790 0 28,640
Capital One Financial Corp.Common14040H1051,334,034,4439,635,496SHSOLE9,414,358 0 221,138
Charles Schwab Corp.Common80851310522,459,901304,789SHSOLE304,789 0 0
Chubb Ltd.CommonH1467J104320,594,7701,256,840SHSOLE1,229,631 0 27,209
Cigna GroupCommon125523100478,046,8631,446,129SHSOLE1,394,434 0 51,695
Clear Secure, Inc.Common18467V10911,034,484589,764SHSOLE565,959 0 23,805
Community Healthcare Trust, Inc.Common20369C106 0 219,990SHSOLE120,590 0 99,400
ConocoPhillipsCommon20825C10443,461,083379,971SHSOLE379,105 0 866
Coupang, Inc., Class ACommon22266T109125,172,9405,974,842SHSOLE5,974,842 0 0
Cousins Properties, Inc.Common222795502 0 682,525SHSOLE366,010 0 316,515
Crown Castle, Inc.Common22822V101 0 41,950SHSOLE22,950 0 19,000
Crown Holdings, Inc.Common228368106637,5228,570SHSOLE8,570 0 0
CVS Health CorporationCommon12665010021,544,025364,782SHSOLE326,929 0 37,853
Darling Ingredients Inc.Common237266101104,286,1372,837,718SHSOLE2,723,993 0 113,725
Davis Select Financial ETFETF23908L10870,685,3562,128,485SHSOLE2,128,485 0 0
Davis Select International ETFETF23908L40576,908,1143,866,428SHSOLE3,866,428 0 0
Davis Select U.S. Equity ETFETF23908L207137,530,7383,385,789SHSOLE3,385,789 0 0
Davis Select Worldwide ETFETF23908L30663,894,6631,916,112SHSOLE1,916,112 0 0
Digital Realty Trust, Inc.Common253868103 0 101,905SHSOLE55,505 0 46,400
Douglas Emmett, IncCommon25960P109 0 127,180SHSOLE70,450 0 56,730
Equinix, Inc.Common29444U700 0 17,258SHSOLE9,748 0 7,510
Equity ResidentialCommon29476L107 0 103,015SHSOLE59,440 0 43,575
Essex Property Trust, Inc.Common297178105 0 46,271SHSOLE26,300 0 19,971
Everest Group, Ltd.CommonG3223R10815,579,52740,889SHSOLE40,889 0 0
Extra Space Storage, Inc.Common30225T102 0 61,595SHSOLE34,990 0 26,605
Federal Realty Investment TrustCommon313745101 0 61,320SHSOLE31,170 0 30,150
Fifth Third BancorpCommon31677310090,425,1032,478,079SHSOLE2,478,079 0 0
Healthpeak Properties, Inc.Common42250P103 0 255,476SHSOLE134,250 0 121,226
Highwoods Properties Inc.Common431284108 0 160,530SHSOLE82,220 0 78,310
Hollysys Automation Technologies Ltd.CommonG456671054,777,268220,761SHSOLE220,761 0 0
Hudson Pacific Properties Inc.Common444097109 0 1,224,493SHSOLE685,270 0 539,223
Humana Inc.Common444859102863,640,4112,311,362SHSOLE2,246,128 0 65,234
IAC Inc.Common44891N208126,692,0982,704,207SHSOLE2,627,862 0 76,345
Intel Corp.Common458140100391,532,52012,642,316SHSOLE12,269,731 0 372,585
iShares S&P 500 Value Index FundETF4642874084,310,17923,681SHSOLE20,553 0 3,128
JD.com Inc., Class A, ADRADR47215P106111,238,9264,304,912SHSOLE4,304,912 0 0
Johnson Controls International plcCommonG5150210529,223,004439,642SHSOLE397,965 0 41,677
JPMorgan Chase & Co.Common46625H100374,050,1391,849,353SHSOLE1,810,326 0 39,027
KE Holdings Inc., Class A, ADRADR48249710484,832,5045,995,230SHSOLE5,995,230 0 0
Lam Research Corp.Common5128071081,307,6361,228SHSOLE1,228 0 0
Liberty Formula One, Series ACommon53122977122,985,412357,861SHSOLE357,861 0 0
Loews Corp.Common54042410846,851,442626,859SHSOLE626,859 0 0
M & T Bank CorpCommon55261F1047,302,66648,247SHSOLE48,247 0 0
Markel Group, IncCommon570535104452,310,535287,061SHSOLE278,521 0 8,540
Masterbrand, Inc.Common57638P10412,089,068823,506SHSOLE729,240 0 94,266
Meta Platforms, Inc., Class ACommon30303M1021,542,669,7073,059,517SHSOLE3,001,704 0 57,813
MGM Resorts InternationalCommon552953101529,349,68211,911,559SHSOLE11,653,716 0 257,843
Microsoft Corp.Common594918104115,367,628258,122SHSOLE241,455 0 16,667
Mid-America Apartment Communities, Inc.Common59522J103 0 24,080SHSOLE13,300 0 10,780
Noah Holdings Ltd., Class A, ADSADR65487X10216,227,9221,681,650SHSOLE1,681,650 0 0
Oracle CorporationCommon68389X10519,504,238138,132SHSOLE124,357 0 13,775
Owens CorningCommon690742101395,339,6422,275,729SHSOLE2,186,322 0 89,407
PNC Financial Services Group, Inc.Common69347510579,350,773510,360SHSOLE510,360 0 0
Prologis, Inc.Common74340W103 0 236,886SHSOLE131,879 0 105,007
Public Storage, Inc.Common74460D109 0 55,620SHSOLE30,420 0 25,200
Quest Diagnostics Inc.Common74834L100327,256,5372,390,828SHSOLE2,293,074 0 97,754
Regency Centers CorporationCommon758849103 0 121,200SHSOLE65,460 0 55,740
Retail Opportunity Investments Corp.Common76131N101 0 499,455SHSOLE263,435 0 236,020
Rexford Industrial Realty, Inc.Common76169C100 0 209,610SHSOLE116,510 0 93,100
RHCommon74967X103547,5462,240SHSOLE2,240 0 0
Rocket Companies, Inc., Class ACommon77311W10144,081,2433,217,609SHSOLE3,217,609 0 0
SAP SE - ADRADR80305420419,930,36098,807SHSOLE89,921 0 8,886
Sea Ltd., Class A, ADRADR81141R10046,588,409652,316SHSOLE652,316 0 0
Simon Property Group, Inc.Common828806109 0 85,140SHSOLE49,440 0 35,700
Skechers U.S.A., Inc., Class ACommon830566105517,7097,490SHSOLE7,490 0 0
Solventum Corp.Common83444M101273,069,9405,163,955SHSOLE5,007,326 0 156,629
State Street Corp.Common8574771034,063,85854,917SHSOLE54,917 0 0
Sun Communities, Inc.Common866674104 0 26,670SHSOLE13,710 0 12,960
Sunstone Hotel Investors, Inc.Common867892101 0 815,490SHSOLE462,120 0 353,370
Teck Resources Ltd., Class BCommon878742204552,318,61411,530,660SHSOLE11,200,619 0 330,041
Terreno Realty Corp.Common88146M101 0 158,467SHSOLE83,294 0 75,173
Texas Instruments, Inc.Common882508104459,342,4322,361,294SHSOLE2,276,500 0 84,794
Truist Financial Corp.Common89832Q1095,241,331134,912SHSOLE134,912 0 0
Tyson Foods IncCommon902494103177,438,5563,105,330SHSOLE3,017,959 0 87,371
U.S. BancorpCommon902973304564,869,24514,228,444SHSOLE13,847,145 0 381,299
UDR, Inc.Common902653104 0 201,490SHSOLE106,380 0 95,110
UnitedHealth Group Inc.Common91324P10245,982,61390,293SHSOLE80,520 0 9,773
Ventas, Inc.Common92276F100 0 285,660SHSOLE162,540 0 123,120
Viatris Inc.Common92556V106611,607,18157,535,953SHSOLE55,567,344 0 1,968,609
VICI Properties, Inc.Common925652109 0 147,340SHSOLE87,320 0 60,020
Wells Fargo & Co.Common949746101911,644,00015,350,126SHSOLE14,899,759 0 450,367
Welltower, Inc.Common95040Q104 0 96,500SHSOLE57,050 0 39,450
Wesco International, Inc.Common95082P10530,696,764193,646SHSOLE175,426 0 18,220