| COF | Capital One Financial Corp. | 9.3% | 8,380,117 | $1,781,445,282 | -575,625 | -6.43% | $212.58 | 13F |
| META | Meta Platforms, Inc., Class A | 6.58% | 1,715,514 | $1,259,839,100 | -392,300 | -18.61% | $734.38 | 13F |
| AMAT | Applied Materials, Inc. | 5.94% | 5,553,992 | $1,137,124,285 | 596,399 | 12.03% | $204.74 | 13F |
| USB | U.S. Bancorp | 4.9% | 19,431,562 | $939,127,395 | 99,925 | 0.52% | $48.33 | 13F |
| CVS | CVS Health Corporation | 4.49% | 11,403,641 | $859,720,495 | -183,149 | -1.58% | $75.39 | 13F |
| MGM | MGM Resorts International | 4.33% | 23,953,452 | $830,226,646 | 132,343 | 0.56% | $34.66 | 13F |
| BRKA | Berkshire Hathaway Inc., Class A | 3.93% | 998 | $752,691,600 | -67 | -6.29% | $754200 | 13F |
| MKL | Markel Group, Inc | 3.73% | 373,528 | $713,946,478 | 2,397 | 0.65% | $1911.36 | 13F |
| AMZN | Amazon.com, Inc. | 3.6% | 3,137,986 | $689,007,586 | -131,175 | -4.01% | $219.57 | 13F |
| VTRS | Viatris Inc. | 3.58% | 69,345,645 | $686,521,885 | 2,970,125 | 4.47% | $9.9 | 13F |
| GOOGL | Alphabet Inc., Class A | 3.52% | 2,770,594 | $673,531,304 | -83,819 | -2.94% | $243.1 | 13F |
| WFC | Wells Fargo & Co. | 3.41% | 7,786,052 | $652,626,920 | -390,371 | -4.77% | $83.82 | 13F |
| TSN | Tyson Foods Inc | 2.82% | 9,962,127 | $540,943,496 | 1,005,661 | 11.23% | $54.3 | 13F |
| TECK | Teck Resources Ltd., Class B | 2.53% | 11,023,662 | $483,828,525 | -11,331 | -0.1% | $43.89 | 13F |
| CTRA | Coterra Energy, Inc. | 2.46% | 19,883,481 | $470,244,326 | 10,545,340 | 112.93% | $23.65 | 13F |
| TXN | Texas Instruments, Inc. | 2.22% | 2,317,408 | $425,777,369 | -62,799 | -2.64% | $183.73 | 13F |
| SOLV | Solventum Corp. | 2.1% | 5,517,611 | $402,785,603 | 24,950 | 0.45% | $73 | 13F |
| UNH | UnitedHealth Group Inc. | 2.05% | 1,139,303 | $393,401,326 | 6,418 | 0.57% | $345.3 | 13F |
| TCOM | Trip.com Group Ltd., ADR | 1.94% | 4,941,445 | $371,596,664 | -8,023 | -0.16% | $75.2 | 13F |
| CB | Chubb Ltd. | 1.58% | 1,070,445 | $302,133,175 | -1,378 | -0.13% | $282.25 | 13F |
| BRKB | Berkshire Hathaway Inc., Class B | 1.4% | 533,948 | $268,437,018 | -19,897 | -3.59% | $502.74 | 13F |
| DGX | Quest Diagnostics Inc. | 1.35% | 1,361,612 | $259,496,015 | 7,192 | 0.53% | $190.58 | 13F |
| PINS | Pinterest, Inc., Class A | 1.33% | 7,892,057 | $253,887,474 | 7,892,057 | New | $32.17 | 13F |
| OC | Owens Corning | 1.31% | 1,777,367 | $251,426,336 | 8,274 | 0.47% | $141.46 | 13F |
| QSR | Restaurant Brands International, Inc. | 1.19% | 3,542,388 | $227,208,766 | 122,673 | 3.59% | $64.14 | 13F |
| AGCO | AGCO Corporation | 1.01% | 1,812,922 | $194,109,559 | 8,358 | 0.46% | $107.07 | 13F |
| YMM | Full Truck Alliance Co. Ltd., ADR | 1.01% | 14,981,773 | $194,313,596 | 3,345,848 | 28.75% | $12.97 | 13F |
| CI | Cigna Group | 0.99% | 656,318 | $189,183,664 | 429 | 0.07% | $288.25 | 13F |
| JPM | JPMorgan Chase & Co. | 0.98% | 595,626 | $187,878,341 | -40,416 | -6.35% | $315.43 | 13F |
| DUSA | Davis Select U.S. Equity ETF | 0.85% | 3,383,338 | $162,062,531 | | No Change | $47.9 | 13F |
| APP | AppLovin Corp., Class A | 0.84% | 223,574 | $160,646,862 | 8,501 | 3.95% | $718.54 | 13F |
| GOOG | Alphabet Inc., Class C | 0.82% | 646,051 | $157,345,721 | -4,339 | -0.67% | $243.55 | 13F |
| COP | ConocoPhillips | 0.79% | 1,599,311 | $151,278,828 | 13,724 | 0.87% | $94.59 | 13F |
| FITB | Fifth Third Bancorp | 0.62% | 2,668,869 | $118,898,114 | 156,013 | 6.21% | $44.55 | 13F |
| BK | Bank of New York Mellon Corp. | 0.57% | 1,010,681 | $110,123,786 | -887,749 | -46.76% | $108.96 | 13F |
| DINT | Davis Select International ETF | 0.57% | 3,890,080 | $108,844,451 | | No Change | $27.98 | 13F |
| PNC | PNC Financial Services Group, Inc. | 0.53% | 501,817 | $100,830,090 | -540 | -0.11% | $200.93 | 13F |
| HUM | Humana Inc. | 0.52% | 385,539 | $100,305,682 | -1,267,195 | -76.67% | $260.17 | 13F |
| DFNL | Davis Select Financial ETF | 0.5% | 2,129,860 | $96,312,281 | | No Change | $45.22 | 13F |
| NTES | NetEase Inc. - ADR | 0.47% | 594,740 | $90,394,533 | 1,393 | 0.23% | $151.99 | 13F |
| DWLD | Davis Select Worldwide ETF | 0.45% | 1,916,287 | $86,673,671 | | No Change | $45.23 | 13F |
| AXP | American Express Co. | 0.43% | 247,940 | $82,355,848 | -22,560 | -8.34% | $332.16 | 13F |
| SE | Sea Ltd., Class A, ADR | 0.41% | 440,594 | $78,747,366 | -7,711 | -1.72% | $178.73 | 13F |
| DAR | Darling Ingredients Inc. | 0.4% | 2,453,940 | $75,753,128 | 10,370 | 0.42% | $30.87 | 13F |
| IAC | IAC Inc. | 0.4% | 2,243,689 | $76,442,484 | -37,086 | -1.63% | $34.07 | 13F |
| RKT | Rocket Companies, Inc., Class A | 0.32% | 3,134,234 | $60,741,455 | 1,556 | 0.05% | $19.38 | 13F |
| WCC | Wesco International, Inc. | 0.32% | 292,570 | $61,878,555 | 1,824 | 0.63% | $211.5 | 13F |
| BAC | Bank of America Corp. | 0.31% | 1,150,589 | $59,358,887 | -2,808 | -0.24% | $51.59 | 13F |
| L | Loews Corp. | 0.31% | 595,697 | $59,802,022 | -1,646 | -0.28% | $100.39 | 13F |
| CHYM | Chime Financial, Inc. | 0.25% | 2,399,166 | $48,391,178 | 2,399,166 | New | $20.17 | 13F |
| NTB | Bank of N.T. Butterfield & Son Limited | 0.24% | 1,058,793 | $45,443,396 | -3,471 | -0.33% | $42.92 | 13F |
| RNR | RenaissanceRe Holdings Ltd | 0.19% | 143,145 | $36,348,810 | 78 | 0.05% | $253.93 | 13F |
| BEKE | KE Holdings Inc., Class A, ADR | 0.18% | 1,851,804 | $35,184,276 | -1,008 | -0.05% | $19 | 13F |
| VALE | Vale S.A., ADR | 0.17% | 2,931,198 | $31,832,810 | -17,316 | -0.59% | $10.86 | 13F |
| SCHW | Charles Schwab Corp. | 0.15% | 296,441 | $28,301,222 | 3 | 0.00101% | $95.47 | 13F |
| MSFT | Microsoft Corp. | 0.14% | 52,306 | $27,091,893 | -195,650 | -78.91% | $517.95 | 13F |
| PLD | Prologis, Inc. | 0.12% | 198,166 | $22,693,970 | 68,940 | 53.35% | $114.52 | 13F |
| JCI | Johnson Controls International plc | 0.11% | 186,004 | $20,451,140 | -59,319 | -24.18% | $109.95 | 13F |
| ORCL | Oracle Corporation | 0.1% | 67,052 | $18,857,704 | -64,522 | -49.04% | $281.24 | 13F |
| BXP | BXP, Inc. | 0.09% | 239,760 | $17,823,758 | 30,130 | 14.37% | $74.34 | 13F |
| EQIX | Equinix, Inc. | 0.09% | 21,803 | $17,076,982 | 6,140 | 39.2% | $783.24 | 13F |
| NVDA | NVIDIA Corp. | 0.09% | 89,795 | $16,753,951 | 660 | 0.74% | $186.58 | 13F |
| ANGI | ANGI Inc., Class A | 0.08% | 949,006 | $15,430,837 | -232,905 | -19.71% | $16.26 | 13F |
| ARE | Alexandria Real Estate Equities, Inc. | 0.08% | 180,157 | $15,014,284 | 23,970 | 15.35% | $83.34 | 13F |
| BRX | Brixmor Property Group, Inc. | 0.08% | 570,000 | $15,777,600 | 71,610 | 14.37% | $27.68 | 13F |
| CUZ | Cousins Properties, Inc. | 0.08% | 512,355 | $14,827,554 | 52,120 | 11.32% | $28.94 | 13F |
| REXR | Rexford Industrial Realty, Inc. | 0.08% | 395,150 | $16,244,617 | 20,140 | 5.37% | $41.11 | 13F |
| SPG | Simon Property Group, Inc. | 0.08% | 76,733 | $14,400,482 | 18,010 | 30.67% | $187.67 | 13F |
| AMT | American Tower Corp | 0.07% | 65,670 | $12,629,654 | -25,980 | -28.35% | $192.32 | 13F |
| AVB | AvalonBay Communities, Inc. | 0.07% | 66,580 | $12,861,259 | 8,760 | 15.15% | $193.17 | 13F |
| DLR | Digital Realty Trust, Inc. | 0.07% | 81,280 | $14,051,686 | 12,820 | 18.73% | $172.88 | 13F |
| PSA | Public Storage, Inc. | 0.07% | 44,610 | $12,885,599 | 4,210 | 10.42% | $288.85 | 13F |
| SAP | SAP SE - ADR | 0.07% | 46,787 | $12,501,954 | 18 | 0.04% | $267.21 | 13F |
| EG | Everest Group, Ltd. | 0.07% | 39,428 | $13,808,868 | -72 | -0.18% | $350.23 | 13F |
| JD | JD.com Inc., Class A, ADR | 0.06% | 341,711 | $11,953,051 | -1,776 | -0.52% | $34.98 | 13F |
| NOAH | Noah Holdings Ltd., Class A, ADS | 0.06% | 1,021,585 | $11,840,170 | | No Change | $11.59 | 13F |
| STT | State Street Corp. | 0.06% | 103,785 | $12,040,098 | 31,534 | 43.65% | $116.01 | 13F |
| SHO | Sunstone Hotel Investors, Inc. | 0.06% | 1,311,800 | $12,291,566 | 156,320 | 13.53% | $9.37 | 13F |
| AMH | American Homes 4 Rent - Class A | 0.05% | 285,600 | $9,496,200 | 35,240 | 14.08% | $33.25 | 13F |
| CPT | Camden Property Trust | 0.05% | 89,120 | $9,516,234 | 10,470 | 13.31% | $106.78 | 13F |
| CDP | COPT Defense Properties | 0.05% | 302,120 | $8,779,607 | 154,630 | 104.84% | $29.06 | 13F |
| EGP | Eastgroup Properties, Inc. | 0.05% | 52,940 | $8,960,624 | 6,810 | 14.76% | $169.26 | 13F |
| MTB | M & T Bank Corp | 0.05% | 51,027 | $10,083,956 | 79 | 0.16% | $197.62 | 13F |
| REG | Regency Centers Corporation | 0.05% | 140,110 | $10,214,019 | 18,280 | 15% | $72.9 | 13F |
| EQR | Equity Residential | 0.04% | 107,215 | $6,940,027 | 5,490 | 5.4% | $64.73 | 13F |
| EXR | Extra Space Storage, Inc. | 0.04% | 55,055 | $7,759,452 | -1,710 | -3.01% | $140.94 | 13F |
| DOC | Healthpeak Properties, Inc. | 0.04% | 446,866 | $8,557,484 | 57,680 | 14.82% | $19.15 | 13F |
| MAA | Mid-America Apartment Communities, Inc. | 0.04% | 60,860 | $8,503,968 | 7,810 | 14.72% | $139.73 | 13F |
| TRNO | Terreno Realty Corp. | 0.04% | 120,907 | $6,861,472 | 16,710 | 16.04% | $56.75 | 13F |
| TFC | Truist Financial Corp. | 0.04% | 156,437 | $7,152,300 | 592 | 0.38% | $45.72 | 13F |
| UDR | UDR, Inc. | 0.04% | 186,190 | $6,937,439 | 24,200 | 14.94% | $37.26 | 13F |
| VTR | Ventas, Inc. | 0.04% | 117,330 | $8,211,927 | -86,020 | -42.3% | $69.99 | 13F |
| VICI | VICI Properties, Inc. | 0.04% | 221,610 | $7,226,702 | 51,870 | 30.56% | $32.61 | 13F |
| CHCT | Community Healthcare Trust, Inc. | 0.03% | 333,190 | $5,097,807 | 910 | 0.27% | $15.3 | 13F |
| DEI | Douglas Emmett, Inc | 0.03% | 317,600 | $4,945,032 | 40,850 | 14.76% | $15.57 | 13F |
| HPP | Hudson Pacific Properties Inc. | 0.03% | 2,300,183 | $6,348,505 | 4,210 | 0.18% | $2.76 | 13F |
| NTST | NetSTREIT Corp. | 0.03% | 342,410 | $6,183,925 | 121,900 | 55.28% | $18.06 | 13F |
| O | Realty Income Corp. | 0.03% | 93,580 | $5,688,728 | 44,710 | 91.49% | $60.79 | 13F |
| SUI | Sun Communities, Inc. | 0.03% | 43,950 | $5,669,550 | 5,580 | 14.54% | $129 | 13F |
| CCI | Crown Castle, Inc. | 0.02% | 43,240 | $4,172,228 | 940 | 2.22% | $96.49 | 13F |
| ESS | Essex Property Trust, Inc. | 0.02% | 16,951 | $4,537,105 | -11,590 | -40.61% | $267.66 | 13F |
| SNPS | Synopsys, Inc. | 0.02% | 8,655 | $4,270,290 | 8,655 | New | $493.39 | 13F |
| TSM | Taiwan Semiconductor Manufacturing, ADR | 0.01% | 7,200 | $2,010,888 | | No Change | $279.29 | 13F |
| LRCX | Lam Research Corp. | 0.00858% | 12,280 | $1,644,292 | | No Change | $133.9 | 13F |
| IVE | iShares S&P 500 Value Index Fund | 0.00713% | 6,614 | $1,365,857 | -4,364 | -39.75% | $206.51 | 13F |
| CCK | Crown Holdings, Inc. | 0.00432% | 8,570 | $827,776 | | No Change | $96.59 | 13F |
| RH | RH | 0.00238% | 2,240 | $455,078 | | No Change | $203.16 | 13F |
| AAPL | Apple Inc. | | | | -1,265 | Exited | | 13F |
| CPNG | Coupang, Inc., Class A | | | | -5,754,998 | Exited | | 13F |
| XOM | Exxon Mobil Corp. | | | | -2,066 | Exited | | 13F |
