13F-HR/A 1 a13f033106x.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F-HR/A FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2006 Check here if Amendment [X]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: DAVIS SELECTED ADVISERS, LP Address: 2949 East Elvira Road, Suite 101 Tucson, Arizona 85706 13F File Number: 28-04121 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: Anthony Frazia,JD, CRCP Title: Co-Chief Compliance Officer/Director of Institutional, Operations,Compliance and Risk Management Phone: (212) 891-5508 Signature, Place, and Date of Signing: Anthony Frazia New York, New York May 12, 2006 Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: none I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Mangers: 0 Form 13F Information Table Entry Total: 196 Form 13F Information Table Value Total: $72,900,422,000 List of Other Included Managers: None Form 13F Information Table Value Shares SH/PUT/Invstmt Other Voting Authority Name of Issuer Title of Class CUSIP (X$1000) Prn Amt PRNCALLDscretn Managers Sole Shared None ------------------------------- ---------------- --------- -------- -------- -------------- -------- ------- -------- ----- 21st Century Insurance Group Common Stock 90130N103 289 18300SH SOLE 18300 0 0 99 Cent Only Stores Common Stock 65440K106 17255 1272529SH SOLE 1272529 0 0 A.G. Edwards Inc Common Stock 281760108 288 5785SH SOLE 5785 0 0 Advance Auto Parts Inc. Common Stock 00751Y106 36221 869850SH SOLE 869850 0 0 AES Trust III,6.75%,10/15/29 Preferred Stock 00808N202 8721 186910SH SOLE 186910 0 0 AFLAC, Inc. Common Stock 001055102 13907 308161SH SOLE 308161 0 0 Agilent Technologies, Inc. Common Stock 00846U101 29196 777519SH SOLE 777519 0 0 Alexander & Baldwin, Inc. Common Stock 014482103 30488 639435SH SOLE 639435 0 0 Alexandria Real Estate Equ. Common Stock 015271109 85487 896750SH SOLE 896750 0 0 Alleghany Corp Common Stock 017175100 1237 4272SH SOLE 4272 0 0 Allstate Corp Common Stock 020002101 1013 19436SH SOLE 19436 0 0 Alltel Corp Common Stock 020039103 532 8215SH SOLE 8215 0 0 Altria Group Incorporated Common Stock 02209S103 3601120 50820208SH SOLE 50820208 0 0 Amazon.Com, Inc. Common Stock 023135106 508 13900SH SOLE 13900 0 0 AMB Property Corp. Common Stock 00163T109 42477 782705SH SOLE 782705 0 0 Ambac Financial Group Inc Common Stock 023139108 25342 318364SH SOLE 318364 0 0 America Movil S.A. ADR 02364W105 545 15900SH SOLE 15900 0 0 American Campus Com Common Stock 024835100 41631 1606765SH SOLE 1606765 0 0 American Express Co. Common Stock 025816109 3972078 75586634SH SOLE 75586634 0 0 American International Group Common Stock 026874107 3516782 53212011SH SOLE 53212011 0 0 American Standard Com Common Stock 029712106 23767 554531SH SOLE 554531 0 0 Ameriprise Financial, Inc. Common Stock 03076C106 967684 21475461SH SOLE 21475461 0 0 Aon Corp. Common Stock 037389103 697509 16803390SH SOLE 16803390 0 0 Apollo Group Inc-CL A Common Stock 037604105 38167 726843SH SOLE 726843 0 0 Autoliv, Inc. Common Stock 052800109 27050 478085SH SOLE 478085 0 0 Autonation Incorporated Common Stock 05329W102 52119 2418502SH SOLE 2418502 0 0 Autozone Incorporated Common Stock 053332102 6271 62900SH SOLE 62900 0 0 Avon Products, Inc. Common Stock 054303102 633306 20025730SH SOLE 20025730 0 0 Axis Capital Holdings Limited Common Stock G0692U109 3938 131714SH SOLE 131714 0 0 Bank of America Corp. Common Stock 060505104 1571 34502SH SOLE 34502 0 0 Berkshire Hathaway Inc., A Common Stock 084670108 1918221 21231SH SOLE 21231 0 0 Berkshire Hathaway Inc., B Common Stock 084670207 594158 197264SH SOLE 197264 0 0 H & R Block, Inc Common Stock 093671105 831119 38388886SH SOLE 38388886 0 0 Blount International, Inc. Common Stock 095180105 8753 543339SH SOLE 543339 0 0 Boston Properties, Inc. Common Stock 101121101 58557 627959SH SOLE 627959 0 0 BP Amoco PLC - ADR ADR 055622104 1172 17000SH SOLE 17000 0 0 Brown & Brown, Inc. Common Stock 115236101 37492 1129279SH SOLE 1129279 0 0 Capital One Financial Corp. Common Stock 14040H105 2464 30600SH SOLE 30600 0 0 Cardinal Health Inc Common Stock 14149Y108 839359 11263545SH SOLE 11263545 0 0 Caremark RX, Inc. Common Stock 141705103 753199 15315154SH SOLE 15315154 0 0 China Life Insurance, Co. ADR 16939P106 14110 276400SH SOLE 276400 0 0 Chubb Corp. Common Stock 171232101 239170 2505972SH SOLE 2505972 0 0 Chunghwa Telecom Co., Ltd. ADR 17133Q205 196 10000SH SOLE 10000 0 0 Cincinnati Financial Corp. Common Stock 172062101 5819 138317SH SOLE 138317 0 0 Cisco Systems, Inc. Common Stock 17275R102 1044 48200SH SOLE 48200 0 0 Citigroup Inc. Common Stock 172967101 1769962 37475380SH SOLE 37475380 0 0 CNA Financial Corporation Common Stock 126117100 422 13268SH SOLE 13268 0 0 Coca Cola Co Common Stock 191216100 87527 2090447SH SOLE 2090447 0 0 Columbia Equity Trust, Inc. Common Stock 197627102 20809 1183660SH SOLE 1183660 0 0 Comcast Corp - Class A Common Stock 20030N200 1595552 61085466SH SOLE 61085466 0 0 Commerce Bancorp, Inc. Common Stock 200519106 450521 12292527SH SOLE 12292527 0 0 Companhia Vale do Rio Doce ADR 204412100 839 19400SH SOLE 19400 0 0 ConocoPhillips Common Stock 20825C104 2678938 42270617SH SOLE 42270617 0 0 Continental Airlines Fin Trust Preferred Stock 210796306 5464 161300SH SOLE 161300 0 0 Convera Corp - Private Place Common Stock 211919105 10213 1333333SH SOLE 1333333 0 0 Corporate Office Prop Trust Common Stock 22002T108 92220 2016182SH SOLE 2016182 0 0 Costco Wholesale Corp. Common Stock 22160K105 3059894 56497302SH SOLE 56497302 0 0 Cousins Properties, Inc. Common Stock 222795106 54830 1640129SH SOLE 1640129 0 0 Covad Communications Group Common Stock 222814204 12333 6390158SH SOLE 6390158 0 0 D & B Corp Common Stock 26483E100 740988 9663386SH SOLE 9663386 0 0 Dell Inc. Common Stock 24702R101 619259 20808419SH SOLE 20808419 0 0 Developers Diversified Common Stock 251591103 77958 1423893SH SOLE 1423893 0 0 Devon Energy Corp. Common Stock 25179M103 1756472 28714605SH SOLE 28714605 0 0 Diageo PLC, - ADR ADR 25243Q205 332384 5240165SH SOLE 5240165 0 0 Duke Realty Corp Common Stock 264411505 76580 2017927SH SOLE 2017927 0 0 ETRADE Financial Corp Common Stock 269246104 49586 1837891SH SOLE 1837891 0 0 Echostar Communications Common Stock 278762109 26267 879363SH SOLE 879363 0 0 EOG Resources, Inc. Common Stock 26875P101 1724894 23956858SH SOLE 23956858 0 0 Equity Residential - COM Common Stock 29476L107 50233 1073594SH SOLE 1073594 0 0 Equity Residential - Series C Preferred Stock 29476L503 394 15500SH SOLE 15500 0 0 Equity Residential - Series D Preferred Stock 29476L800 1215 46400SH SOLE 46400 0 0 Equity Residential - Series E Preferred Stock 29476L883 3223 63200SH SOLE 63200 0 0 Everest Re Group, Ltd. Common Stock G3223R108 104968 1124215SH SOLE 1124215 0 0 Expedia Inc Common Stock 30212P105 103263 5094392SH SOLE 5094392 0 0 Fifth Third Bancorp. Common Stock 316773100 504014 12805246SH SOLE 12805246 0 0 First Industrial Realty Trust Common Stock 32054K103 28111 658500SH SOLE 658500 0 0 The First Marblehead Corp. Common Stock 320771108 65903 1523774SH SOLE 1523774 0 0 Fiserv, Inc. Common Stock 337738108 21813 512641SH SOLE 512641 0 0 Fisher Scientific International Common Stock 338032204 15203 223403SH SOLE 223403 0 0 Florida East Coast Industries Common Stock 340632108 8422 156255SH SOLE 156255 0 0 Florida Rock Industries Common Stock 341140101 12877 229055SH SOLE 229055 0 0 Forest City Enterprises - A Common Stock 345550107 67173 1424672SH SOLE 1424672 0 0 FPIC Insurance Group, Inc. Common Stock 302563101 20019 529616SH SOLE 529616 0 0 Franklin Electric Co., Inc. Common Stock 353514102 18593 340215SH SOLE 340215 0 0 Gannett Co., Inc. Common Stock 364730101 168687 2815210SH SOLE 2815210 0 0 Garmin Ltd. Common Stock G37260109 48015 604489SH SOLE 604489 0 0 General Electric Co Common Stock 369604103 17147 493000SH SOLE 493000 0 0 General Growth Properties Common Stock 370021107 756301 15475763SH SOLE 15475763 0 0 Golden West Financial Corp. Common Stock 381317106 2640033 38881190SH SOLE 38881190 0 0 Goldman Sachs Group Inc. Common Stock 38141G104 17234 109800SH SOLE 109800 0 0 Gramercy Capital Corp. Common Stock 384871109 24027 963765SH SOLE 963765 0 0 Harley-Davidson, Inc. Common Stock 412822108 1176777 22712645SH SOLE 22712645 0 0 HCA Inc. Common Stock 404119109 1002293 21888912SH SOLE 21888912 0 0 The Hershey Company Common Stock 427866108 555108 10628148SH SOLE 10628148 0 0 Hewlett Packard Co. Common Stock 428236103 374030 11368700SH SOLE 11368700 0 0 Highwoods Properties Inc Common Stock 431284108 43660 1294400SH SOLE 1294400 0 0 Home Depot Inc Common Stock 437076102 816 19300SH SOLE 19300 0 0 HSBC Holdings PLC ADR 404280406 445583 5318489SH SOLE 5318489 0 0 IAC/InterActiveCorp Common Stock 44919P300 121533 4123945SH SOLE 4123945 0 0 ICICI Bank Limited ADR 45104G104 2768 100000SH SOLE 100000 0 0 IDEXX Laboratories, Inc. Common Stock 45168D104 33129 383610SH SOLE 383610 0 0 Ing Groep N.V ADR 456837103 1024 25990SH SOLE 25990 0 0 IBM Common Stock 459200101 2270 27528SH SOLE 27528 0 0 International Rectifier Corp. Common Stock 460254105 5456 131700SH SOLE 131700 0 0 Iron Mountain Inc. Common Stock 462846106 1083528 26596162SH SOLE 26596162 0 0 JC Penney (Holding Co) Inc. Common Stock 708160106 8479 140350SH SOLE 140350 0 0 Johnson & Johnson Common Stock 478160104 53716 907051SH SOLE 907051 0 0 JPMorgan Chase & Co. Common Stock 46625H100 2956980 71012971SH SOLE 71012971 0 0 Kilroy Realty Corp. Common Stock 49427F108 48372 626100SH SOLE 626100 0 0 Kimco Realty Corp. Common Stock 49446R109 80534 1981640SH SOLE 1981640 0 0 Koninklijke Philips Electronics ADR 500472303 518 15400SH SOLE 15400 0 0 Legg Mason, Inc. Common Stock 524901105 15132 120736SH SOLE 120736 0 0 Lexmark International, Inc. Common Stock 529771107 378874 8344028SH SOLE 8344028 0 0 Liberty Global, Inc. -Class C Common Stock 530555309 213 10800SH SOLE 10800 0 0 Liberty Media Corp-A Common Stock 530718105 298301 36333900SH SOLE 36333900 0 0 Liberty Property Trust Common Stock 531172104 24867 527300SH SOLE 527300 0 0 Lincare Holdings Inc. Common Stock 532791100 14774 379199SH SOLE 379199 0 0 Lloyds TSB Group PLC ADR 539439109 206953 5376793SH SOLE 5376793 0 0 Loews Corp. Common Stock 540424108 1561279 15427657SH SOLE 15427657 0 0 Lowes Cos Inc. Common Stock 548661107 748 11600SH SOLE 11600 0 0 Macerich Co Common Stock 554382101 74320 1005000SH SOLE 1005000 0 0 MACERICH CO COM Common Stock 554382101 2453 33170SH SOLE 33170 0 0 Maguire Properties, Inc. Common Stock 559775101 7395 202600SH SOLE 202600 0 0 Markel Corp. Common Stock 570535104 86507 256181SH SOLE 256181 0 0 Marsh & McLennan Cos Common Stock 571748102 660120 22483638SH SOLE 22483638 0 0 Martin Marietta Materials, Inc. Common Stock 573284106 689509 6442200SH SOLE 6442200 0 0 Masco Corp. Common Stock 574599106 4107 126400SH SOLE 126400 0 0 Mellon Financial Corp. Common Stock 58551A108 762 21400SH SOLE 21400 0 0 Mercury General Corp. Common Stock 589400100 1976 36000SH SOLE 36000 0 0 Merrill Lynch & Co Inc Common Stock 590188108 138105 1753489SH SOLE 1753489 0 0 Microsoft Corp Common Stock 594918104 1541426 56649257SH SOLE 56649257 0 0 Mohawk Industries Inc. Common Stock 608190104 13881 171969SH SOLE 171969 0 0 Molex Inc., Class A Common Stock 608554200 45245 1522386SH SOLE 1522386 0 0 Monsanto Co. Common Stock 61166W101 848 10000SH SOLE 10000 0 0 Moody's Corp. Common Stock 615369105 1350501 18898702SH SOLE 18898702 0 0 Morgan Stanley Common Stock 617446448 405242 6450849SH SOLE 6450849 0 0 Netflix Inc Common Stock 64110L106 37401 1290147SH SOLE 1290147 0 0 News Corp., Class A shares Common Stock 65248E104 531023 31970100SH SOLE 31970100 0 0 News Corp., Class B Shares Common Stock 65248E203 2019 115000SH SOLE 115000 0 0 Nokia Oyj Corp ADR 654902204 168775 8145500SH SOLE 8145500 0 0 NTL Inc. Common Stock 62941W101 345460 11867405SH SOLE 11867405 0 0 Occidental Petroleum Corp Common Stock 674599105 1464964 15811808SH SOLE 15811808 0 0 Office Depot Inc. Common Stock 676220106 37305 1001739SH SOLE 1001739 0 0 Old Republic International Inc. Common Stock 680223104 47931 2196648SH SOLE 2196648 0 0 Pan Pacific Retail Properties Common Stock 69806L104 59580 840345SH SOLE 840345 0 0 Pennsylvania Real Estate Common Stock 709102107 10601 240940SH SOLE 240940 0 0 Pitney Bowes Inc. Common Stock 724479100 55011 1281400SH SOLE 1281400 0 0 Principal Financial Group, Inc. Common Stock 74251V102 208708 4276800SH SOLE 4276800 0 0 Progressive Corp. Common Stock 743315103 2080906 19960436SH SOLE 19960436 0 0 ProLogis Common Stock 743410102 89947 1681260SH SOLE 1681260 0 0 Quanta Services, Inc. Common Stock 74762E102 4913 306700SH SOLE 306700 0 0 Reckson Associates Common Stock 75621K106 55309 1207100SH SOLE 1207100 0 0 Regency Centers Corporation Common Stock 758849103 58477 870324SH SOLE 870324 0 0 Robbins & Myers, Inc. Common Stock 770196103 20608 954076SH SOLE 954076 0 0 Safeco Corp. Common Stock 786429100 1510 30080SH SOLE 30080 0 0 SAP AG ADR 803054204 5595 103000SH SOLE 103000 0 0 Schlumberger Ltd Common Stock 806857108 759 6000SH SOLE 6000 0 0 Sealed Air Corp. Common Stock 81211K100 1675955 28960682SH SOLE 28960682 0 0 Sears Holdings Corp Common Stock 812350106 17601 133510SH SOLE 133510 0 0 Sempra Energy Common Stock 816851109 32399 697360SH SOLE 697360 0 0 ServiceMaster Co. Common Stock 81760N109 30848 2351222SH SOLE 2351222 0 0 Sigma-Aldrich Corp. Common Stock 826552101 25389 385916SH SOLE 385916 0 0 Simon Property Group Inc Common Stock 828806109 48165 572443SH SOLE 572443 0 0 SK Telecom Co ADR 78440P108 340562 14436700SH SOLE 14436700 0 0 SL Green Realty Corp Common Stock 78440X101 153029 1507678SH SOLE 1507678 0 0 Spirit Finance Corp. Common Stock 848568309 60369 4948240SH SOLE 4948240 0 0 Sprint Nextel Corp. Common Stock 852061100 642772 24875071SH SOLE 24875071 0 0 The St Joe Company Common Stock 790148100 28235 449320SH SOLE 449320 0 0 State Street Corp. Common Stock 857477103 181109 2997000SH SOLE 2997000 0 0 Sun Life Financial Inc. Common Stock 866796105 106872 2511100SH SOLE 2511100 0 0 Suntrust Banks Inc. Common Stock 867914103 1091 15001SH SOLE 15001 0 0 T. Rowe Price Group, Inc. Common Stock 74144T108 7665 98000SH SOLE 98000 0 0 TCF Financial Corp Common Stock 872275102 3420 132800SH SOLE 132800 0 0 Tenaris S.A ADR 88031M109 10524 58252SH SOLE 58252 0 0 Tiffany & Co. Common Stock 886547108 3754 100000SH SOLE 100000 0 0 Time Warner Inc. Common Stock 887317105 65282 3888119SH SOLE 3888119 0 0 Torchmark Corp. Common Stock 891027104 3558 62318SH SOLE 62318 0 0 Transatlantic Holdings, Inc. Common Stock 893521104 889798 15223232SH SOLE 15223232 0 0 Transocean Inc. Common Stock G90078109 623028 7758753SH SOLE 7758753 0 0 Travelers PPTY, Pfd, 4.5% Preferred Stock 89420G307 3297 137420SH SOLE 137420 0 0 Tyco International Ltd. Common Stock 902124106 3123174 116189507SH SOLE 116189507 0 0 Unilever NV - NY Shares ADR 904784709 208 3000SH SOLE 3000 0 0 United Dominion Realty Trust Common Stock 910197102 68179 2388883SH SOLE 2388883 0 0 United Parcel Service, Inc. Common Stock 911312106 372554 4693300SH SOLE 4693300 0 0 United Rentals Trust I, 6.50% Preferred Stock 91136H306 7835 166700SH SOLE 166700 0 0 Ventas, Inc. Common Stock 92276F100 66844 2014580SH SOLE 2014580 0 0 Vornado Realty Trust Common Stock 929042109 65998 687475SH SOLE 687475 0 0 Vornado Realty Trust, Pfd, Preferred Stock 929042703 4340 175000SH SOLE 175000 0 0 Vulcan Materials Corp. Common Stock 929160109 710218 8196401SH SOLE 8196401 0 0 W.R. Berkley Corp. Common Stock 084423102 5444 93766SH SOLE 93766 0 0 Waddell & Reed Financial - A Common Stock 930059100 802 34707SH SOLE 34707 0 0 Wal-Mart Stores, Inc. Common Stock 931142103 1508312 31928700SH SOLE 31928700 0 0 Waste Connections Inc. Common Stock 941053100 4698 118000SH SOLE 118000 0 0 Wells Fargo & Co. Common Stock 949746101 2009671 31465025SH SOLE 31465025 0 0 White Mountains Insurance Common Stock G9618E107 1784 3000SH SOLE 3000 0 0 WPP Group PLC ADR 929309409 52511 875044SH SOLE 875044 0 0 Zimmer Holdings, Inc. Common Stock 98956P102 14098 208549SH SOLE 208549 0 0