13F-HR/A 1 z13f0605.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2005. 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: 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 August 10, 2005 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: 207 Form 13F Information Table Value Total: $55,700,919,000 List of Other Included Managers: None FORM 13F INFORMATION TABLE Name of Issuer Title CUSIP Value Shares/ SH/PUT/Investmen Other Voting Authority of Class (X$1000)Prn Amt PRNCALLDiscretioManagers Sole Shared None _______________________________________________________________________________ ___________________________ 21st Century Insurance Group Common 90130N103 272 18300SH SOLE 18300 0 0 7 Eleven Inc. New Common 817826209 756 25000SH SOLE 25000 0 0 99 Cent Only Stores Common 65440K106 11362 893951SH SOLE 893951 0 0 A.G. Edwards Inc Common 281760108 261 5785SH SOLE 5785 0 0 Advance Auto Parts Inc. Common 00751Y106 10908 168979SH SOLE 168979 0 0 AES Trust III,6.75%,10/15/29 Preferred 00808N202 8163 169000SH SOLE 169000 0 0 AFLAC, Inc. Common 1055102 10959 253206SH SOLE 253206 0 0 Agilent Technologies, Inc. Common 00846U101 12635 548876SH SOLE 548876 0 0 Alexandria Real Estate EquitieCommon 15271109 44439 605018SH SOLE 605018 0 0 Alleghany Corp Common 17175100 1269 4272SH SOLE 4272 0 0 Allstate Corp Common 20002101 1557 26066SH SOLE 26066 0 0 Alltel Corp Common 20039103 512 8215SH SOLE 8215 0 0 Altria Group Incorporated Common 02209S1033206491 49590024SH SOLE 49590024 0 0 Amazon.Com, Inc. Common 23135106 1747 52800SH SOLE 52800 0 0 American Campus Communities Common 24835100 1588 70000SH SOLE 70000 0 0 American Express Co. Common 25816109 3644930 68475100SH SOLE 68475100 0 0 American International Group ICommon 26874107 2805481 48287117SH SOLE 48287117 0 0 AmeriSourceBergen Corp Common 8718 126079SH SOLE 126079 0 0 Aon Corp. Common 37389103 431012 17212940SH SOLE 17212940 0 0 Archstone-Smith Trust Common 39583109 22042 570742SH SOLE 570742 0 0 Arden Realty Common 39793104 31214 867539SH SOLE 867539 0 0 Autoliv, Inc. Common 52800109 14667 334862SH SOLE 334862 0 0 Autonation Incorporated Common 05329W102 36797 1793246SH SOLE 1793246 0 0 Autozone Incorporated Common 53332102 513251 5551062SH SOLE 5551062 0 0 Avalonbay Communities, Inc. Common 53484101 5656 70000SH SOLE 70000 0 0 Avon Products, Inc. Common 54303102 123399 3260200SH SOLE 3260200 0 0 Axis Capital Holdings Limited Common G0692U109 8341 294739SH SOLE 294739 0 0 Bank of America Corp. Common 60505104 1574 34502SH SOLE 34502 0 0 Berkshire Hathaway Inc., ClassCommon 84670108 1683193 20158SH SOLE 20158 0 0 Berkshire Hathaway Inc., ClassCommon 84670207 544997 195796SH SOLE 195796 0 0 H&R Block, Inc Common 0936711051099583 18844605SH SOLE 18844605 0 0 Boston Properties, Inc. Common 101121101 31321 447447SH SOLE 447447 0 0 BP Amoco PLC - ADR ADR 55622104 1060 17000SH SOLE 17000 0 0 Brandywine Realty Trust Common 105368203 31006 1011624SH SOLE 1011624 0 0 Brown + Brown, Inc. Common 115236101 2061 45868SH SOLE 45868 0 0 Calpine Corporation Common 131347106 24364 7165764SH SOLE 7165764 0 0 Camden Property Trust Common 133131102 21311 396476SH SOLE 396476 0 0 Capital Automotive REIT Common 139733109 51548 1350843SH SOLE 1350843 0 0 Capital One Financial Corp. Common 14040H105 2448 30600SH SOLE 30600 0 0 Cardinal Health Inc Common 14149Y108 648916 11269818SH SOLE 11269818 0 0 Caremark RX, Inc. Common 141705103 46746 1050000SH SOLE 1050000 0 0 CarrAmerica Realty Corp. Common 144418100 43725 1208534SH SOLE 1208534 0 0 Catellus Development Corp. Common 149113102 29150 888712SH SOLE 888712 0 0 Centerpoint Properties Trust Common 151895109 343229 8114165SH SOLE 8114165 0 0 China Life Insurance, Co. ADR 16939P106 7355 269400SH SOLE 269400 0 0 Chubb Corp. Common 171232101 215789 2520603SH SOLE 2520603 0 0 Cincinnati Financial Corp. Common 172062101 53630 1355674SH SOLE 1355674 0 0 Citigroup Inc. Common 1729671011834923 39691184SH SOLE 39691184 0 0 City Investing Co. Liq. Trust Common 177900107 10 5236SH SOLE 5236 0 0 CNA Financial Corporation Common 126117100 377 13268SH SOLE 13268 0 0 Coast Distr System Common 190345108 186 36890SH SOLE 36890 0 0 Columbia Equity Trust, Inc. Common 197627102 6338 412900SH SOLE 412900 0 0 Comcast Corp - Class A Common 20030N101 60 1966SH SOLE 1966 0 0 Comcast Corp - Special Class ACommon 20030N2001763074 58867240SH SOLE 58867240 0 0 Commerce Bancorp, Inc. Common 200519106 96819 3194293SH SOLE 3194293 0 0 ConocoPhillips Common 20825C1041855514 32275427SH SOLE 32275427 0 0 Continental Airlines FinancialPreferred 210796306 3629 161300SH SOLE 161300 0 0 Corporate Data Sciences, Inc. Common 219884103 5 20552SH SOLE 20552 0 0 Corporate Office Properties TrCommon 22002T108 35750 1213937SH SOLE 1213937 0 0 Costco Wholesale Corp. Common 22160K1051913083 42769564SH SOLE 42769564 0 0 Cousins Properties, Inc. Common 222795106 34271 1158590SH SOLE 1158590 0 0 Covad Communications Group, InCommon 222814204 6086 4347146SH SOLE 4347146 0 0 CRT Properties Inc Common 22876P109 10153 371900SH SOLE 371900 0 0 D+B Corp Common 26483E100 610117 9896456SH SOLE 9896456 0 0 Danielson Hldg Corp Common 236274106 4056 333313SH SOLE 333313 0 0 Developers Diversified Common 251591103 53708 1168580SH SOLE 1168580 0 0 Devon Energy Corp. Common 25179M1031463379 28874887SH SOLE 28874887 0 0 Diageo PLC, ADR 25243Q205 320455 5403967SH SOLE 5403967 0 0 Docucorp Inc Common 255911109 109 14740SH SOLE 14740 0 0 Duke Realty Corp Common 264411505 35462 1120088SH SOLE 1120088 0 0 ETRADE Financial Corp Common 269246104 18323 1309722SH SOLE 1309722 0 0 Echostar Communications Corp. Common 278762109 977 32400SH SOLE 32400 0 0 Eli Lilly and Co. Common 532457108 514595 9237023SH SOLE 9237023 0 0 EOG Resources, Inc. Common 26875P1011369866 24117357SH SOLE 24117357 0 0 Equity Residential - COM Common 29476L107 12629 342995SH SOLE 342995 0 0 Equity Residential - Series C Preferred 29476L503 405 15500SH SOLE 15500 0 0 Equity Residential - Series D Preferred 29476L800 1236 46400SH SOLE 46400 0 0 Equity Residential - Series E Preferred 29476L883 2607 63200SH SOLE 63200 0 0 Essex Property Trust, Inc. Common 297178105 40209 484100SH SOLE 484100 0 0 Everest Re Group, Ltd. Common G3223R108 102873 1106163SH SOLE 1106163 0 0 Federal National Mortgage Common 313586109 6665 114135SH SOLE 114135 0 0 Fifth Third Bancorp. Common 316773100 529564 12862871SH SOLE 12862871 0 0 First Industrial Realty Trust,Common 32054K103 10438 261600SH SOLE 261600 0 0 Fisher Scientific InternationaCommon 338032204 9884 152296SH SOLE 152296 0 0 Forest City Enterprises - A Common 345550107 43782 679848SH SOLE 679848 0 0 FPIC Insurance Group, Inc. Common 302563101 14413 491423SH SOLE 491423 0 0 Gannett Co., Inc. Common 364730101 200175 2814210SH SOLE 2814210 0 0 Garmin Ltd. Common G37260109 17293 404504SH SOLE 404504 0 0 General Electric Co Common 369604103 6584 190000SH SOLE 190000 0 0 General Growth Properties Inc.Common 370021107 594401 14465830SH SOLE 14465830 0 0 Golden West Financial Corp. Common 3813171062049441 31725096SH SOLE 31725096 0 0 Goldman Sachs Group Inc. Common 38141G104 9671 94800SH SOLE 94800 0 0 Gramercy Capital Corp. Common 384871109 18719 765820SH SOLE 765820 0 0 Harley-Davidson, Inc. Common 412822108 427053 8609931SH SOLE 8609931 0 0 HCA Inc. Common 404119109 828184 14614145SH SOLE 14614145 0 0 The Hershey Company Common 427866108 659356 10617652SH SOLE 10617652 0 0 Hewlett Packard Co. Common 428236103 266305 11327300SH SOLE 11327300 0 0 Highwoods Properties Inc Common 431284108 11749 394800SH SOLE 394800 0 0 Home Depot Inc Common 437076102 1214 31200SH SOLE 31200 0 0 HSBC Financial Corp. 8.875% 2/Preferred 40429C409 3779 90000SH SOLE 90000 0 0 HSBC Holdings PLC ADR 404280406 436305 5477781SH SOLE 5477781 0 0 Hughes Supply, Inc. Common 444482103 17818 634087SH SOLE 634087 0 0 Huntsman Corporation Common 447011107 9086 448230SH SOLE 448230 0 0 IAC/InterActiveCorp Common 44919P102 198624 8269100SH SOLE 8269100 0 0 IDEXX Laboratories, Inc. Common 45168D104 16194 259805SH SOLE 259805 0 0 IDT Corp., Class B Common 448947309 96 7325SH SOLE 7325 0 0 Ing Groep N.V. ADR 456837103 729 25990SH SOLE 25990 0 0 International Business MachineCommon 459200101 2043 27528SH SOLE 27528 0 0 IPC Hldg Ltd Common G4933P101 517 13040SH SOLE 13040 0 0 Iron Mountain Inc. Common 462846106 809750 26104115SH SOLE 26104115 0 0 ISHARES Tr S&P 500 Bar Common 464287408 554 8892SH SOLE 8892 0 0 iStar Financial Inc. Common 45031U101 12132 291703SH SOLE 291703 0 0 JC Penney (Holding Co) Inc. Common 708160106 7380 140350SH SOLE 140350 0 0 Jefferies Group Inc Common 472319102 4547 120002SH SOLE 120002 0 0 JPMorgan Chase + Co. Common 46625H1002290303 64844375SH SOLE 64844375 0 0 KB Home Common 48666K109 1929 25300SH SOLE 25300 0 0 Keystone Automotive Common 49338N109 237 9600SH SOLE 9600 0 0 Kilroy Realty Corp. Common 49427F108 49613 1044702SH SOLE 1044702 0 0 Kimco Realty Corp. Common 49446R109 37287 632943SH SOLE 632943 0 0 Kinder Morgan Inc. Common 49455P101 1041 12512SH SOLE 12512 0 0 Koninklijke Philips ElectronicADR 500472303 388 15400SH SOLE 15400 0 0 Lear Corp Common 521865105 10377 285251SH SOLE 285251 0 0 Lexmark International, Inc. Common 529771107 700128 10799451SH SOLE 10799451 0 0 Lincare Holdings Inc. Common 532791100 10974 268317SH SOLE 268317 0 0 Lloyds TSB Group PLC ADR 539439109 176447 5181991SH SOLE 5181991 0 0 Loews Corp. Common 5404241081217686 15712083SH SOLE 15712083 0 0 Lowes Corp Carolina Common 540424207 2666 80000SH SOLE 80000 0 0 Lowes Cos Inc. Common 548661107 699 12000SH SOLE 12000 0 0 Lucent Technologies Common 549463107 53 18059SH SOLE 18059 0 0 Macerich Co Common 554382101 14168 211300SH SOLE 211300 0 0 Maguire Properties, Inc. Common 559775101 3208 113200SH SOLE 113200 0 0 Markel Corp. Common 570535104 84568 249462SH SOLE 249462 0 0 Marsh + McLennan Cos Common 571748102 485296 17519706SH SOLE 17519706 0 0 Marshall + Ilsley Corp Common 571834100 3567 80257SH SOLE 80257 0 0 Martin Marietta Materials, IncCommon 573284106 448257 6485200SH SOLE 6485200 0 0 Masco Corp. Common 574599106 2817 88700SH SOLE 88700 0 0 Mellon Financial Corp. Common 58551A108 614 21400SH SOLE 21400 0 0 Mercury General Corp. Common 589400100 1963 36000SH SOLE 36000 0 0 Merrill Lynch + Co Inc Common 590188108 6604 120044SH SOLE 120044 0 0 Microsoft Corp Common 594918104 476699 19190797SH SOLE 19190797 0 0 Mills Corp., The Common 601148109 44889 738430SH SOLE 738430 0 0 Mohawk Industries Inc. Common 608190104 9780 118549SH SOLE 118549 0 0 Molex Inc., Class A Common 608554200 25076 1067954SH SOLE 1067954 0 0 Moody's Corp. Common 615369105 854501 19005810SH SOLE 19005810 0 0 Morgan Stanley Common 617446448 421550 8034117SH SOLE 8034117 0 0 Nokia Oyj Corp ADR 654902204 136395 8196800SH SOLE 8196800 0 0 Novell Inc. Common 670006105 134 21692SH SOLE 21692 0 0 NTL Inc. Common 62940M104 30110 440080SH SOLE 440080 0 0 Occidental Petroleum Corp Common 6745991051216685 15815487SH SOLE 15815487 0 0 Office Depot Inc. Common 676220106 15679 686489SH SOLE 686489 0 0 Old Republic International IncCommon 680223104 748 29592SH SOLE 29592 0 0 Pan Pacific Retail Properties Common 69806L104 37771 569015SH SOLE 569015 0 0 Prentiss Properties Common 740706106 10218 280400SH SOLE 280400 0 0 Principal Financial Group, IncCommon 74251V102 179948 4294700SH SOLE 4294700 0 0 Progressive Corp. Common 7433151031994795 20188194SH SOLE 20188194 0 0 ProLogis Common 743410102 46940 1166495SH SOLE 1166495 0 0 Providian Financial Corp. Common 74406A102 188480 10690888SH SOLE 10690888 0 0 Quanta Services, Inc. Common 7.48E+106 2699 306700SH SOLE 306700 0 0 Reckson Associates Common 75621K106 12491 372300SH SOLE 372300 0 0 Regency Centers Corporation Common 758849103 36555 639071SH SOLE 639071 0 0 RenaissanceRe Holdings Ltd Common 2728429 73 1475SH SOLE 1475 0 0 Reynolds + Reynolds Company Common 761695105 21943 811812SH SOLE 811812 0 0 Robbins + Myers, Inc. Common 770196103 20353 946224SH SOLE 946224 0 0 Safeco Corp. Common 786429100 1635 30080SH SOLE 30080 0 0 SAP AG ADR 803054204 4460 103000SH SOLE 103000 0 0 Schlumberger Ltd Common 806857108 456 6000SH SOLE 6000 0 0 Sealed Air Corp. Common 81211K1001447819 29078513SH SOLE 29078513 0 0 Sears Holdings Corp Common 812350106 28346 189135SH SOLE 189135 0 0 Sempra Energy Common 816851109 19402 469676SH SOLE 469676 0 0 ServiceMaster Co. Common 81760N109 19820 1479089SH SOLE 1479089 0 0 Ship Finance International LtdCommon G81075106 202 10700SH SOLE 10700 0 0 Sigma-Aldrich Corp. Common 826552101 14578 260130SH SOLE 260130 0 0 Simon Property Group Inc Common 828806109 28159 388458SH SOLE 388458 0 0 SK Telecom Co., Ltd. ADR 78440P108 204949 10046525SH SOLE 10046525 0 0 SL Green Realty Corp Common 78440X101 70271 1089468SH SOLE 1089468 0 0 State Street Corp. Common 857477103 145112 3007500SH SOLE 3007500 0 0 Sun Life Financial Inc. Common 866796105 84590 2510100SH SOLE 2510100 0 0 Suntrust Banks Inc. Common 867914103 1084 15001SH SOLE 15001 0 0 T. Rowe Price Group, Inc. Common 74144T108 6135 98000SH SOLE 98000 0 0 TCF Financial Corp Common 872275102 3437 132800SH SOLE 132800 0 0 Telewest Global, Inc. Common 87956T107 133445 5857983SH SOLE 5857983 0 0 Tellabs Inc Common 879664100 261 30044SH SOLE 30044 0 0 Tenaris S.A. ADR 88031M109 344 4400SH SOLE 4400 0 0 TJX Cos Inc A171 Common 872540109 872 35800SH SOLE 35800 0 0 Torchmark Corp. Common 891027104 4002 76674SH SOLE 76674 0 0 Transatlantic Holdings, Inc. Common 893521104 839108 15032538SH SOLE 15032538 0 0 Transocean Inc. Common G90078109 410954 7614482SH SOLE 7614482 0 0 Travelers PPTY, Pfd, 4.5%,4/15Preferred 89420G307 2672 119400SH SOLE 119400 0 0 Tyco International Ltd. Common 9021241062423381 82992511SH SOLE 82992511 0 0 U S Bancorp Common 902973304 379 12993SH SOLE 12993 0 0 Unilever NV - NY Shares ADR 904784709 194 3000SH SOLE 3000 0 0 United Dominion Realty Trust, Common 910197102 39014 1622188SH SOLE 1622188 0 0 United Parcel Service, Inc., CCommon 911312106 402368 5817930SH SOLE 5817930 0 0 United Rentals Trust I, 6.50% Preferred 91136H306 6960 166700SH SOLE 166700 0 0 Ventas, Inc. Common 92276F100 18667 618100SH SOLE 618100 0 0 Vodafone Airtouch PLC ADR 92857W100 64 2645SH SOLE 2645 0 0 Vornado Realty Trust Common 929042109 47706 593354SH SOLE 593354 0 0 Vornado Realty Trust, Pfd, Preferred 929042703 4419 175000SH SOLE 175000 0 0 Vulcan Materials Corp. Common 929160109 539427 8300147SH SOLE 8300147 0 0 W.R. Berkley Corp. Common 84423102 3346 93766SH SOLE 93766 0 0 Waddell + Reed Financial - A Common 930059100 642 34707SH SOLE 34707 0 0 Wal-Mart Stores, Inc. Common 931142103 246480 5113700SH SOLE 5113700 0 0 Waste Connections Inc. Common 941053100 4400 118000SH SOLE 118000 0 0 WCI Communities, Inc. Common 92923C104 14970 467362SH SOLE 467362 0 0 Wells Fargo + Co. Common 9497461011921486 31203092SH SOLE 31203092 0 0 White Mountains Insurance GrouCommon G9618E107 1893 3000SH SOLE 3000 0 0 WPP Group PLC ADR 929309300 40448 792317SH SOLE 792317 0 0