Camden Property Trust

• GC GoodHaven Capital Management 2023 Annual Letter to Shareholders ↗ GoodHaven added materially to Bank of America, Devon, Berkshire Hathaway, Goldman Sachs and Occidental Petroleum warrants, while opening a position in Camden Property Trust after weakness in financials, energy and real estate. It sold Alibaba after concluding its thesis was flawed, and argues that Builders FirstSource, Lennar, KKR and TerraVest retain durable earnings and capital-allocation advantages. fiscal year 2023 BAC $352BBLDR $6.5BBRK.A $1.3T +5
• DR Davis Real Estate Fund Davis Real Estate Fund Annual Review 2026 ↗ Davis Real Estate Fund attributes its benchmark shortfall to exiting Welltower while maintaining a large Alexandria position through a deep life-science downturn. The fund is refining benchmark and valuation analysis while retaining convictions in apartments, select office REITs, industrials, London office properties and cautiously sized data-center holdings. the year ended December 31, 2025 ARE $7.6BWELL $179BBXP $12B +7

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