Davis Asset Management, L.P.

data from 30/09/2025

Capitalization

$ 2.809 B 9.37 %

Average holding period

11 ans

Performance

$ 1.256 B 61.57 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Davis Asset Management, L.P.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 META Meta Platforms Inc 13.07% 367.190 M $ 500000 2022/09/30 -1.855 M $ -0.50 %
2025/09/30 GOOG Alphabet Inc 8.67% 243.550 M $ 1000000 2022/09/30 66.160 M $ 37.30 %
2025/09/30 WAL Western Alliance Bancorp 7.72% 216.800 M $ 2500000 2022/09/30 21.850 M $ 11.21 %
2025/09/30 STT State Str Corp 4.96% 139.212 M $ 1200000 2022/09/30 11.604 M $ 9.09 %
2025/09/30 CB Chubb Limited 4.52% 127.013 M $ 450000 2022/09/30 -3.362 M $ -2.58 %
2025/09/30 AX AXOS Financial Inc 4.39% 123.354 M $ 1457219 2022/09/30 12.547 M $ 11.32 %
2025/09/30 WBS Webster Finl Corp 4.23% 118.880 M $ 2000000 2022/09/30 9.680 M $ 8.86 %
2025/09/30 GPN Global Pmts Inc. 4.14% 116.312 M $ 1400000 2022/09/30 4.256 M $ 3.80 %
2025/09/30 CRBG Corebridge Finl Inc 3.99% 112.175 M $ 3500000 2023/12/31 -12.075 M $ -9.72 %
2025/09/30 V Visa Inc 3.65% 102.414 M $ 300000 2022/09/30 -4.101 M $ -3.85 %
2025/09/30 MKL Markel Group Inc 3.40% 95.568 M $ 50000 2022/09/30 -4.300 M $ -4.31 %
2025/09/30 BRK-A Berkshire Hathaway Inc Del 3.22% 90.504 M $ 120 2022/09/30 3.048 M $ 3.49 %
2025/09/30 BRK-B Berkshire Hathaway Inc Del 3.22% 90.493 M $ 180000 2022/09/30 3.055 M $ 3.49 %
2025/09/30 BABA Alibaba Group Hdlg Ltd 3.18% 89.365 M $ 500000 2022/09/30 32.660 M $ 57.60 %
2025/09/30 FAF First Amern Finl Corp 2.52% 70.664 M $ 1100000 2025/06/30 821.820 K $ 4.64 %
2025/09/30 MTB M & T Bk Corp 2.29% 64.227 M $ 325000 2023/03/31 1.180 M $ 1.87 %
2025/09/30 CG Carlyle Group Inc. 2.23% 62.700 M $ 1000000 2022/09/30 16.950 M $ 21.98 %
2025/09/30 ACN Accenture PLC Ireland 2.19% 61.650 M $ 250000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SFBS Servisfirst Bancshares Inc 2.19% 61.490 M $ 763562 2022/09/30 2.306 M $ 3.90 %
2025/09/30 EQR Equity Residential 1.84% 51.784 M $ 800000 2023/12/31 -2.208 M $ -4.09 %
2025/09/30 ACGL Arch Cap Group LTD 1.78% 49.902 M $ 550000 2022/09/30 -175.999 K $ -0.35 %
2025/09/30 FSBC Five Star Bancorp 1.73% 48.670 M $ 1511500 2022/09/30 5.532 M $ 12.82 %
2025/09/30 MA Mastercard Incorporated 1.72% 48.349 M $ 85000 2022/09/30 583.949 K $ 1.22 %
2025/09/30 RJF Raymond James Finl Inc 1.66% 46.602 M $ 270000 2022/09/30 5.192 M $ 12.54 %
2025/09/30 TCBK TriCo Bancshares 1.66% 46.493 M $ 1046900 2022/09/30 4.104 M $ 9.68 %
2025/09/30 ABCB Ameris Bancorp 1.62% 45.584 M $ 621800 2022/12/31 5.354 M $ 13.31 %
2025/09/30 FBK FB Finl Corp 1.23% 34.516 M $ 619236 2025/09/30 0.000 $ 0.00 %
2025/09/30 USB US Bancorp Del 1.03% 28.998 M $ 600000 2022/09/30 1.848 M $ 6.81 %
2025/09/30 OSBC Old Second Bancorp Inc Ill 0.92% 25.928 M $ 1500000 2024/06/30 -623.025 K $ -2.54 %
2025/09/30 CCNE CNB Finl Corp PA 0.82% 22.990 M $ 950000 2022/09/30 1.198 M $ 5.86 %
2025/09/30 TSBK Timberland Bancorp Inc 0.21% 5.807 M $ 174476 2022/09/30 362.910 K $ 6.67 %
2025/09/30 SSBK Southern States Bancshares 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %
2025/09/30 JLL Jones Lange Lasalle Inc. 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %