Davis Asset Management, L.P. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Davis Asset Management, L.P. held in its portfolio 30 assets valued at $2,792,151,050 (i.e. $2.79B).
The most valuable assets in the portfolio included: Meta Platforms ($330.05M), Alphabet Inc ($313.80M), and Western Alliance Bancorp ($210.18M).
The chart below shows the top 10 valuable assets, and the table below shows the top 30 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Davis Asset Management, L.P. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Meta Platforms | 500000 | 330045000 | Cl A |
| Alphabet Inc | 1000000 | 313800000 | Class C |
| Western Alliance Bancorp | 2500000 | 210175000 | COM |
| Chubb Limited | 450000 | 140454000 | COM |
| Webster Financial Corp | 2000000 | 125880000 | COM |
| AXOS Financial Inc | 1457219 | 125553989 | COM |
| Global Payments Inc. | 1400000 | 108360000 | COM |
| Markel | 50000 | 107482500 | COM |
| Corebridge Financial | 3500000 | 105595000 | COM |
| Visa Inc Com | 300000 | 105213000 | COM |
| Accenture PLC Cl A | 350000 | 93905000 | COM |
| First American Financial Corp | 1500000 | 92160000 | COM |
| Berkshire Hathaway Inc Del Cl A Frmly | 120 | 90576000 | CL A |
| Berkshire Hathaway Inc Del Cl B Frmly | 180000 | 90475200 | CL B |
| M&T Bank | 400000 | 80592000 | COM |
| Alibaba | 500000 | 73290000 | Sponsored ADS |
| Servisfirst Bancshares Inc | 875376 | 62843243 | COM |
| Carlyle Group | 1000000 | 59110000 | COM |
| Five Star Bancorp | 1511500 | 54081470 | COM |
| Arch Capital Group LTD | 550000 | 52756000 | COM |
| Equity Residential | 800000 | 50432000 | SH BEN INT |
| TriCo Bancshares | 1046900 | 49591653 | COM |
| Mastercard Inc | 85000 | 48524800 | COM |
| Ameris Bancorp | 621800 | 46181086 | COM |
| Raymond James Financial Inc | 270000 | 43359300 | COM |
| FB Financial Corp | 619236 | 34553369 | COM |
| Old Second Bancorp | 1745523 | 34037699 | COM |
| US Bancorp Del Com New | 600000 | 32016000 | COM |
| CNB Financial Corp PA | 950000 | 24861500 | COM |
| Timberland Bancorp Inc | 174476 | 6246241 | COM |
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