Davis Asset Management, L.P
$3.5B Assets Reported
83 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BRKA | Berkshire Hathaway Inc Del Cl A Frmly | 475 | $341M | 9.9% |
| META | Meta Platforms | 515,000 | $295M | 8.5% |
| GOOG | Alphabet Inc | 1,000,000 | $287M | 8.3% |
| WAL | Western Alliance Bancorp | 3,083,000 | $218M | 6.3% |
| CB | Chubb Limited | 494,556 | $161M | 4.7% |
| BRKB | Berkshire Hathaway Inc Del Cl B Frmly | 315,643 | $151M | 4.4% |
| CRBG | Corebridge Financial | 5,804,000 | $138M | 4.0% |
| JPM | JPMorgan Chase & Co | 468,786 | $138M | 4.0% |
| MKL | Markel | 70,631 | $135M | 3.9% |
| AX | AXOS Financial Inc | 1,535,219 | $124M | 3.6% |
Track Davis Asset Management, L.P's 13F portfolio: $3.5B in reported holdings, 83 positions. Top holdings, AUM, and quarterly changes on SentiSense.