Davis Asset Management, L.P.: 13F holdings
CIK 19458942026Q2
| Positions | 85 |
|---|---|
| Reported value | $3.9bn |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOG Alphabet Inc | 1,049,574 | $370.8m | 9.4% |
| BRK.A Berkshire Hathaway Inc Del Cl A Frmly | 486 | $363.9m | 9.2% |
| META Meta Platforms | 517,000 | $291.2m | 7.4% |
| WAL Western Alliance Bancorp | 3,336,000 | $274.2m | 6.9% |
| MKL Markel | 92,105 | $179.9m | 4.6% |
| BRK-B Berkshire Hathaway Inc Del Cl B Frmly | 354,216 | $177.2m | 4.5% |
| Chubb Limited | 494,556 | $168.5m | 4.3% |
| CRBG Corebridge Financial | 5,800,000 | $166.1m | 4.2% |
| JPM JPMorgan Chase & Co | 493,896 | $161.7m | 4.1% |
| AX AXOS Financial Inc | 1,535,219 | $149.5m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1945894")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.