Davis Asset Management, L.P.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Meta Platforms Inc | $330.05M | 11.8% |
| Alphabet Inc. | $313.80M | 11.2% |
| Western Alliance Bancorp | $210.18M | 7.5% |
| Chubb Ltd | $140.45M | 5.0% |
| WEBSTER FINANCIAL CORP | $125.88M | 4.5% |
| Axos Financial Inc | $125.55M | 4.5% |
| Global Payments Inc | $108.36M | 3.9% |
| Markel Group Inc | $107.48M | 3.8% |
| Corebridge Financial, Inc. | $105.59M | 3.8% |
| Visa Inc | $105.21M | 3.8% |
| Accenture plc | $93.91M | 3.4% |
| First American Financial Corp | $92.16M | 3.3% |
| Berkshire Hathaway Inc Del Cl A Frmly | $90.58M | 3.2% |
| Warren E. Buffett | $90.48M | 3.2% |
| M&T BANK CORP | $80.59M | 2.9% |
| Alibaba Group Holding LtdBABA | $73.29M | 2.6% |
| ServisFirst Bancshares, Inc. | $62.84M | 2.3% |
| Carlyle Group Inc. | $59.11M | 2.1% |
| FIVE STAR BANCORPFSBC | $54.08M | 1.9% |
| ARCH CAPITAL GROUP LTD. | $52.76M | 1.9% |
| EQUITY RESIDENTIAL | $50.43M | 1.8% |
| TRICO BANCSHARES | $49.59M | 1.8% |
| Mastercard Inc | $48.52M | 1.7% |
| Ameris Bancorp | $46.18M | 1.7% |
| RAYMOND JAMES FINANCIAL INC | $43.36M | 1.6% |
| FB Financial Corp | $34.55M | 1.2% |
| OLD SECOND BANCORP INC | $34.04M | 1.2% |
| US BANCORP \DE | $32.02M | 1.1% |
| CNB FINANCIAL CORP/PA | $24.86M | 0.9% |
| TIMBERLAND BANCORP INC | $6.25M | 0.2% |