account_balance
Investment manager · 13F filer · SEC CIK 1945894
Davis Asset Management, L.P.
Reported value$3.95Bas of Jun 30, 2026
Positions85 3 new, 3 sold out
Top 10 weight58.3%GOOG alone is 9%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc
9.4%Added +5%
Berkshire Hathaway Inc Del Cl A Frmly
9.2%Added +2%
METAMeta Platforms
7.4%
WALWestern Alliance Bancorp
6.9%Added +8%
MKLMarkel
4.6%Added +30%
BRKBBerkshire Hathaway Inc Del Cl B Frmly
4.5%Added +12%
CBChubb Limited
4.3%
CRBGCorebridge Financial
4.2%
JPMJPMorgan Chase & Co
4.1%Added +5%
AXAXOS Financial Inc
3.8%
PGRProgressive Corp
2.8%
VVisa Inc
2.8%
GOOGAlphabet Inc
9.4%Added +5%
Berkshire Hathaway Inc Del Cl A Frmly
9.2%Added +2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc 9.4% Added +5%
Berkshire Hathaway Inc Del Cl A Frmly 9.2% Added +2%
META Meta Platforms 7.4% HeldWAL Western Alliance Bancorp 6.9% Added +8%MKL Markel 4.6% Added +30%BRKB Berkshire Hathaway Inc Del Cl B Frmly 4.5% Added +12%CB Chubb Limited 4.3% HeldCRBG Corebridge Financial 4.2% HeldJPM JPMorgan Chase & Co 4.1% Added +5%AX AXOS Financial Inc 3.8% HeldPGR Progressive Corp 2.8% HeldV Visa Inc 2.8% HeldWhat changed