Davis Asset Management, L.P. Portfolio Holdings
Davis Asset Management, L.P.
- $2.15 Billion
- Q2 2024
Davis Asset Management, L.P. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.15 Billion distributed in 34 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $252M, Alphabet Inc. with a value of $183M, Western Alliance Bancorporation with a value of $157M, Global Payments Inc with a value of $126M, and Chubb LTD with a value of $115M.
Examining the 13F form we can see an decrease of $27.2M in the current position value, from $2.18B to 2.15B.
Davis Asset Management, L.P. is based out at Sausalito, CA
Below you can find more details about Davis Asset Management, L.P. portfolio as well as his latest detailed transactions.