Davis Asset Management, L.P. Portfolio Holdings by Sector

Davis Asset Management, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Regional \| Financial Services WAL AX WBS MTB SFBS FSBC TCBK ABCB 13 stocks	$768,684 29.93% of portfolio	4	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$546,435 21.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services STT CRBG CG 3 stocks	$328,958 12.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB MKL 2 stocks	$230,242 8.96% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B ACGL 3 stocks	$224,971 8.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$154,279 6.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$112,056 4.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$56,705 2.21% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate EQR 1 stocks	$53,991 2.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services RJF 1 stocks	$41,409 1.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate JLL 1 stocks	$33,084 1.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FAF 1 stocks	$17,702 0.69% of portfolio	1	-	1	-	0 Calls 0 Puts

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