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 SFBS MTB FSBC TCBK USB 14 stocks	$770,679 31.66% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$453,400 18.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services STT CRBG CG 3 stocks	$258,258 10.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A ACGL 3 stocks	$236,435 9.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB MKL 2 stocks	$208,119 8.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$143,388 5.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$124,458 5.11% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate EQR 1 stocks	$74,460 3.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services RJF GS 2 stocks	$71,398 2.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$53,070 2.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate JLL 1 stocks	$40,506 1.66% of portfolio	-	-	-	-	0 Calls 0 Puts

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