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 WBS AX SFBS MTB FSBC TCBK SSBK 13 stocks	$708,348 29.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$444,410 18.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services CRBG STT CG 3 stocks	$283,316 11.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A ACGL 3 stocks	$244,575 10.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB MKL 2 stocks	$229,375 9.59% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$151,728 6.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$137,088 5.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$66,114 2.76% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate EQR 1 stocks	$57,264 2.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services RJF 1 stocks	$37,505 1.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate JLL 1 stocks	$32,066 1.34% of portfolio	-	-	-	-	0 Calls 0 Puts

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