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 USB 13 stocks	$758,764 31.12% of portfolio	1	4	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$485,360 19.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services STT CRBG CG 3 stocks	$298,095 12.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B ACGL 3 stocks	$214,092 8.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB MKL 2 stocks	$210,646 8.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$156,884 6.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$139,570 5.73% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate EQR 1 stocks	$57,408 2.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$42,395 1.74% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services RJF 1 stocks	$41,939 1.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate JLL 1 stocks	$32,742 1.34% of portfolio	-	1	-	-	0 Calls 0 Puts

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