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	$843,694 30.03% of portfolio	3	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$610,740 21.74% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services STT CRBG CG 3 stocks	$314,086 11.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B ACGL 3 stocks	$230,898 8.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB MKL 2 stocks	$222,580 7.92% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$150,762 5.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$116,312 4.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$89,365 3.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FAF 1 stocks	$70,664 2.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$61,650 2.19% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate EQR 1 stocks	$51,784 1.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services RJF 1 stocks	$46,602 1.66% of portfolio	-	-	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Davis Asset Management, L.P., based on Form 13F filings with the SEC.

Stay updated on Davis Asset Management, L.P. with notifications on news.