Holdings
Davis Asset Management, L.P.
As of Jun 30, 2026, Davis Asset Management, L.P. reported 76 positions worth US$3.63B. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Meta Platforms, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 1.08M | US$541M | +54,042 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1.04M | US$372M | +39,393 | Jun 30, 2026 |
| Meta Platforms, Inc. | 517K | US$291M | +2,000 | Jun 30, 2026 |
| Western Alliance Bancorporation | 3.34M | US$274M | +253K | Jun 30, 2026 |
| Markel Group Inc. | 92,105 | US$180M | +21,474 | Jun 30, 2026 |
| Corebridge Financial Inc. | 5.8M | US$166M | −4,000 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 494K | US$162M | +25,110 | Jun 30, 2026 |
| Axos Financial, Inc. | 1.54M | US$150M | no change | Jun 30, 2026 |
| Progressive Corporation (the) | 505K | US$110M | no change | Jun 30, 2026 |
| Visa Inc. | 320K | US$110M | no change | Jun 30, 2026 |