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Davis Asset Management, L.P.

Q1 2026 13F Holdings

  • Location
    sausalito, CA
  • Num holdings

    85

  • Value ($000)

    $3,455,877

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001945894
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.A

Berkshire Hathaway Inc Del Cl A Frmly

CL A
084670108
$341.12M
10 %

475

M
META

Meta Platforms

CL A
30303M102
$294.65M
9 %

515,000

G
GOOG

Alphabet Inc

CLASS C
02079K107
$286.86M
8 %

1,000,000

W
WEA

Western Alliance Bancorp

COM
957638109
$218.43M
6 %

3,083,000

C
CB

Chubb Limited

COM
H1467J104
$161.19M
5 %

494,556

B
BRK.B

Berkshire Hathaway Inc Del Cl B Frmly

CL B
084670702
$151.26M
4 %

315,643

C
CRBG

Corebridge Financial

COM
21871X109
$138.48M
4 %

5,804,000

J
JPM

JPMorgan Chase & Co

COM
46625H100
$137.9M
4 %

468,786

M
MKL

Markel

COM
570535104
$135.19M
4 %

70,631

B
BB4

AXOS Financial Inc

COM
05465C100
$123.99M
4 %

1,535,219

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