account_balance
Investment manager · 13F filer · SEC CIK 1945894
Davis Asset Management, L.P.
Reported value$4Bas of Sep 30, 2026
Positions85 0 new, 0 sold out
Top 10 weight59.6%META alone is 9%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
METAMeta Platforms
9.4%
Berkshire Hathaway Inc Del Cl A Frmly
9.0%
GOOGAlphabet Inc
9.0%
WALWestern Alliance Bancorp
6.3%
MKLMarkel
5.2%Added +32%
CRBGCorebridge Financial
4.8%
BRK-BBerkshire Hathaway Inc Del Cl B Frmly
4.4%
CBChubb Limited
4.0%
JPMJPMorgan Chase & Co
4.0%Trimmed −2%
ACNAccenture PLC Cl A
3.5%Added +3%
AXAXOS Financial Inc
3.3%
GPNGlobal Payments Inc.
3.0%
METAMeta Platforms
9.4%
Berkshire Hathaway Inc Del Cl A Frmly
9.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
META Meta Platforms 9.4% Held
Berkshire Hathaway Inc Del Cl A Frmly 9.0% Held
GOOG Alphabet Inc 9.0% HeldWAL Western Alliance Bancorp 6.3% HeldMKL Markel 5.2% Added +32%CRBG Corebridge Financial 4.8% HeldBRK-B Berkshire Hathaway Inc Del Cl B Frmly 4.4% HeldCB Chubb Limited 4.0% HeldJPM JPMorgan Chase & Co 4.0% Trimmed −2%ACN Accenture PLC Cl A 3.5% Added +3%AX AXOS Financial Inc 3.3% HeldGPN Global Payments Inc. 3.0% HeldWhat changed