Davis Asset Management, L.P. - Portfolio overview

Davis Asset Management, L.P. has 83 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Financial Services and Communication Services.

Largest reported holdings by portfolio allocation

1. BRKA - Berkshire Hathaway Inc Del Cl A Frmly, 9.54%
2. META - Meta Platforms, 8.24%
3. GOOG - Alphabet Inc, 8.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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