Arkolith/Funds/Davis Asset Management, L.P.

Davis Asset Management, L.P.

CIK 1945894
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Davis Asset Management, L.P. holds a focused book of 85 stocks worth $3.9B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Infleqtion Inc. and trimmed Corebridge Financial Inc. Their largest long position is Alphabet Inc-CL C at 9% of the equity book.

Opened
4
bought for the first time
Added to
9
already held, bought more
Trimmed
5
sold some, still holds it
Sold out
3
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
58%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Financials
76%
Information Technology
17%
Industrials
4%
Real Estate
2%
ETF / fund or unclassified
1%
Health Care
0%
Energy
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Davis Asset Management, L.P.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY77 / 80$335.3B
BANK OF AMERICA CORP /DE/77 / 80$213.4B
GOLDMAN SACHS GROUP INC77 / 80$148.1B
Bank of New York Mellon Corp77 / 80$135.3B
ROYAL BANK OF CANADA77 / 80$95.1B
UBS Group AG77 / 80$88.5B
BARCLAYS PLC77 / 80$62.0B
BNP PARIBAS FINANCIAL MARKETS77 / 80$29.3B

Ranked by how many of Davis Asset Management, L.P.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

85 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
Class C
$370.8M1.05M
9.4%
+5.0%
Added · +50K sh
2Berkshire Hathaway Inc Del Cl A Frmly
CL A
$363.9M486
9.2%
+2.3%
Added · +11 sh
3Meta Platforms
Cl A
$291.2M517.0K
7.4%
+0.4%
Added · +2K sh
4Western Alliance Bancorp
COM
$274.2M3.34M
6.9%
+8.2%
Added · +253K sh
5Markel
COM
$179.9M92.1K
4.6%
+30%
Added · +21K sh
6Berkshire Hathaway Inc Del Cl B Frmly
CL B
$177.2M354.2K
4.5%
+12%
Added · +39K sh
7Chubb Limited
COM
$168.5M494.6K
4.3%
Held
8Corebridge Financial
COM
$166.1M5.80M
4.2%
−0.1%
Reduced · −4K sh
9JPMorgan Chase & Co
COM
$161.7M493.9K
4.1%
+5.3%
Added · +25K sh
10AXOS Financial Inc
COM
$149.5M1.54M
3.8%
Held
11Progressive Corp
COM
$110.2M504.5K
2.8%
Held
12Visa Inc
COM
$109.8M320.0K
2.8%
Held
13Global Payments Inc.
COM
$107.8M1.49M
2.7%
Held
14First American Financial Corp
COM
$102.9M1.50M
2.6%
Held
15M&T Bank
COM
$97.6M410.0K
2.5%
Held
16Goldman Sachs Group Inc.
COM
$93.4M92.4K
2.4%
Held
17Accenture PLC Cl A
COM
$92.1M740.0K
2.3%
+37%
Added · +200K sh
18Servisfirst Bancshares Inc
COM
$79.0M910.4K
2.0%
Held
19Five Star Bancorp
COM
$73.6M1.51M
1.9%
Held
20Equity Residential
SH BEN INT
$72.3M1.06M
1.8%
−0.3%
Reduced · −3K sh
21Arch Capital Group LTD
COM
$63.1M650.0K
1.6%
Held
22Alibaba
Sponsored ADS
$58.3M607.6K
1.5%
Held
23Marketaxess Hldgs Inc
COM
$56.7M500.0K
1.4%
+359%
Added · +391K sh
24TriCo Bancshares
COM
$56.4M1.05M
1.4%
Held
25Ameris Bancorp
COM
$56.1M621.8K
1.4%
Held
26Mastercard Inc
COM
$52.4M102.0K
1.3%
Held
27Carlyle Group
COM
$47.6M1.13M
1.2%
Held
28US Bancorp Del Com New
COM
$43.2M715.2K
1.1%
Held
29Old Second Bancorp
COM
$42.0M1.80M
1.1%
Held
30Raymond James Financial Inc
COM
$41.0M270.0K
1.0%
Held
31FB Financial Corp
COM
$34.3M619.2K
0.9%
Held
32CNB Financial Corp PA
COM
$32.0M950.0K
0.8%
Held
33Wells Fargo
COM
$27.9M338.0K
0.7%
Held
34Infleqtion Inc.
COM
$27.8M2.09M
0.7%
New
New position
35American Express Company
COM
$21.3M63.0K
0.5%
Held
36State Street Corp
COM
$12.9M76.0K
0.3%
−34%
Reduced · −40K sh
37Timberland Bancorp Inc
COM
$7.8M174.5K
0.2%
Held
38Applied Materials Inc.
COM
$4.8M6.6K
0.1%
Held
39Exxon Mobil Corp
COM
$3.3M24.2K
0.1%
Held
40Johnson & Johnson
COM
$3.2M12.5K
0.1%
Held
41The Coca Cola Company
COM
$2.0M25.0K
0.1%
Held
42BlackRock Inc.
COM
$2.0M2.1K
0.1%
Held
43MGM Resorts International
COM
$1.5M31.5K
0.0%
Held
44Alphabet Inc
Class A
$1.4M4.0K
0.0%
−16%
Reduced · −750 sh
45Deere & Company
COM
$1.2M1.9K
0.0%
Held
46The Travelers Companies Inc.
COM
$1.2M3.7K
0.0%
Held
47Eli Lily
COM
$764K637
0.0%
Held
48Merck & Co. Inc.
COM
$514K4.0K
0.0%
Held
49Linde PLC
COM
$467K900
0.0%
Held
50Weyerhaeuser Co.
COM
$414K17.3K
0.0%
Held
Showing 50 of 85 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202685$3.9B13F-HR
Q1 2026Mar 31, 2026May 15, 202685$3.5B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202630$2.8B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202531$2.8B13F-HR
Q2 2025Jun 30, 2025Aug 13, 202531$2.6B13F-HR
Q1 2025Mar 31, 2025May 12, 202531$2.4B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202531$2.5B13F-HR
Q3 2024Sep 30, 2024Nov 12, 202433$2.5B13F-HR
Q2 2024Jun 30, 2024Aug 13, 202434$2.2B13F-HR
Q1 2024Mar 31, 2024May 13, 202433$2.3B13F-HR
Q4 2023Dec 31, 2023Feb 15, 202433$2.1B13F-HR/A
Q3 2023Sep 30, 2023Nov 13, 202332$1.7B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202332$1.7B13F-HR
Q1 2023Mar 31, 2023May 11, 202332$1.6B13F-HR
Q4 2022Dec 31, 2022Feb 13, 202331$1.8B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202231$1.7B13F-HR
Amended / restated
  • Q4 2023 · filed Feb 12, 202413F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.