Davis Asset Management, L.P.

DOSSIER · 13F-HR · Q1 2026

Davis Asset Management, L.P.

$3.5B in tracked AUM across 85 positions as of Q1 2026.

DA

CIK 0001945894 · last filed Mar 31, 2026

Total AUM

$3.5B

as of Q1 2026

Holdings

85

—

positions

Whale Score

63

63

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Davis Asset Management, L.P. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

BRK/A

Berkshire Hathaway Inc Del Cl A Frmly

$341M4759.9%02

META

Meta Platforms

$295M515K8.5%03

GOOG

Alphabet Inc

$287M1.0M8.3%04

WAL

Western Alliance Bancorp

$218M3.1M6.3%05

H1467J104

Chubb Limited

$161M495K4.7%06

BRK/B

Berkshire Hathaway Inc Del Cl B Frmly