Davis Asset Management, L.P.

DOSSIER · 13F-HR · Q2 2026

Davis Asset Management, L.P.

$3.9B in tracked AUM across 85 positions as of Q2 2026.

DA

CIK 0001945894 · last filed Jun 30, 2026

Total AUM

$3.9B

as of Q2 2026

Holdings

85

—

positions

Whale Score

65

65

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Davis Asset Management, L.P. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

GOOG

Alphabet Inc

$371M1.0M9.4%02

BRK/A

Berkshire Hathaway Inc Del Cl A Frmly

$364M4869.2%03

META

Meta Platforms

$291M517K7.4%04

WAL

Western Alliance Bancorp

$274M3.3M6.9%05

MKL

Markel

$180M92K4.6%06

BRK/B

Berkshire Hathaway Inc Del Cl B Frmly