MondegarAI
Davis Asset Management, L.P.

Q2 2025 · 13F-HR

Davis Asset Management, L.P.holdings as filed

Filed 2025-08-13 · accession 0001104659-25-077016

$2.57B
Reported value
31
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Davis Asset Management, L.P. · Q2 2025

AI · grounded in 13F

Davis Asset Management, L.P. established a new position in Meta Platforms META valued at $369.05M. The fund also initiated new stakes in Western Alliance Bancorp WAL for $194.95M and Alphabet Inc GOOG for $177.39M. Additional new positions include Chubb Limited CB at $130.37M and State Street Corp STT at $127.61M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMeta Platforms$369.0M14.4%500,000CommonSOLE
957638109WALWestern Alliance Bancorp$194.9M7.59%2,500,000CommonSOLE
02079K107GOOGAlphabet Inc$177.4M6.91%1,000,000CommonSOLE
H1467J104CBChubb Limited$130.4M5.08%450,000CommonSOLE
857477103STTState Street Corp$127.6M4.97%1,200,000CommonSOLE
21871X109CRBGCorebridge Financial$124.3M4.84%3,500,000CommonSOLE
37940X102GPNGlobal Payments Inc.$112.1M4.36%1,400,000CommonSOLE
05465C100AXAXOS Financial Inc$110.8M4.31%1,457,219CommonSOLE
947890109WBSWebster Financial Corp$109.2M4.25%2,000,000CommonSOLE
92826C839VVisa Inc Com$106.5M4.15%300,000CommonSOLE
570535104MKLMarkel$99.9M3.89%50,000CommonSOLE
084670108BRK/ABerkshire Hathaway Inc Del Cl A Frmly$87.5M3.40%120CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Del Cl B Frmly$87.4M3.40%180,000CommonSOLE
14316J108CGCarlyle Group$77.1M3.00%1,500,000CommonSOLE
55261F104MTBM&T Bank$63.0M2.45%325,000CommonSOLE
81768T108SFBSServisfirst Bancshares Inc$59.2M2.30%763,562CommonSOLE
01609W102BABAAlibaba$56.7M2.21%500,000CommonSOLE
29476L107EQREquity Residential$54.0M2.10%800,000CommonSOLE
G0450A105ACGLArch Capital Group LTD$50.1M1.95%550,000CommonSOLE
57636Q104MAMastercard Inc$47.8M1.86%85,000CommonSOLE
33830T103FSBCFive Star Bancorp$43.1M1.68%1,511,500CommonSOLE
896095106TCBKTriCo Bancshares$42.4M1.65%1,046,900CommonSOLE
754730109RJFRaymond James Financial Inc$41.4M1.61%270,000CommonSOLE
03076K108ABCBAmeris Bancorp$40.2M1.57%621,800CommonSOLE
48020Q107JLLJones Lange Lasalle Inc.$33.1M1.29%129,346CommonSOLE
843878307SSBKSouthern States Bancshares$28.2M1.10%774,046CommonSOLE
902973304USBUS Bancorp Del Com New$27.1M1.06%600,000CommonSOLE
680277100OSBCOld Second Bancorp$24.6M0.96%1,384,502CommonSOLE
126128107CCNECNB Financial Corp PA$20.4M0.80%894,033CommonSOLE
31847R102FAFFirst American Financial Corp$17.7M0.69%288,358CommonSOLE
887098101TSBKTimberland Bancorp Inc$5.4M0.21%174,476CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.