MondegarAI
Davis Asset Management, L.P.

Q3 2025 · 13F-HR

Davis Asset Management, L.P.holdings as filed

Filed 2025-11-14 · accession 0001104659-25-112161

$2.81B
Reported value
31
Positions
2025-09-30
Period end
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The Brief · Davis Asset Management, L.P. · Q3 2025

AI · grounded in 13F

Davis Asset Management, L.P. established a new position in Meta Platforms Inc META valued at $367.19M. The fund also initiated new stakes in Alphabet Inc GOOG for $243.55M and Western Alliance Bancorp WAL for $216.8M. Other new additions include State Str Corp STT and Chubb Limited CB.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMeta Platforms Inc$367.2M13.1%500,000CommonSOLE
02079K107GOOGAlphabet Inc$243.6M8.67%1,000,000CommonSOLE
957638109WALWestern Alliance Bancorp$216.8M7.72%2,500,000CommonSOLE
857477103STTState Str Corp$139.2M4.96%1,200,000CommonSOLE
H1467J104CBChubb Limited$127.0M4.52%450,000CommonSOLE
05465C100AXAXOS Financial Inc$123.4M4.39%1,457,219CommonSOLE
947890109WBSWebster Finl Corp$118.9M4.23%2,000,000CommonSOLE
37940X102GPNGlobal Pmts Inc.$116.3M4.14%1,400,000CommonSOLE
21871X109CRBGCorebridge Finl Inc$112.2M3.99%3,500,000CommonSOLE
92826C839VVisa Inc$102.4M3.65%300,000CommonSOLE
570535104MKLMarkel Group Inc$95.6M3.40%50,000CommonSOLE
084670108BRK/ABerkshire Hathaway Inc Del$90.5M3.22%120CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Del$90.5M3.22%180,000CommonSOLE
01609W102BABAAlibaba Group Hdlg Ltd$89.4M3.18%500,000CommonSOLE
31847R102FAFFirst Amern Finl Corp$70.7M2.52%1,100,000CommonSOLE
55261F104MTBM & T Bk Corp$64.2M2.29%325,000CommonSOLE
14316J108CGCarlyle Group Inc.$62.7M2.23%1,000,000CommonSOLE
G1151C101ACNAccenture PLC Ireland$61.6M2.19%250,000CommonSOLE
81768T108SFBSServisfirst Bancshares Inc$61.5M2.19%763,562CommonSOLE
29476L107EQREquity Residential$51.8M1.84%800,000CommonSOLE
G0450A105ACGLArch Cap Group LTD$49.9M1.78%550,000CommonSOLE
33830T103FSBCFive Star Bancorp$48.7M1.73%1,511,500CommonSOLE
57636Q104MAMastercard Incorporated$48.3M1.72%85,000CommonSOLE
754730109RJFRaymond James Finl Inc$46.6M1.66%270,000CommonSOLE
896095106TCBKTriCo Bancshares$46.5M1.66%1,046,900CommonSOLE
03076K108ABCBAmeris Bancorp$45.6M1.62%621,800CommonSOLE
30257X104FBKFB Finl Corp$34.5M1.23%619,236CommonSOLE
902973304USBUS Bancorp Del$29.0M1.03%600,000CommonSOLE
680277100OSBCOld Second Bancorp Inc Ill$25.9M0.92%1,500,000CommonSOLE
126128107CCNECNB Finl Corp PA$23.0M0.82%950,000CommonSOLE
887098101TSBKTimberland Bancorp Inc$5.8M0.21%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.