MondegarAI
Davis Asset Management, L.P.

Q4 2025 · 13F-HR

Davis Asset Management, L.P.holdings as filed

Filed 2026-02-13 · accession 0001104659-26-014629

$2.79B
Reported value
30
Positions
2025-12-31
Period end
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The Brief · Davis Asset Management, L.P. · Q4 2025

AI · grounded in 13F

Davis Asset Management, L.P. closed its position in State Str Corp STT, reducing its holdings by $139.21M. The fund added five new positions and increased its stake in Accenture PLC Cl A ACN by 40%. Other notable accumulations include First American Financial Corp FAF and M&T Bank MTB, which grew by 36.36% and 23.08% respectively.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMeta Platforms$330.0M11.8%500,000CommonSOLE
02079K107GOOGAlphabet Inc$313.8M11.2%1,000,000CommonSOLE
957638109WALWestern Alliance Bancorp$210.2M7.53%2,500,000CommonSOLE
H1467J104CBChubb Limited$140.5M5.03%450,000CommonSOLE
947890109WBSWebster Financial Corp$125.9M4.51%2,000,000CommonSOLE
05465C100AXAXOS Financial Inc$125.6M4.50%1,457,219CommonSOLE
37940X102GPNGlobal Payments Inc.$108.4M3.88%1,400,000CommonSOLE
570535104MKLMarkel$107.5M3.85%50,000CommonSOLE
21871X109CRBGCorebridge Financial$105.6M3.78%3,500,000CommonSOLE
92826C839VVisa Inc Com$105.2M3.77%300,000CommonSOLE
G1151C101ACNAccenture PLC Cl A$93.9M3.36%350,000CommonSOLE
31847R102FAFFirst American Financial Corp$92.2M3.30%1,500,000CommonSOLE
084670108BRK/ABerkshire Hathaway Inc Del Cl A Frmly$90.6M3.24%120CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Del Cl B Frmly$90.5M3.24%180,000CommonSOLE
55261F104MTBM&T Bank$80.6M2.89%400,000CommonSOLE
01609W102BABAAlibaba$73.3M2.62%500,000CommonSOLE
81768T108SFBSServisfirst Bancshares Inc$62.8M2.25%875,376CommonSOLE
14316J108CGCarlyle Group$59.1M2.12%1,000,000CommonSOLE
33830T103FSBCFive Star Bancorp$54.1M1.94%1,511,500CommonSOLE
G0450A105ACGLArch Capital Group LTD$52.8M1.89%550,000CommonSOLE
29476L107EQREquity Residential$50.4M1.81%800,000CommonSOLE
896095106TCBKTriCo Bancshares$49.6M1.78%1,046,900CommonSOLE
57636Q104MAMastercard Inc$48.5M1.74%85,000CommonSOLE
03076K108ABCBAmeris Bancorp$46.2M1.65%621,800CommonSOLE
754730109RJFRaymond James Financial Inc$43.4M1.55%270,000CommonSOLE
30257X104FBKFB Financial Corp$34.6M1.24%619,236CommonSOLE
680277100OSBCOld Second Bancorp$34.0M1.22%1,745,523CommonSOLE
902973304USBUS Bancorp Del Com New$32.0M1.15%600,000CommonSOLE
126128107CCNECNB Financial Corp PA$24.9M0.89%950,000CommonSOLE
887098101TSBKTimberland Bancorp Inc$6.2M0.22%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.