SEC Form 13F

Davis Asset Management, L.P. 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$3,948,828,268
Positions85

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Alphabet IncGOOGClass C$370,846,0171,049,574
Berkshire Hathaway Inc Del Cl A FrmlyBRK.ACL A$363,941,100486
Meta PlatformsMETACl A$291,220,930517,000
Western Alliance BancorpWALCOM$274,219,2003,336,000
MarkelMKLCOM$179,882,02592,105
Berkshire Hathaway Inc Del Cl B FrmlyBRK.BCL B$177,246,144354,216
Chubb LimitedCBCOM$168,515,011494,556
Corebridge FinancialCRBGCOM$166,054,0005,800,000
JPMorgan Chase & CoJPMCOM$161,666,978493,896
AXOS Financial IncAXCOM$149,514,9781,535,219

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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