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Davis Asset Management, L.P. - Portfolio Stock Holdings

Davis Asset Management, L.P. disclosed 83 stock positions in a recent SEC 13F filing. $3,944,923,457 of stock holdings were filed, with the largest holdings including GOOG, BRK.A, and META. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

83

Est. Stock Holding Value:

$3,944,923,457

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Davis Asset Management, L.P.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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