Victor Davis
@Davis Investment Partners, Llc
Latest period2024 - Q4ReportedManaged Assets$237.191MTotal holdings123
Assets growth rate-0.62%Assets growth rate (2-Q avg)-1.24%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Davis Investment Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 123 positions.
Assets under management
The assets under management (AUM) of Davis Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 237.191M in assets, with a quarterly growth rate of -0.62% and a 2-quarter average growth rate of -1.24%. The portfolio is managed by Victor Davis, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TMUST-mobile Us Inc
| 0% | $1.711M 8,223 shares@ $208.09 avg price | Exited |
EQTEqt Corp
| 0% | $1.137M 30,908 shares@ $36.78 avg price | Exited |
FTXLFirst Tr Exchange-traded Fd
| 0% | $843,364 9,201 shares@ $91.67 avg price | Exited |
LRCXLam Research Corp
| 0% | $651,272 800 shares@ $814.09 avg price | Exited |
XBISpdr Ser Tr
| 0% | $249,639 2,545 shares@ $98.09 avg price | Exited |
GPCGenuine Parts Co
| 0% | $244,096 1,759 shares@ $138.77 avg price | Exited |
PEPPepsico Inc
| 0% | $227,234 1,339 shares@ $169.71 avg price | Exited |
SHWSherwin Williams Co
| 0% | $226,896 600 shares@ $378.16 avg price | Exited |
MKCMccormick & Co Inc
| 0% | $223,149 2,720 shares@ $82.05 avg price | Exited |
ODFLOld Dominion Freight Line In
| 0% | $208,655 1,078 shares@ $193.56 avg price | Exited |