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 |
---|---|---|---|
GRPMInvesco Exchange Traded Fd T
| 0.72% | $1.698M 14,987 shares@ $113.3 avg price | Decreased -0.15% |
EBAYEbay Inc.
| 0.63% | $1.489M 22,592 shares@ $65.91 avg price | Decreased -3.76% |
CZAInvesco Exchange Traded Fd T
| 0.6% | $1.417M 13,875 shares@ $102.16 avg price | Decreased -2.46% |
FSLRFirst Solar Inc
| 0.57% | $1.332M 7,037 shares@ $189.25 avg price | Decreased -8.58% |
AMATApplied Matls Inc
| 0.56% | $1.324M 7,716 shares@ $171.66 avg price | Decreased -12.9% |
PAYCPaycom Software Inc
| 0.53% | $1.245M 6,163 shares@ $202.01 avg price | Decreased -3.65% |
NKENike Inc
| 0.37% | $860,758 12,089 shares@ $71.21 avg price | Decreased -18.83% |
TXTTextron Inc
| 0.37% | $857,801 11,339 shares@ $75.66 avg price | Decreased -23.52% |
CROXCrocs Inc
| 0.37% | $855,231 7,772 shares@ $110.05 avg price | Decreased -19.65% |
BWABorgwarner Inc
| 0.33% | $766,998 24,710 shares@ $31.04 avg price | Decreased -21.8% |