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Lansing A. Davis

Davis Asset Management, L.p.

Assets Managed
$3.456B
Holdings
85
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
23.78%(2Q avg: 11.59%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Davis Asset Management, L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 85 positions.

Assets under management

The assets under management (AUM) of Davis Asset Management, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.456B in assets, with a quarterly growth rate of 23.78% and a 2-quarter average growth rate of 11.59%. The portfolio is managed by Lansing A. Davis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
Increased 295.84%
9.88%
$341.117M
475 shares@ $718140.0 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 3%
8.53%
$294.647M
515,000 shares@ $572.13 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
8.31%
$286.86M
1M shares@ $286.86 avg price
WAL
Western Alliance Bancorp
Recent Activity
Increased 23.32%
6.33%
$218.431M
3.083M shares@ $70.85 avg price
CB
Chubb Ltd
Recent Activity
Increased 9.91%
4.67%
$161.191M
494,556 shares@ $325.93 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 75.36%
4.38%
$151.256M
315,643 shares@ $479.21 avg price
CRBG
Corebridge Financial Inc
Recent Activity
Increased 65.83%
4.01%
$138.483M
5.804M shares@ $23.86 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
New Position
4%
$137.898M
468,786 shares@ $294.17 avg price
MKL
Markel Group Inc
Recent Activity
Increased 41.27%
3.92%
$135.193M
70,631 shares@ $1914.07 avg price
AX
Axos Financial Inc
Recent Activity
Increased 5.36%
3.59%
$123.995M
1.535M shares@ $80.77 avg price

1-10 of 85