DAVIS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BABA | 500K | $89.36M |
 | CB | 450K | $127.01M |
 | MTB | 325K | $64.23M |
 | V | 300K | $102.41M |
 | RJF | 270K | $46.60M |
 | ACN | 250K | $61.65M |
 | BRK-B | 180K | $90.49M |
 | TSBK | 174K | $5.81M |
 | MA | 85K | $48.35M |
 | MKL | 50K | $95.57M |
 | BRK-A | 120 | $90.50M |
Alibaba Group Holding Limited
BABA
Shares Held
500K
Value
$89.36M
Chubb Limited
CB
Shares Held
450K
Value
$127.01M
M&T Bank Corporation
MTB
Shares Held
325K
Value
$64.23M
Visa Inc.
V
Shares Held
300K
Value
$102.41M
Raymond James Financial, Inc.
RJF
Shares Held
270K
Value
$46.60M
Accenture plc
ACN
Shares Held
250K
Value
$61.65M
Berkshire Hathaway Inc.
BRK-B
Shares Held
180K
Value
$90.49M
Timberland Bancorp, Inc.
TSBK
Shares Held
174K
Value
$5.81M
Mastercard Incorporated
MA
Shares Held
85K
Value
$48.35M
Markel Corporation
MKL
Shares Held
50K
Value
$95.57M
Berkshire Hathaway Inc.
BRK-A
Shares Held
120
Value
$90.50M