Stock Taper 
DAVIS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 News Corporation | NWSA | 14 | $348 |
 Fox Corporation | FOXA | 19 | $991 |
 Palantir Technologies Inc. | PLTR | 20 | $2.29K |
 Uber Technologies, Inc. | UBER | 30 | $2.17K |
 NVIDIA Corporation | NVDA | 45 | $9K |
 Vodafone Group Public Limited Company | VOD | 47 | $621 |
 American International Group, Inc. | AIG | 47 | $3.5K |
 Duke Energy Corporation | DUK | 54 | $6.83K |
 Occidental Petroleum Corporation | OXY | 67 | $3.25K |
 GE Vernova Inc. | GEV | 103 | $121.01K |
 GE HealthCare Technologies Inc. | GEHC | 137 | $8.77K |
 Martin Marietta Materials, Inc. | MLM | 200 | $115.34K |
 McDonald's Corporation | MCD | 200 | $54.06K |
 Solventum Corporation | SOLV | 200 | $15.43K |
 The Chemours Company | CC | 225 | $4.62K |
 Kyndryl Holdings, Inc. | KD | 254 | $2.87K |
 Organon & Co. | OGN | 400 | $5.42K |
 Bristol-Myers Squibb Company | BMY | 460 | $26.5K |
 Berkshire Hathaway Inc. | BRK-A | 486 | $363.94M |
 Viatris Inc. | VTRS | 548 | $8.7K |