Stock Taper 
DAVIS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Meta Platforms, Inc. | META | 517K | $291.22M |
 Alibaba Group Holding Limited | BABA | 607.56K | $58.31M |
 FB Financial Corporation | FBK | 619.24K | $34.27M |
 Ameris Bancorp | ABCB | 621.8K | $56.12M |
 Arch Capital Group Ltd. | ACGL | 650K | $63.09M |
 U.S. Bancorp | USB | 715.21K | $43.2M |
 Accenture plc | ACN | 740K | $92.09M |
 ServisFirst Bancshares, Inc. | SFBS | 910.38K | $78.98M |
 CNB Financial Corporation | CCNE | 950K | $32.02M |
 TriCo Bancshares | TCBK | 1.05M | $56.38M |
 Alphabet Inc. | GOOG | 1.05M | $370.85M |
| ER Equity Residential | EQR | 1.06M | $72.35M |
 The Carlyle Group Inc. | CG | 1.13M | $47.63M |
 Global Payments Inc. | GPN | 1.49M | $107.75M |
 First American Financial Corporation | FAF | 1.5M | $102.89M |
 Five Star Bancorp | FSBC | 1.51M | $73.59M |
 Axos Financial, Inc. | AX | 1.54M | $149.51M |
 Old Second Bancorp, Inc. | OSBC | 1.8M | $41.98M |
 Infleqtion Inc | INFQ | 2.09M | $27.78M |
 Western Alliance Bancorporation | WAL | 3.34M | $274.22M |