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 |
 The Progressive Corporation | PGR | 504.51K | $110.21M |
 MarketAxess Holdings Inc. | MKTX | 500K | $56.74M |
 Chubb Limited | CB | 494.56K | $168.52M |
 JPMorgan Chase & Co. | JPM | 493.9K | $161.67M |
 M&T Bank Corporation | MTB | 410K | $97.58M |
 Berkshire Hathaway Inc. | BRK-B | 354.22K | $177.25M |
 Wells Fargo & Company | WFC | 337.97K | $27.93M |
 Visa Inc. | V | 320K | $109.79M |
 Raymond James Financial, Inc. | RJF | 270K | $41.05M |
 Timberland Bancorp, Inc. | TSBK | 174.48K | $7.82M |
 Mastercard Incorporated | MA | 102K | $52.39M |
 The Goldman Sachs Group, Inc. | GS | 92.39K | $93.44M |
 Markel Corporation | MKL | 92.11K | $179.88M |
 State Street Corporation | STT | 76K | $12.89M |
 American Express Company | AXP | 63K | $21.31M |
 MGM Resorts International | MGM | 31.46K | $1.5M |
 The Coca-Cola Company | KO | 25K | $2.03M |
 Exxon Mobil Corporation | XOM | 24.17K | $3.3M |
 Johnson & Johnson | JNJ | 12.5K | $3.17M |