Stock Taper 
DAVIS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 6.63K | $4.79M |
 W. R. Berkley Corporation | WRB | 5.8K | $409.36K |
 Pfizer Inc. | PFE | 4.43K | $106.63K |
 Merck & Co., Inc. | MRK | 4K | $514K |
 Alphabet Inc. | GOOGL | 4K | $1.43M |
 The Travelers Companies, Inc. | TRV | 3.65K | $1.21M |
 BlackRock, Inc. | BLK | 2.1K | $2.02M |
 Aflac Incorporated | AFL | 2K | $234.5K |
 Deere & Company | DE | 1.94K | $1.23M |
 Corteva, Inc. | CTVA | 1.83K | $155.41K |
 Dow Inc. | DOW | 1.83K | $50.21K |
 Walmart Inc. | WMT | 1.5K | $169.89K |
 International Business Machines Corporation | IBM | 1.27K | $358.26K |
 Union Pacific Corporation | UNP | 1.2K | $326.4K |
 Cisco Systems, Inc. | CSCO | 1K | $117.46K |
 Qnity Electronics, Inc. | Q | 917 | $149.75K |
 Linde plc | LIN | 900 | $467.05K |
 3M Company | MMM | 800 | $129.53K |
 Citigroup Inc. | C | 720 | $100.77K |
 Eli Lilly and Company | LLY | 637 | $764.04K |