Davis Asset Management, L.P. - Q12026 Holdings

Davis Asset Management, L.P. holds 85 stocks with a total portfolio value of $ 3.46B as of Q12026. In Q12026, Davis Asset Management, L.P. added 56 new positions, increased stakes in 20 stocks, reduced 0 holdings, and fully exited 1 position. The largest holding is Berkshire Hathaway Inc Del Cl A Frmly (BRK-A), representing 9.87% of the total portfolio.