Davis Asset Management, L.P.

Q1 2023 13F Holdings Report, Stock Holdings

Signature - Title
Lansing A. Davis - Manager of the General Partner
Location
Sausalito, CA
Holdings as of
March 31, 2023
Value $
$1.5B
Num holdings
32
Date filed
5/11/2023, 12:21 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included ACGL, GPN, GOOG, STT, and WAL.
Previous filing
Q4 2022 - Feb 13, 2023
Filing 2023 Q1 compared to 2022 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Lansing A. Davis Manager of the General Partner Sausalito, California 5/2/2023