StockDriftsStockDriftsTop 50 Davis Asset Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | Berkshire Hathaway Inc Del Cl A Frmly | 9.87% | 475 | $341.1M | +295.83%(+355) | $653414.84(+10.78%) | 2026-03-31 | |
| META | Meta Platforms | 8.53% | 515.0K | $294.6M | +3.00%(+15.00K) | $162.09(+278.95%) | 2026-03-31 | |
| GOOG | Alphabet Inc | 8.3% | 1.00M | $286.9M | +0.00%(+0) | $102.76(+282.75%) | 2026-03-31 | |
| WAL | Western Alliance Bancorp | 6.32% | 3.08M | $218.4M | +23.32%(+583.00K) | $69.75(+6.70%) | 2026-03-31 | |
| CB | Chubb Limited | 4.66% | 494.6K | $161.2M | +9.90%(+44.56K) | $200.92(+61.33%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc Del Cl B Frmly | 4.38% | 315.6K | $151.3M | +75.36%(+135.64K) | $364.95(+32.26%) | 2026-03-31 | |
| CRBG | Corebridge Financial | 4.01% | 5.80M | $138.5M | +65.83%(+2.30M) | $24.75(+11.38%) | 2026-03-31 | |
| JPM | JPMorgan Chase & Co | 3.99% | 468.8K | $137.9M | new | $308.19(-3.37%) | 2026-03-31 | |
| MKL | Markel | 3.91% | 70.6K | $135.2M | +41.26%(+20.63K) | $1551.58(+18.85%) | 2026-03-31 | |
| AX | AXOS Financial Inc | 3.59% | 1.54M | $124.0M | +5.35%(+78.00K) | $38.63(+115.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.73% | +63.18% |
| Top 20 Holdings Unweighted | +16.49% | +58.06% |
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