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Disclosery

Davis Asset Management, L.P.: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Asset Management, L.P. on ACN, newest first. How the timeline and the estimate are built.

Davis Asset Management, L.P. held 740,000 ACN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 740,000 shares
    Change vs previous 13F +200,000 shares

    2.33% of the 13F portfolio, value $92,085,600.

    13F-HR 0001104659-26-095017 filed by Davis Asset Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 540,000 shares
    Change vs previous 13F +190,000 shares

    3.1% of the 13F portfolio, value $107,076,600.

    13F-HR 0001104659-26-062180 filed by Davis Asset Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 350,000 shares
    Change vs previous 13F +100,000 shares

    3.36% of the 13F portfolio, value $93,905,000.

    13F-HR 0001104659-26-014629 filed by Davis Asset Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 250,000 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $61,650,000.

    13F-HR 0001104659-25-112161 filed by Davis Asset Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).