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Disclosery

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

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

Davis Asset Management, L.P. held 1,500,000 FAF 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 1,500,000 shares
    Change vs previous 13F 0 shares

    2.61% of the 13F portfolio, value $102,885,000.

    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 1,500,000 shares
    Change vs previous 13F 0 shares

    2.62% of the 13F portfolio, value $90,435,000.

    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 1,500,000 shares
    Change vs previous 13F +400,000 shares

    3.3% of the 13F portfolio, value $92,160,000.

    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 1,100,000 shares
    Change vs previous 13F +811,642 shares

    2.52% of the 13F portfolio, value $70,664,000.

    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).

  5. period ended2025-06-30
    13F 288,358 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $17,702,298.

    13F-HR 0001104659-25-077016 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).