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

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

Davis Asset Management, L.P. held 910,376 SFBS 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 910,376 shares
    Change vs previous 13F 0 shares

    2% of the 13F portfolio, value $78,975,118.

    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 910,376 shares
    Change vs previous 13F +35,000 shares

    1.92% of the 13F portfolio, value $66,302,684.

    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 875,376 shares
    Change vs previous 13F +111,814 shares

    2.25% of the 13F portfolio, value $62,843,243.

    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 763,562 shares
    Change vs previous 13F 0 shares

    2.19% of the 13F portfolio, value $61,489,648.

    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 763,562 shares
    Change vs previous 13F 0 shares

    2.3% of the 13F portfolio, value $59,183,691.

    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).

  6. period ended2025-03-31
    13F 763,562 shares
    Change vs previous 13F 0 shares

    2.62% of the 13F portfolio, value $63,070,221.

    13F-HR 0001104659-25-047188 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).

  7. period ended2024-12-31
    13F 763,562 shares
    Change vs previous 13F -60,000 shares

    2.64% of the 13F portfolio, value $64,704,244.

    13F-HR 0001104659-25-013899 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).

  8. period ended2024-09-30
    13F 823,562 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $66,255,563.

    13F-HR 0001104659-24-116854 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).