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

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

Davis Asset Management, L.P. held 1,065,000 VMRK 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 1,065,000 shares
    Change vs previous 13F -3,000 shares

    1.83% of the 13F portfolio, value $72,345,450.

    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 1,068,000 shares
    Change vs previous 13F +268,000 shares

    1.83% of the 13F portfolio, value $63,172,200.

    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 800,000 shares
    Change vs previous 13F 0 shares

    1.81% of the 13F portfolio, value $50,432,000.

    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 800,000 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $51,784,000.

    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 800,000 shares
    Change vs previous 13F 0 shares

    2.1% of the 13F portfolio, value $53,992,000.

    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 800,000 shares
    Change vs previous 13F 0 shares

    2.38% of the 13F portfolio, value $57,264,000.

    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 800,000 shares
    Change vs previous 13F -200,000 shares

    2.34% of the 13F portfolio, value $57,408,000.

    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 1,000,000 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $74,460,000.

    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).