DAVIS CAPITAL PARTNERS, LLC: WAL position timeline

DAVIS CAPITAL PARTNERS, LLC held 2,325,000 WAL shares at 2022-06-30 per its 13F-HR filed 2022-08-12.

the latest 13F is the newest step

1. period ended2022-06-30

   13F 2,325,000 shares

   Change vs previous 13F +275,000 shares

   9.34% of the 13F portfolio, value $164,145,000.

   13F-HR 0001104659-22-089748 filed by DAVIS CAPITAL PARTNERS, LLC
   Filed 2022-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

2. period ended2022-03-31

   13F 2,050,000 shares

   Change vs previous 13F +313,965 shares

   8.37% of the 13F portfolio, value $169,781,000.

   13F-HR 0001104659-22-058241 filed by DAVIS CAPITAL PARTNERS, LLC
   Filed 2022-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

3. period ended2021-12-31

   13F 1,736,035 shares

   Change vs previous 13F 0 shares

   8.91% of the 13F portfolio, value $186,884,000.

   13F-HR 0001104659-22-020075 filed by DAVIS CAPITAL PARTNERS, LLC
   Filed 2022-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

4. period ended2021-09-30

   13F 1,736,035 shares

   Change vs previous 13F 0 shares

   8.4% of the 13F portfolio, value $161,190,000.

   13F-HR 0001104659-21-136798 filed by DAVIS CAPITAL PARTNERS, LLC
   Filed 2021-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

5. period ended2021-06-30

   13F 1,736,035 shares

   Change vs previous 13F 0 shares

   8.65% of the 13F portfolio, value $161,190,000.

   13F-HR 0001104659-21-102727 filed by DAVIS CAPITAL PARTNERS, LLC
   Filed 2021-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

6. period ended2021-03-31

   13F 1,736,035 shares

   Change vs previous 13F 0 shares

   9.4% of the 13F portfolio, value $163,951,000.

   13F-HR 0001104659-21-063568 filed by DAVIS CAPITAL PARTNERS, LLC
   Filed 2021-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

7. period ended2020-12-31

   13F 1,736,035 shares

   Change vs previous 13F 0 shares

   7.21% of the 13F portfolio, value $104,075,000.

   13F-HR 0001104659-21-023452 filed by DAVIS CAPITAL PARTNERS, LLC
   Filed 2021-02-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

8. period ended2020-09-30

   13F 1,736,035 shares

   Change vs previous 13F not available

   5.07% of the 13F portfolio, value $54,893,000.

   13F-HR 0001104659-20-124246 filed by DAVIS CAPITAL PARTNERS, LLC
   Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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