Davis Asset Management, L.P.
Position in FAF — First American Financial Corp
CIK 1945894
SAUSALITO, CA
Position in FAF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$102,885,000
+$12,450,000 QoQ
Shares Held
1,500,000
0.0% QoQ
Ownership
1.47%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#18
of 467 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FAF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Davis Asset Management, L.P. holds $102,885,000 across 1 Insurance - Specialty name. FAF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAF |
First American Financial Corp
This page
|
1,500,000 | $102,885,000 |
All Filings in FAF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,885,000 | 1,500,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $90,435,000 | 1,500,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $92,160,000 | 1,500,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $70,664,000 | 1,100,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,702,297 | 288,358 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||