Davis Asset Management, L.P.
Holdings in MKL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $107,482,495 | 50,000 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $95,568,000 | 50,000 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $99,868,000 | 50,000 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $93,480,500 | 50,000 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $86,311,500 | 50,000 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $78,429,000 | 50,000 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $55,148,100 | 35,000 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $53,251,800 | 35,000 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $49,696,500 | 35,000 | Shares | Sole | 2024-02-15 |
| 2023-09-30 | $44,174,700 | 30,000 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $34,579,502 | 25,000 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $31,935,250 | 25,000 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $32,937,250 | 25,000 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $27,105,500 | 25,000 | Shares | Sole | 2022-11-14 |