DAVIS CAPITAL PARTNERS, LLC

Q2 2022 13F Holdings

  • Location
    sausalito, CA
  • Num holdings

    30

  • Value ($000)

    $1,756,828

  • Date Filed
    08/12/2022
  • Form type
    13F-HR
  • CIK
    0001583119
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
WEA
WEA

Western Alliance Bancorp

COM
$164.15M
9 %

2,325,000

TQJ
TQJ

Signature Bank New York

COM
$143.37M
8 %

800,000

---

Arch Capital Group LTD

COM
$136.47M
8 %

3,000,000

GPN
GPN

Global Payments Inc.

COM
$121.70M
7 %

1,100,000

GOOG
GOOG

Alphabet Inc

CLASS C
$109.37M
6 %

50,000

CB
CB

Chubb Limited

COM
$88.46M
5 %

450,000

META
META

Meta Platforms

CL A
$80.63M
5 %

500,000

SFBS
SFBS

Servisfirst Bancshares Inc

COM
$78.92M
5 %

1,000,000

STT
STT

State Street Corp

COM
$61.65M
4 %

1,000,000

V
V

Visa Inc Com

COM
$59.07M
3 %

300,000

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