DAVIS CAPITAL Overview
Davis Capital Partners Llc is an investment advisor that manages 444.3 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/13 to 03/31/20. The fund's latest filing disclosed 870MM in positions, representing 196% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/13 to 03/31/20. The fund's latest filing disclosed 870MM in positions, representing 196% of the manager's regulatory AUM.
DAVIS CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DAVIS CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| WAL | 7.39% | Financials | 12.81% | -0.26% | 1 | 6% | ||
| AXP | 6.86% | Financials | 11.9% | -0.26% | 0 | 21% | ||
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FEATURED IN
DAVIS CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Lansing A. Davis | Managing Member And Chief Compliance Officer | April-2008 |
DAVIS CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
DAVIS CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
The Private Fund was formed with the investment objective to generate capital gains and income by investing primarily in public equity and equity- related securities traded in U.S. markets. Most of the Private Fund’s capital is invested in generally liquid positions, and most of its investments are in public equities and other marketable securities.
The investment strategy of the Private Fund is based on a buy and hold strategy. The Private Fund generally holds stakes in issuers for several years. This approach to investing involves fundamental research and valuation. Davis believes that by purchasing securities of companies based on metrics such as consistent earnings, strong competitive position, industry fundamentals and management with a strong track record, the Private Fund will generate capital gains and income.
Davis Capit...
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Methods of Analysis and Investment Strategies
The Private Fund was formed with the investment objective to generate capital gains and income by investing primarily in public equity and equity- related securities traded in U.S. markets. Most of the Private Fund’s capital is invested in generally liquid positions, and most of its investments are in public equities and other marketable securities.
The investment strategy of the Private Fund is based on a buy and hold strategy. The Private Fund generally holds stakes in issuers for several years. This approach to investing involves fundamental research and valuation. Davis believes that by purchasing securities of companies based on metrics such as consistent earnings, strong competitive position, industry fundamentals and management with a strong track record, the Private Fund will generate capital gains and income.
Davis Capit...
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DAVIS CAPITAL Portfolio Concentration
DAVIS CAPITAL Location
3 HARBOR DRIVE
SUITE 301
SAUSALITO, California
UNITED STATES, 94965
SUITE 301
SAUSALITO, California
UNITED STATES, 94965
DAVIS CAPITAL Contact Information
Phone Number: 415-362-3600
Fax Number: 415-362-3617
Website: http://www.daviscapitalpartners.com
Fax Number: 415-362-3617
Website: http://www.daviscapitalpartners.com
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