LAD
Lansing A. Davis Portfolio
Invests via Davis Asset Management LP | Managed by Lansing A. Davis
Invests via Davis Asset Management LP
Managed by Lansing A. Davis
Automatically Tracked
Lansing A. Davis Profile
Lansing A. Davis has established himself as a notable figure in the financial services sector, leveraging extensive experience across multiple facets of investment management. With a proven track record in corporate leadership, he drives strategic initiatives that enhance operational efficiency and foster growth. His entrepreneurial ventures reflect an acute understanding of market dynamics and consumer needs, positioning him as a transformative leader within his industry. Known for building robust networks with institutional partners, Davis's influence extends beyond traditional boundaries of finance to encompass innovative solutions aimed at advancing capital deployment strategies.
Lansing A. Davis has established himself as a notable figure in the financial services sector, leveraging extensive experience across multiple facets of investment management. With a proven track record in corporate leadership, he drives strategic initiatives that enhance operational efficiency and foster growth. His entrepreneurial ventures reflect an acute understanding of market dynamics and consumer needs, positioning him as a transformative leader within his industry. Known for building robust networks with institutional partners, Davis's influence extends beyond traditional boundaries of finance to encompass innovative solutions aimed at advancing capital deployment strategies.
Investment Philosophy & Strategy
The evolving landscape of investment management presents significant opportunities for disruptive strategies. Lansing A. Davis draws upon a wealth of experience to identify high-potential markets while fostering innovation within traditional frameworks. His entrepreneurial background enables agile decision-making, emphasizing adaptability in response to market shifts. By focusing on collaborative partnerships and pioneering methodologies, he aims to unlock value across sectors with untapped growth potential. The emphasis is placed on strategic capital allocation that transcends conventional investment approaches, ensuring long-term viability and competitive advantage.
The evolving landscape of investment management presents significant opportunities for disruptive strategies. Lansing A. Davis draws upon a wealth of experience to identify high-potential markets while fostering innovation within traditional frameworks. His entrepreneurial background enables agile decision-making, emphasizing adaptability in response to market shifts. By focusing on collaborative partnerships and pioneering methodologies, he aims to unlock value across sectors with untapped growth potential. The emphasis is placed on strategic capital allocation that transcends conventional investment approaches, ensuring long-term viability and competitive advantage.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
43.26%
Gain +0.36%
Monthly
0.94%
Yearly
11.91%
Drawdown
15.86%
$3.66B
Equity
Holdings
$3.66B
Investment
$2.68B
$1.41B
Profit +$15.88M
Realized
$419M
Unrealized
$986.65M
Dividends
$121.28M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.36%
Profit
$15.88M
Win %
72%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$8.82M
Win %
72%
This Month
Compared to last month
Gain
-0.72%
Profit
-$26.47M
Win %
72%
This Year
Compared to last year
Gain
-9.82%
Profit
-$211.55M
Win %
73%
AMAT Applied Materials, Inc.
+11.03%
+$363,237.25 
CC Chemours Co.
+5.56%
+$254.25 
GEV GE Vernova Inc.
+5.03%
+$4,490.8 
TSLA Tesla, Inc.
+4.38%
+$50.13 
GE General Electric Company
+4.33%
+$5,679.42 
GPN Global Payments Inc.
+3.99%
+$3.7M 
CRBG Corebridge Financial Inc.
+3.53%
+$5.57M 
DD DuPont de Nemours Inc.
+3.24%
+$2,679.1 
C Citigroup Inc.
+3.22%
+$3,088.8 
GS The Goldman Sachs Group, Inc.
+3.14%
+$2.9M 
VTRS Viatris Inc.
+3.11%
+$268.52 
LLY Eli Lilly and Company
+2.58%
+$18,644.99 
BMY Bristol-Myers Squibb Company
+2.52%
+$644 
PFE Pfizer Inc.
+2.42%
+$2,745.36 
CSCO Cisco Systems, Inc.
+2.41%
+$2,860 
MLM Martin Marietta Materials, Inc.
+2.07%
+$2,289 
DIS The Walt Disney Company
+1.96%
+$36.67 
STTK Shattuck Labs Inc.
+1.82%
+$3,620.7 
AXP American Express Company
+1.79%
+$353,745 
MTB M&T Bank Corporation
+1.69%
+$1.55M 
MRK Merck & Co., Inc.
+1.66%
+$7,920.02 
DE Deere & Company
+1.61%
+$17,487.02 
SFBS ServisFirst Bancshares Inc.
+1.58%
+$1.16M 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.56%
+$11.04 
JPM JPMorgan Chase & Co.
+1.52%
+$2.2M 
STT State Street Corp
+1.43%
+$267,380 
AX Axos Financial Inc.
+1.41%
+$1.91M 
IBM International Business Machines Corporation
+1.38%
+$4,777.51 
USB U.S. Bancorp
+1.3%
+$529,255.4 
LIN Linde plc
+1.29%
+$5,913 
GEHC GE HealthCare Technologies Inc.
+1.29%
+$112.34 
UBER Uber Technologies, Inc.
+1.11%
+$22.95 
MCD McDonald's Corporation
+0.97%
+$546 
WRB-PH W.R. Berkley Corporation 4.125%
+0.85%
+$754.52 
WAL Western Alliance Bancorporation
+0.85%
+$2.13M 
MMM 3M Company
+0.83%
+$1,047.99 
CTA-PA EIDP, Inc.
+0.81%
+$789.05 
CG The Carlyle Group Inc.
+0.81%
+$403,767 
MKL Markel Group Inc.
+0.8%
+$1.03M 
UNP Union Pacific Corporation
+0.72%
+$2,316 
CCNE CNB Financial Corporation
+0.71%
+$218,500 
OGN Organon & Co.
+0.71%
+$38 
MGM MGM Resorts International
+0.7%
+$10,381.14 
PLTR Palantir Technologies Inc.
+0.58%
+$15.2 
BLK BlackRock, Inc.
+0.53%
+$11,224.52 
WFC Wells Fargo & Company
+0.46%
+$128,428.22 
FSBC Five Star Bancorp
+0.45%
+$302,300 
TRV The Travelers Companies, Inc.
+0.43%
+$4,748.94 
OSBC Old Second Bancorp, Inc.
+0.41%
+$162,000 
AIG American International Group Inc.
+0.33%
+$11.75 
JNJ Johnson & Johnson
+0.24%
+$7,124.87 
FOXA Fox Corporation
+0.18%
+$2.28 
FBK FB Financial Corp
+0.17%
+$55,731.24 
ABCB Ameris Bancorp
+0.15%
+$80,834 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$468,350 
GOOG Alphabet Inc
+0.13%
+$459,990 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$157,821.5 
CRWV CoreWeave, Inc.
+0.03%
+$0.09 
67066G104
0%
$0 
92343V954
0%
$0 
962166954
0%
$0 
NWSA
0%
$0 
Q
0%
$0 
XOM Exxon Mobil Corporation
-2.63%
-$95,697.36 
OXY Occidental Petroleum Corporation
-2.43%
-$92.79 
BABA Alibaba Group Holding Limited SP ADR
-2.41%
-$1.69M 
FAF First American Financial Corporation
-1.83%
-$1.81M 
TSBK Timberland Bancorp, Inc.
-1.6%
-$120,388.44 
ACN Accenture plc Class A
-1.14%
-$1.05M 
EQR Equity Residential
-1.01%
-$731,580 
KO The Coca-Cola Company
-0.96%
-$20,125 
V Visa Inc. Class A
-0.94%
-$969,596.8 
PGR Progressive Corporation
-0.78%
-$804,693.45 
TCBK Trico Bancshares
-0.73%
-$397,822 
CB Chubb Limited
-0.7%
-$1.15M 
DUK Duke Energy Corporation
-0.46%
-$30.78 
META Meta Platforms Inc Class A
-0.38%
-$1.13M 
MKTX MarketAxess Holdings Inc.
-0.34%
-$43,538.4 
AFL Aflac Inc.
-0.31%
-$720 
MA Mastercard Incorporated
-0.3%
-$151,978.67 
WMT Walmart Inc.
-0.27%
-$480 
RJF Raymond James Financial Inc.
-0.13%
-$54,000 
GOOGL Alphabet Inc
-0.1%
-$1,686.25 
ACGL Arch Capital Group Ltd
-0.06%
-$32,500 
KD Kyndryl Holdings Inc.
-0.04%
-$1.27 Events
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Dividends
Dividend Analysis
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| Trades 188 | Longs Won 136/188 72% | Profit Factor 10.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $27.69M |
| Average Win $11.46M | Best Trade (Jun 11) $266.14M | Sharpe Ratio -10 |
| Average Loss -$2.93M | Worst Trade (Jun 11) -$51.31M | Z-Score 7.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 1d | Expectancy $7.48M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% |
| Consecutive Losing Trades | 1,248 | 1,124 | 999 | 874 | 749 | 624 | 499 | 375 | 250 | 125 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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