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:
79.39%
Gain +1.16%
Monthly
1.65%
Yearly
21.7%
Drawdown
21.78%
$3.84B
Equity
Holdings
$3.84B
Investment
$2.68B
$1.59B
Profit +$32.7M
Realized
$422.8M
Unrealized
$1.16B
Dividends
$128.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.16%
Profit
$32.7M
Win %
79%
This Week
Compared To Last Week
Gain
-1.1%
Profit
-$42.86M
Win %
79%
This Month
Compared to last month
Gain
3.19%
Profit
$118.75M
Win %
79%
This Year
Compared to last year
Gain
10.91%
Profit
$377.72M
Win %
80%
AMAT Applied Materials, Inc.
+7.21%
+$251,191.66 
MMM 3M Company
+6.49%
+$8,256 
GEV GE Vernova Inc.
+4.56%
+$5,069.66 
Q Qnity Electronics Inc.
+3.69%
+$4,548.32 
CRWV CoreWeave, Inc.
+3.37%
+$7.38 
GS The Goldman Sachs Group, Inc.
+1.72%
+$1.67M 
CSCO Cisco Systems, Inc.
+1.56%
+$1,725 
CC Chemours Co.
+1.4%
+$54 
DE Deere & Company
+1.32%
+$15,009.67 
C Citigroup Inc.
+1.21%
+$1,119.6 
GE General Electric Company
+1.19%
+$1,672.72 
STTK Shattuck Labs Inc.
+1.17%
+$3,862.08 
DD DuPont de Nemours, Inc.
+1.14%
+$944.08 
TSLA Tesla, Inc.
+0.98%
+$10.83 
STT State Street Corp
+0.95%
+$201,260 
JPM JPMorgan Chase & Co.
+0.77%
+$1.23M 
CTVA Corteva Inc.
+0.71%
+$1,137.7 
CRBG Corebridge Financial Inc.
+0.7%
+$1.28M 
META Meta Platforms Inc Class A
+0.68%
+$2.28M 
OXY Occidental Petroleum Corporation
+0.58%
+$21.44 
FAF First American Financial Corporation
+0.56%
+$600,000 
WFC Wells Fargo & Company
+0.52%
+$152,086.05 
RJF Raymond James Financial Inc.
+0.52%
+$236,250 
OSBC Old Second Bancorp, Inc.
+0.42%
+$180,000 
XOM Exxon Mobil Corporation
+0.39%
+$14,016.28 
CG The Carlyle Group Inc.
+0.32%
+$163,995 
BLK BlackRock, Inc.
+0.26%
+$5,775 
VTRS Viatris Inc.
+0.21%
+$19.18 
OGN Organon & Co.
+0.18%
+$10 
CCNE CNB Financial Corporation
+0.15%
+$47,500 
MGM MGM Resorts International
+0.09%
+$1,258.32 
ABCB Ameris Bancorp
+0.05%
+$28,602.8 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$88,649.25 
AXP American Express Company
+0.02%
+$4,410 
67066G104
0%
$0 
92343V954
0%
$0 
962166954
0%
$0 
TSBK Timberland Bancorp, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
KD Kyndryl Holdings Inc.
-2.54%
-$78.74 
ACN Accenture plc Class A
-2.2%
-$1.72M 
MKTX MarketAxess Holdings Inc.
-1.63%
-$203,542.02 
SFBS ServisFirst Bancshares Inc.
-1.56%
-$1.24M 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-1.56%
-$11.28 
BABA Alibaba Group Holding Limited SP ADR
-1.4%
-$1.02M 
IBM International Business Machines Corporation
-1.17%
-$3,185 
GEHC GE HealthCare Technologies Inc.
-1.16%
-$100.01 
ACGL Arch Capital Group Ltd
-1.09%
-$724,750 
TRV The Travelers Companies, Inc.
-1.01%
-$13,625.69 
V Visa Inc. Class A
-0.99%
-$1.14M 
WRB W.R. Berkley Corporation
-0.98%
-$4,120.84 
FSBC Five Star Bancorp
-0.97%
-$717,962.5 
PGR Progressive Corporation
-0.95%
-$1.01M 
FBK FB Financial Corp
-0.94%
-$346,772.16 
FOXA Fox Corporation
-0.94%
-$10.26 
NWSA News Corporation
-0.94%
-$3.71 
JNJ Johnson & Johnson
-0.89%
-$27,687.5 
CB Chubb Limited
-0.8%
-$1.39M 
MCD McDonald's Corporation
-0.69%
-$368 
MA Mastercard Incorporated
-0.68%
-$377,910 
GOOG Alphabet Inc
-0.63%
-$2.22M 
GOOGL Alphabet Inc
-0.63%
-$10,497.5 
PLTR Palantir Technologies Inc.
-0.61%
-$16.4 
AIG American International Group Inc.
-0.58%
-$21.86 
WMT Walmart Inc.
-0.53%
-$885 
MLM Martin Marietta Materials, Inc.
-0.51%
-$566 
GPN Global Payments Inc.
-0.48%
-$586,575 
KO The Coca-Cola Company
-0.43%
-$8,750 
AFL Aflac Inc.
-0.29%
-$720 
UBER Uber Technologies, Inc.
-0.27%
-$5.85 
LIN Linde plc
-0.25%
-$1,142.99 
DUK Duke Energy Corporation
-0.25%
-$16.74 
MTB M&T Bank Corporation
-0.2%
-$209,100 
TCBK Trico Bancshares
-0.2%
-$125,628 
LLY Eli Lilly and Company
-0.19%
-$1,414.52 
BMY Bristol-Myers Squibb Company
-0.17%
-$46 
MKL Markel Group Inc.
-0.16%
-$228,138.13 
PFE Pfizer Inc.
-0.14%
-$154.98 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$214,637.24 
EQR Equity Residential
-0.13%
-$96,120 
AX Axos Financial Inc.
-0.1%
-$153,521.9 
USB U.S. Bancorp
-0.1%
-$42,912.6 
DIS The Walt Disney Company
-0.09%
-$1.71 
WAL Western Alliance Bancorporation
-0.08%
-$200,395 
MRK Merck & Co., Inc.
-0.02%
-$120 Events
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Dividends
Dividend Analysis
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| Trades 188 | Longs Won 147/188 78% | Profit Factor 12.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $26.9M |
| Average Win $11.69M | Best Trade (Jul 21) $257.3M | Sharpe Ratio -12.05 |
| Average Loss -$3.23M | Worst Trade (Jul 19) -$33.25M | Z-Score 13.41 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 6d | Expectancy $8.44M |
| 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% | 0.01% |
| Consecutive Losing Trades | 1,189 | 1,070 | 951 | 832 | 713 | 595 | 476 | 357 | 238 | 119 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Lansing A. Davis?
The largest contributions to the portfolio's profits come from the following stocks: Arch Capital Group Ltd - $195.74M, KKR & Co. Inc - $86.8M, State Street Corp - $77.43M, Webster Financial Corporation - $48.99M, and The Carlyle Group Inc - $25.75M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: PacWest Bancorp - $28.74M, Glacier Bancorp Inc - $5.69M, and Signature Bank New York 5% Perpetual Preferred - $1.87M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lansing A. Davis's portfolio generate?
The portfolio generates substantial dividend income, with a total of $128.05M earned over time. The largest contributors to dividend income include Western Alliance Bancorporation - $14.46M, State Street Corp - $11.19M, Webster Financial Corporation - $9.68M, Corebridge Financial Inc - $8.22M, and The Carlyle Group Inc - $7.32M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lansing A. Davis's monthly returns?
Lansing A. Davis's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Lansing A. Davis's strategy be considered aggressive or moderate?
Lansing A. Davis's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Lansing A. Davis's strategy?
Lansing A. Davis's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
