Davis Investment Partners, LLC
Davis Investment Partners, LLC reported 172 positions worth $328.5M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: RSPT (24.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | RSPT | SH | $80.7M | 24.58% | 1,251,606 | — | — | |
| ▸ 2 | RSP | SH | $31.5M | 9.60% | 148,273 | — | — | |
| ▸ 3 | RSPN | SH | $17.3M | 5.27% | 270,403 | — | — | |
| ▸ 4 | VOT | SH | $13.6M | 4.13% | 44,287 | — | — | |
| ▸ 5 | APH | SH | $10.3M | 3.15% | 58,664 | — | — | |
| ▸ 6 | JNJ | SH | $7.4M | 2.25% | 29,096 | — | — | |
| ▸ 7 | AAPL | SH | $6.8M | 2.08% | 23,589 | — | — | |
| ▸ 8 | QQEW | SH | $6.1M | 1.84% | 37,940 | — | — | |
| ▸ 9 | RSPF | SH | $5.2M | 1.58% | 66,724 | — | — | |
| ▸ 10 | RY | SH | $4.9M | 1.48% | 23,475 | — | — |
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Frequently Asked Questions
What stocks does Davis Investment Partners, LLC hold as of Q2 2026?
Davis Investment Partners, LLC reported 172 positions worth $328.5M in its Q2 2026 13F filing. Largest positions: RSPT (24.6%), RSP (9.6%), RSPN (5.3%), VOT (4.1%) and APH (3.1%).
What did Davis Investment Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Davis Investment Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.