0001104659-20-060224.txt : 20200512 0001104659-20-060224.hdr.sgml : 20200512 20200512164140 ACCESSION NUMBER: 0001104659-20-060224 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200512 DATE AS OF CHANGE: 20200512 EFFECTIVENESS DATE: 20200512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DAVIS CAPITAL PARTNERS, LLC CENTRAL INDEX KEY: 0001583119 IRS NUMBER: 262372061 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15575 FILM NUMBER: 20869663 BUSINESS ADDRESS: STREET 1: 3 HARBOR DRIVE STREET 2: SUITE 301 CITY: SAUSALITO STATE: CA ZIP: 94965 BUSINESS PHONE: 415-362-3600 MAIL ADDRESS: STREET 1: 3 HARBOR DRIVE STREET 2: SUITE 301 CITY: SAUSALITO STATE: CA ZIP: 94965 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001583119 XXXXXXXX 03-31-2020 03-31-2020 false DAVIS CAPITAL PARTNERS, LLC

3 Harbor Drive Suite 301 Sausalito CA 94965

13F HOLDINGS REPORT 028-15575 N Lansing A. Davis 415-362-3600 /s/ Lansing A. Davis Sausalito CA 05-11-2020 0 33 869865 INFORMATION TABLE 2 infotable.xml Alphabet Inc Class C 02079K107 29070 25000 SH SOLE 25000 0 0 Alibaba Sponsored ADS 01609W102 24310 125000 SH SOLE 125000 0 0 American Express COM 025816109 59649 696761 SH SOLE 696761 0 0 Arch Capital Group LTD COM G0450A105 28460 1000000 SH SOLE 1000000 0 0 Avalon Bay COM 053484101 10489 71278 SH SOLE 71278 0 0 Bank of the Ozarks COM 063904106 16568 992115 SH SOLE 992115 0 0 Berkshire Hathaway Inc Del Cl A Frmly CL A 084670108 32640 120 SH SOLE 120 0 0 Berkshire Hathaway Inc Del Cl B Frmly CL B 084670702 6399 35000 SH SOLE 35000 0 0 AXOS Finl Inc COM 05465C100 3597 198428 SH SOLE 198428 0 0 Cadence Bancorporation COM 12739A101 13100 2000000 SH SOLE 2000000 0 0 Chubb Limited COM H1467J104 30714 275000 SH SOLE 275000 0 0 Citigroup COM 172967424 16848 400000 SH SOLE 400000 0 0 Facebook Cl A 30303M102 50040 300000 SH SOLE 300000 0 0 Goldman Sachs Group Inc COM 38141G104 18550 120000 SH SOLE 120000 0 0 Home Bancshares Inc COM 436893200 7021 585607 SH SOLE 585607 0 0 Independent BK Group COM 45384B106 11195 472776 SH SOLE 472776 0 0 KKR & Co. COM 48248M102 55714 2373851 SH SOLE 2373851 0 0 Mastercard Inc COM 57636Q104 20532 85000 SH SOLE 85000 0 0 Moodys Corp COM 615369105 26120 123500 SH SOLE 123500 0 0 Peoples Utah Bancorp COM 712706209 15546 802600 SH SOLE 802600 0 0 Raymond James Financial Inc COM 754730109 17727 280500 SH SOLE 280500 0 0 S&P Global Inc COM 78409V104 36757 150000 SH SOLE 150000 0 0 Servisfirst Bancshares Inc COM 81768T108 42689 1456000 SH SOLE 1456000 0 0 Signature Bank New York COM 82669G104 59443 739443 SH SOLE 739443 0 0 Sterling Bancorp COM 85917A100 13062 1250000 SH SOLE 1250000 0 0 SVB Financial Group COM 78486Q101 26652 176410 SH SOLE 176410 0 0 TD Ameritrade Hldg Corp COM 87236Y108 13864 400000 SH SOLE 400000 0 0 Timberland Bancorp Inc COM 887098101 1769 96724 SH SOLE 96724 0 0 US Bancorp Del Com New COM 902973304 53397 1550000 SH SOLE 1550000 0 0 Visa Inc Com COM 92826C839 48336 300000 SH SOLE 300000 0 0 Watford Holdings Ltd Com G94787101 5137 350660 SH SOLE 350660 0 0 Wells Fargo & Co. New COM 949746101 10189 355 SH SOLE 355 0 0 Western Alliance Bancorp COM 957638109 64281 2100000 SH SOLE 2100000 0 0