0001104659-20-093230.txt : 20200811 0001104659-20-093230.hdr.sgml : 20200811 20200811144611 ACCESSION NUMBER: 0001104659-20-093230 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200811 DATE AS OF CHANGE: 20200811 EFFECTIVENESS DATE: 20200811 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: 201092116 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 06-30-2020 06-30-2020 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 08-11-2020 0 31 1009235 INFORMATION TABLE 2 infotable.xml Alphabet Inc Class C 02079K107 60785 43000 SH SOLE 43000 0 0 Alibaba Sponsored ADS 01609W102 53925 250000 SH SOLE 250000 0 0 Arch Capital Group LTD COM G0450A105 28650 1000000 SH SOLE 1000000 0 0 Avalon Bay COM 053484101 23196 150000 SH SOLE 150000 0 0 Bank of the Ozarks COM 063904106 23284 992115 SH SOLE 992115 0 0 Berkshire Hathaway Inc Del Cl A Frmly CL A 084670108 32076 120 SH SOLE 120 0 0 Berkshire Hathaway Inc Del Cl B Frmly CL B 084670702 35702 200000 SH SOLE 200000 0 0 AXOS Finl Inc COM 05465C100 4381 198428 SH SOLE 198428 0 0 Cadence Bancorporation COM 12739A101 17720 2000000 SH SOLE 2000000 0 0 Chubb Limited COM H1467J104 56979 450000 SH SOLE 450000 0 0 Citigroup COM 172967424 20440 400000 SH SOLE 400000 0 0 Facebook Cl A 30303M102 90828 400000 SH SOLE 400000 0 0 Goldman Sachs Group Inc COM 38141G104 23714 120000 SH SOLE 120000 0 0 Jones Lange Lasalle Inc. COM 48020Q107 25865 250000 SH SOLE 250000 0 0 KKR & Co. COM 48248M102 30880 1000000 SH SOLE 1000000 0 0 Mastercard Inc COM 57636Q104 25134 85000 SH SOLE 85000 0 0 Moodys Corp COM 615369105 33929 123500 SH SOLE 123500 0 0 Peoples Utah Bancorp COM 712706209 19957 888180 SH SOLE 888180 0 0 Raymond James Financial Inc COM 754730109 13766 200000 SH SOLE 200000 0 0 S&P Global Inc COM 78409V104 49422 150000 SH SOLE 150000 0 0 Servisfirst Bancshares Inc COM 81768T108 38323 1071682 SH SOLE 1071682 0 0 Signature Bank New York COM 82669G104 26730 250000 SH SOLE 250000 0 0 Sterling Bancorp COM 85917A100 14650 1250000 SH SOLE 1250000 0 0 SVB Financial Group COM 78486Q101 38021 176410 SH SOLE 176410 0 0 TD Ameritrade Hldg Corp COM 87236Y108 14552 400000 SH SOLE 400000 0 0 Timberland Bancorp Inc COM 887098101 2091 114850 SH SOLE 114850 0 0 US Bancorp Del Com New COM 902973304 64108 1741141 SH SOLE 1741141 0 0 Visa Inc Com COM 92826C839 57951 300000 SH SOLE 300000 0 0 Watford Holdings Ltd Com G94787101 7345 440120 SH SOLE 440120 0 0 Wells Fargo & Co. New COM 949746101 9088 355 SH SOLE 355 0 0 Western Alliance Bancorp COM 957638109 65743 1736035 SH SOLE 1736035 0 0