0001104659-20-124246.txt : 20201112 0001104659-20-124246.hdr.sgml : 20201112 20201112130315 ACCESSION NUMBER: 0001104659-20-124246 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201112 DATE AS OF CHANGE: 20201112 EFFECTIVENESS DATE: 20201112 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: 201305324 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 09-30-2020 09-30-2020 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 11-11-2020 0 32 1091801 INFORMATION TABLE 2 infotable.xml Alphabet Inc Class C 02079K107 63192 43000 SH SOLE 43000 0 0 Alibaba Sponsored ADS 01609W102 73495 250000 SH SOLE 250000 0 0 Alta Bancorp COM 021347109 19583 973319 SH SOLE 973319 0 0 Arch Capital Group LTD COM G0450A105 43875 1500000 SH SOLE 1500000 0 0 Avalon Bay COM 053484101 59736 400000 SH SOLE 400000 0 0 Bank of the Ozarks COM 063904106 21151 992115 SH SOLE 992115 0 0 Berkshire Hathaway Inc Del Cl A Frmly CL A 084670108 38400 120 SH SOLE 120 0 0 Berkshire Hathaway Inc Del Cl B Frmly CL B 084670702 42588 200000 SH SOLE 200000 0 0 AXOS Finl Inc COM 05465C100 13705 587976 SH SOLE 587976 0 0 Cadence Bancorporation COM 12739A101 21475 2500000 SH SOLE 2500000 0 0 Chubb Limited COM H1467J104 52254 450000 SH SOLE 450000 0 0 Citigroup COM 172967424 17244 400000 SH SOLE 400000 0 0 Eagle Bancorp COM 268948106 4332 161704 SH SOLE 161704 0 0 Facebook Cl A 30303M102 104760 400000 SH SOLE 400000 0 0 Goldman Sachs Group Inc COM 38141G104 24116 120000 SH SOLE 120000 0 0 Jones Lange Lasalle Inc. COM 48020Q107 38264 400000 SH SOLE 400000 0 0 KKR & Co. COM 48248M102 34340 1000000 SH SOLE 1000000 0 0 Mastercard Inc COM 57636Q104 28744 85000 SH SOLE 85000 0 0 Moodys Corp COM 615369105 14492 50000 SH SOLE 50000 0 0 Raymond James Financial Inc COM 754730109 14552 200000 SH SOLE 200000 0 0 S&P Global Inc COM 78409V104 18030 50000 SH SOLE 50000 0 0 Servisfirst Bancshares Inc COM 81768T108 36469 1071682 SH SOLE 1071682 0 0 Signature Bank New York COM 82669G104 33196 400000 SH SOLE 400000 0 0 Sterling Bancorp COM 85917A100 13150 1250000 SH SOLE 1250000 0 0 SVB Financial Group COM 78486Q101 42447 176410 SH SOLE 176410 0 0 TD Ameritrade Hldg Corp COM 87236Y108 15660 400000 SH SOLE 400000 0 0 Timberland Bancorp Inc COM 887098101 3138 174366 SH SOLE 174366 0 0 US Bancorp Del Com New COM 902973304 62419 1741141 SH SOLE 1741141 0 0 Visa Inc Com COM 92826C839 59991 300000 SH SOLE 300000 0 0 Watford Holdings Ltd COM G94787101 13764 600000 SH SOLE 600000 0 0 Wells Fargo & Co. New COM 949746101 8346 355 SH SOLE 355 0 0 Western Alliance Bancorp COM 957638109 54893 1736035 SH SOLE 1736035 0 0