0001104659-20-018999.txt : 20200212 0001104659-20-018999.hdr.sgml : 20200212 20200212132739 ACCESSION NUMBER: 0001104659-20-018999 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200212 DATE AS OF CHANGE: 20200212 EFFECTIVENESS DATE: 20200212 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: 20603043 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 12-31-2019 12-31-2019 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 02-11-2020 0 33 1348013 INFORMATION TABLE 2 infotable.xml Alphabet Inc Class C 02079K107 33425 25000 SH SOLE 25000 0 0 Alibaba Sponsored ADS 01609W102 26512 125000 SH SOLE 125000 0 0 American Express COM 025816109 87143 700000 SH SOLE 700000 0 0 Arch Capital Group LTD COM G0450A105 5361 125000 SH SOLE 125000 0 0 Bank of the Ozarks COM 063904106 42707 1400000 SH SOLE 1400000 0 0 Berkshire Hathaway Inc Del Cl A Frmly CL A 084670108 40750 120 SH SOLE 120 0 0 Berkshire Hathaway Inc Del Cl B Frmly CL B 084670702 7927 35000 SH SOLE 35000 0 0 Blackrock Inc COM 09247X101 70378 140000 SH SOLE 140000 0 0 AXOS Finl Inc COM 05465C100 6008 198428 SH SOLE 198428 0 0 Cadence Bancorporation COM 12739A101 36260 2000000 SH SOLE 2000000 0 0 Chubb Limited COM H1467J104 35032 225000 SH SOLE 225000 0 0 Citigroup COM 172967424 31956 400000 SH SOLE 400000 0 0 Facebook Cl A 30303M102 35918 175000 SH SOLE 175000 0 0 Goldman Sachs Group Inc COM 38141G104 27591 120000 SH SOLE 120000 0 0 Home Bancshares Inc COM 436893200 13762 700000 SH SOLE 700000 0 0 KKR & Co. COM 48248M102 78759 2700000 SH SOLE 2700000 0 0 Mastercard Inc COM 57636Q104 37323 125000 SH SOLE 125000 0 0 Moodys Corp COM 615369105 39172 165000 SH SOLE 165000 0 0 Peoples Utah Bancorp COM 712706209 22590 750000 SH SOLE 750000 0 0 Raymond James Financial Inc COM 754730109 33547 375000 SH SOLE 375000 0 0 S&P Global Inc COM 78409V104 46418 170000 SH SOLE 170000 0 0 Servisfirst Bancshares Inc COM 81768T108 56520 1500000 SH SOLE 1500000 0 0 Signature Bank New York COM 82669G104 102457 750000 SH SOLE 750000 0 0 Sterling Bancorp COM 85917A100 21080 1000000 SH SOLE 1000000 0 0 SVB Financial Group COM 78486Q101 50208 200000 SH SOLE 200000 0 0 TD Ameritrade Hldg Corp COM 87236Y108 19880 400000 SH SOLE 400000 0 0 Texas Capital Bancshares COM 88224Q107 17031 300000 SH SOLE 300000 0 0 Timberland Bancorp Inc COM 887098101 2803 94278 SH SOLE 94278 0 0 US Bancorp Del Com New COM 902973304 59290 1000000 SH SOLE 1000000 0 0 Visa Inc Com COM 92826C839 70462 375000 SH SOLE 375000 0 0 Watford Holdings Ltd Com G94787101 7548 300000 SH SOLE 300000 0 0 Wells Fargo & Co. New COM 949746101 75320 1400000 SH SOLE 1400000 0 0 Western Alliance Bancorp COM 957638109 106875 1875000 SH SOLE 1875000 0 0