Davis Asset Management, L.P. reported a notable increase in its stake in First American Financial Corporation (NYSE: FAF) in an SEC filing dated November 14, 2025. The fund acquired an additional 811,642 shares in the third quarter, raising its total to 1,100,000 shares, valued at $70.66 million as of September 30, 2025, with a position value change of $52.96 million for the quarter. This increased position now represents 2.52% of the fund’s reported U.S. equity assets, falling outside its top five holdings.
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