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Davis Capital Partners

Filed: 11 Aug 19, 8:00pm

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number:3235-0006
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Alphabet IncClass C02079K10727,02225,000SH SOLE 25,00000
AlibabaSponsored ADS01609W10221,818125,000SH SOLE 125,00000
American ExpressCOM02581610986,408700,000SH SOLE 700,00000
Bank of the OzarksCOM06390410642,1261,400,000SH SOLE 1,400,00000
Berkshire Hathaway Inc Del Cl A FrmlyCL A08467010838,202120SH SOLE 12000
Berkshire Hathaway Inc Del Cl B FrmlyCL B0846707027,46035,000SH SOLE 35,00000
Blackrock IncCOM09247X10170,395150,000SH SOLE 150,00000
AXOS Finl IncCOM05465C1005,407198,428SH SOLE 198,42800
Cadence BancorporationCOM12739A10131,2001,500,000SH SOLE 1,500,00000
Capital One Financial CorpCOM14040H10512,453137,247SH SOLE 137,24700
Chubb LimitedCOMH1467J10436,822250,000SH SOLE 250,00000
CitigroupCOM17296742428,012400,000SH SOLE 400,00000
FacebookCl A30303M10233,775175,000SH SOLE 175,00000
Goldman Sachs Group IncCOM38141G10424,552120,000SH SOLE 120,00000
Home Bancshares IncCOM43689320013,482700,000SH SOLE 700,00000
JPMorgan Chase & Co.COM46625H10027,950250,000SH SOLE 250,00000
KKR & Co.COM48248M10268,2292,700,000SH SOLE 2,700,00000
Mastercard IncCOM57636Q10439,679150,000SH SOLE 150,00000
Moodys CorpCOM61536910540,038205,000SH SOLE 205,00000
Peoples Utah BancorpCOM71270620922,050750,000SH SOLE 750,00000
Raymond James Financial IncCOM75473010931,706375,000SH SOLE 375,00000
S&P Global IncCOM78409V10441,002180,000SH SOLE 180,00000
Servisfirst Bancshares IncCOM81768T10844,5381,300,000SH SOLE 1,300,00000
Signature Bank New YorkCOM82669G10490,630750,000SH SOLE 750,00000
Sterling BancorpCOM85917A10014,878699,200SH SOLE 699,20000
SVB Financial GroupCOM78486Q10144,918200,000SH SOLE 200,00000
TD Ameritrade Hldg CorpCOM87236Y10819,968400,000SH SOLE 400,00000
Texas Capital BancsharesCOM88224Q10718,411300,000SH SOLE 300,00000
Timberland Bancorp IncCOM8870981012,57986,320SH SOLE 86,32000
US Bancorp Del Com NewCOM90297330452,4001,000,000SH SOLE 1,000,00000
Visa Inc ComCOM92826C83969,420400,000SH SOLE 400,00000
Wells Fargo & Co. NewCOM94974610178,0781,650,000SH SOLE 1,650,00000
Western Alliance BancorpCOM95763810976,0241,700,000SH SOLE 1,700,00000