Long-term investor
Davis Investment Partners, LLC @davisinvestmentpartnersl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963865).
Record
- Tracked since 2025-06-30 (434 days), 125 trades recorded
- Returns: week n/a · month n/a · 90 days +17.2% · 6 months +18.8% · 1 year +27.0% · all +27.0%
- Max drawdown -0.8% · Sharpe 1.28 · win rate 47% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46137V282 · 24.6% · long · since 2025-06-30
- 46137V357 · 9.6% · long · since 2025-06-30
- 46137V324 · 5.3% · long · since 2025-06-30
- 922908538 · 4.1% · long · since 2025-06-30
- APH · 3.1% · long · since 2025-06-30
- JNJ · 2.2% · long · since 2025-06-30
- AAPL · 2.1% · long · since 2025-06-30
- 337344105 · 1.8% · long · since 2025-06-30
- 46137V340 · 1.6% · long · since 2025-06-30
- 780087102 · 1.5% · long · since 2026-03-31
- 92204A702 · 1.5% · long · since 2025-06-30
- XOM · 1.3% · long · since 2025-06-30
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