# EDGAR Filing Document

**Accession Number:** 0001945894
**File Stem:** 0001104659-25-084511
**Filing Date:** 2025-8
**Character Count:** 3799
**Document Hash:** 2ce70214b555c5faf2451536cb06bbd4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-084511.hdr.sgml**: 20250828

**ACCESSION NUMBER**: 0001104659-25-084511

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250828

**EFFECTIVENESS DATE**: 20250828

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Davis Asset Management, L.P.
- **CENTRAL INDEX KEY:** 0001945894

**ORGANIZATION NAME:**
- **EIN:** 882747463
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22679
- **FILM NUMBER:** 251270363

**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

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001945894

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Davis Asset Management, L.P.

**Address:** 3 HARBOR DRIVE, SAUSALITO, CA 94965

**Telephone number:** 415-362-3600

**Name of agent for service:** Lansing A. Davis

**Agent Address:** 3 Harbor Drive, Sausalito, CA 94965

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-22679

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER            |     CUSIP | MEETING DATE   | VOTE DESCRIPTION                                                                                             | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|---:|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| CNB FINANCIAL CORPORATION | 126128107 | 04/15/2025     | To vote on a non-binding advisory resolution to approve, the compensation of CNB'S named executive officers. | SECTION 14A SAY-ON-PAY VOTES |         700000 |                0 | FOR         |                                   700000 | FOR                         |  |
| TRICO BANCSHARES          | 896095106 | 05/22/2025     | Advisory approval of the company's executive compensation.                                                   | SECTION 14A SAY-ON-PAY VOTES |        1020797 |                0 | FOR         |                                  1020797 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Davis Asset Management, L.P.

**By (Signature):** Lansing A. Davis

**By (Printed Signature):** Lansing A. Davis

**By (Title):** Manager of the General Partner

**Date:** 08/27/2025