DAVENPORT EQUITY OPPORTUNITIES FUND

DAVENPORT EQUITY OPPORTUNITIES FUND is a registered fund series of Williamsburg Investment Trust (series S000030555). Net assets $754.8M as of 2026-03-31.

Profile

Advisers

Top holdings (32 reported)

Showing 15 of 32 holdings by value.

HoldingTickerValue% of fund
Live Nation Entertainment, Inc.$42.9M568.38%
Clean Harbors, Inc.$42.5M562.89%
Kinsale Capital Group Inc$41.6M550.64%
First American Funds Inc.$39.8M527.19%
Martin Marietta Materials Inc$32.6M432.18%
Align Technology Inc.$31.4M415.54%
Fairfax Financial Holdings Limited$30.2M399.64%
Carrier Global Corporation$28.3M375.53%
Markel Group Inc$28.2M373.00%
Brookfield Corp.$26.6M352.22%
O'Reilly Automotive Inc.$26.2M346.74%
Xylem, Inc.$25.1M332.47%
Caesars Entertainment Inc.$24.2M320.10%
Healthequity Inc$23.0M304.08%
Okta Inc.$22.7M301.07%

Net asset history

Report dateNet assets
2026-03-31$754.8M
2025-12-31$814.0M
2025-09-30$893.3M
2025-06-30$911.0M
2025-03-31$868.0M
2024-12-31$902.0M
2024-09-30$900.0M
2024-06-30$834.0M

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