DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMI | 50K | $1.43M |
 | CMCSA | 43K | $1.35M |
 | KVUE | 40K | $647.12K |
 | G | 40K | $1.67M |
 | INFY | 37K | $603.34K |
 | CSCO | 32K | $2.22M |
 | KO | 30K | $1.98M |
 | BK | 24K | $2.67M |
 | WMT | 22K | $2.25M |
 | SLB | 21K | $719.98K |
 | RIO | 21K | $1.38M |
 | VOYA | 20K | $1.48M |
 | EVRG | 18K | $1.38M |
 | GOOG | 17K | $4.25M |
 | AAPL | 16K | $3.96M |
 | MDLZ | 14K | $900.25K |
 | CSGP | 14K | $1.20M |
 | MO | 13K | $884.35K |
 | MDT | 13K | $1.26M |
 | ALL | 13K | $2.77M |
Kinder Morgan, Inc.
KMI
Shares Held
50K
Value
$1.43M
Comcast Corporation
CMCSA
Shares Held
43K
Value
$1.35M
Kenvue Inc.
KVUE
Shares Held
40K
Value
$647.12K
Genpact Limited
G
Shares Held
40K
Value
$1.67M
Infosys Limited
INFY
Shares Held
37K
Value
$603.34K
Cisco Systems, Inc.
CSCO
Shares Held
32K
Value
$2.22M
The Coca-Cola Company
KO
Shares Held
30K
Value
$1.98M
The Bank of New York Mellon Corporation
BK
Shares Held
24K
Value
$2.67M
Walmart Inc.
WMT
Shares Held
22K
Value
$2.25M
SLB N.V.
SLB
Shares Held
21K
Value
$719.98K
Rio Tinto Group
RIO
Shares Held
21K
Value
$1.38M
Voya Financial, Inc.
VOYA
Shares Held
20K
Value
$1.48M
Evergy, Inc.
EVRG
Shares Held
18K
Value
$1.38M
Alphabet Inc.
GOOG
Shares Held
17K
Value
$4.25M
Apple Inc.
AAPL
Shares Held
16K
Value
$3.96M
Mondelez International, Inc.
MDLZ
Shares Held
14K
Value
$900.25K
CoStar Group, Inc.
CSGP
Shares Held
14K
Value
$1.20M
Altria Group, Inc.
MO
Shares Held
13K
Value
$884.35K
Medtronic plc
MDT
Shares Held
13K
Value
$1.26M
The Allstate Corporation
ALL
Shares Held
13K
Value
$2.77M