DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMI | 49K | $1.63M |
 | G | 42K | $1.56M |
 | CSCO | 32K | $2.47M |
 | KO | 30K | $2.31M |
 | INFY | 29K | $398.38K |
 | BK | 23K | $2.79M |
 | SLB | 22K | $1.13M |
 | WMT | 22K | $2.68M |
 | VOYA | 20K | $1.37M |
 | RIO | 20K | $1.87M |
 | MDLZ | 20K | $1.13M |
 | EVRG | 19K | $1.54M |
 | GOOG | 17K | $4.74M |
 | AAPL | 15K | $3.87M |
 | MDT | 15K | $1.31M |
 | SSNC | 14K | $914.70K |
 | MO | 13K | $884.07K |
 | CSGP | 13K | $537.93K |
 | AKAM | 13K | $1.52M |
 | ALL | 13K | $2.72M |
Kinder Morgan, Inc.
KMI
Shares Held
49K
Value
$1.63M
Genpact Limited
G
Shares Held
42K
Value
$1.56M
Cisco Systems, Inc.
CSCO
Shares Held
32K
Value
$2.47M
The Coca-Cola Company
KO
Shares Held
30K
Value
$2.31M
Infosys Limited
INFY
Shares Held
29K
Value
$398.38K
The Bank of New York Mellon Corporation
BK
Shares Held
23K
Value
$2.79M
SLB N.V.
SLB
Shares Held
22K
Value
$1.13M
Walmart Inc.
WMT
Shares Held
22K
Value
$2.68M
Voya Financial, Inc.
VOYA
Shares Held
20K
Value
$1.37M
Rio Tinto Group
RIO
Shares Held
20K
Value
$1.87M
Mondelez International, Inc.
MDLZ
Shares Held
20K
Value
$1.13M
Evergy, Inc.
EVRG
Shares Held
19K
Value
$1.54M
Alphabet Inc.
GOOG
Shares Held
17K
Value
$4.74M
Apple Inc.
AAPL
Shares Held
15K
Value
$3.87M
Medtronic plc
MDT
Shares Held
15K
Value
$1.31M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
14K
Value
$914.70K
Altria Group, Inc.
MO
Shares Held
13K
Value
$884.07K
CoStar Group, Inc.
CSGP
Shares Held
13K
Value
$537.93K
Akamai Technologies, Inc.
AKAM
Shares Held
13K
Value
$1.52M
The Allstate Corporation
ALL
Shares Held
13K
Value
$2.72M