Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Aflac Incorporated | AFL | 1.23K | $143.75K |
 Fresenius Medical Care AG & Co. KGaA | FMS | 1.29K | $29.21K |
 Gates Industrial Corporation plc | GTES | 1.34K | $37.45K |
 Unilever PLC | UL | 1.35K | $80.98K |
 Enterprise Products Partners L.P. | EPD | 1.44K | $53.03K |
 Amphenol Corporation | APH | 1.5K | $263.77K |
 Costco Wholesale Corporation | COST | 1.53K | $1.44M |
 NextEra Energy, Inc. | NEE | 1.66K | $145.26K |
 T-Mobile US, Inc. | TMUS | 1.85K | $310.64K |
 Hayward Holdings, Inc. | HAYW | 2.15K | $37.29K |
 Aramark | ARMK | 2.21K | $125.69K |
 Ecolab Inc. | ECL | 2.21K | $616.28K |
 Danaher Corporation | DHR | 2.32K | $442.49K |
 Lockheed Martin Corporation | LMT | 2.56K | $1.3M |
 Koninklijke Philips N.V. | PHG | 2.59K | $70.5K |
 Alphabet Inc. | GOOGL | 2.64K | $944.17K |
 The Charles Schwab Corporation | SCHW | 2.71K | $250.33K |
 Berkshire Hathaway Inc. | BRK-B | 2.89K | $1.44M |
 General Dynamics Corporation | GD | 3.61K | $1.28M |
 FedEx Corporation | FDX | 3.69K | $1.16M |