Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Oracle Corporation | ORCL | 8.17K | $1.2M |
 Agilent Technologies, Inc. | A | 8.36K | $1.11M |
 CSX Corporation | CSX | 8.78K | $417.27K |
 The Southern Company | SO | 8.9K | $851.6K |
 AutoNation, Inc. | AN | 9.64K | $1.79M |
 Carnival Corporation & plc | CCL | 9.72K | $277.81K |
 Johnson & Johnson | JNJ | 9.86K | $2.5M |
 Union Pacific Corporation | UNP | 10.02K | $2.72M |
 Kenvue Inc. | KVUE | 10.35K | $197.87K |
 Fidelity National Financial, Inc. | FNF | 11.38K | $536.81K |
 Akamai Technologies, Inc. | AKAM | 11.4K | $1.35M |
 Republic Services, Inc. | RSG | 12.43K | $2.65M |
 The Allstate Corporation | ALL | 13.25K | $3.15M |
 Altria Group, Inc. | MO | 13.27K | $954.56K |
 Amazon.com, Inc. | AMZN | 13.92K | $3.32M |
 SS&C Technologies Holdings, Inc. | SSNC | 15.9K | $986.9K |
 Alphabet Inc. | GOOG | 16.5K | $5.83M |
 Apple Inc. | AAPL | 16.93K | $4.9M |
 Medtronic plc | MDT | 17.91K | $1.4M |
 Rio Tinto Group | RIO | 18.18K | $1.73M |