Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Slb N.V. | SLB | 19.82K | $921.2K |
 Voya Financial, Inc. | VOYA | 20.05K | $1.81M |
 Evergy, Inc. | EVRG | 20.62K | $1.78M |
 Walmart Inc. | WMT | 21.13K | $2.39M |
 Mondelez International, Inc. | MDLZ | 24.14K | $1.4M |
 Infosys Limited | INFY | 26.29K | $275.76K |
 Cisco Systems, Inc. | CSCO | 27.31K | $3.21M |
 The Coca-Cola Company | KO | 30.83K | $2.51M |
 Genpact Limited | G | 34.3K | $943.25K |
 Kinder Morgan, Inc. | KMI | 47.34K | $1.51M |