Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Century Communities, Inc. | CCS | 2 | $143 |
 Minerals Technologies Inc. | MTX | 2 | $148 |
 PRA Group, Inc. | PRAA | 2 | $38 |
 The Chefs' Warehouse, Inc. | CHEF | 2 | $192 |
 Monro Inc. | MNRO | 2 | $34 |
 Brinker International, Inc. | EAT | 2 | $336 |
 Fox Factory Holding Corp. | FOXF | 2 | $34 |
 Shenandoah Telecommunications Company | SHEN | 2 | $30 |
 Benchmark Electronics, Inc. | BHE | 2 | $197 |
 Dorman Products, Inc. | DORM | 2 | $273 |
 Sphere Entertainment Co. | SPHR | 2 | $346 |
 Napco Security Technologies, Inc. | NSSC | 2 | $76 |
 Chesapeake Utilities Corporation | CPK | 2 | $245 |
 Lumentum Holdings Inc. | LITE | 2 | $1.72K |
 Eagle Bancorp, Inc. | EGBN | 2 | $57 |
 Acushnet Holdings Corp. | GOLF | 2 | $237 |
 Avnet, Inc. | AVT | 2 | $178 |
 Heritage Financial Corporation | HFWA | 2 | $59 |
 CDW Corporation | CDW | 2 | $281 |
 Assured Guaranty Ltd. | AGO | 2 | $160 |