Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Insperity, Inc. | NSP | 2 | $83 |
 AAR Corp. | AIR | 2 | $286 |
 FB Financial Corporation | FBK | 2 | $111 |
 AMN Healthcare Services, Inc. | AMN | 2 | $65 |
 Otter Tail Corporation | OTTR | 2 | $180 |
 PDF Solutions, Inc. | PDFS | 2 | $142 |
 The Bancorp, Inc. | TBBK | 2 | $125 |
 Pacira BioSciences, Inc. | PCRX | 2 | $51 |
 MarketAxess Holdings Inc. | MKTX | 2 | $227 |
 STERIS plc | STE | 2 | $421 |
 Papa John's International, Inc. | PZZA | 2 | $74 |
 Patrick Industries, Inc. | PATK | 2 | $180 |
 OFG Bancorp | OFG | 2 | $98 |
 United Parks & Resorts Inc. | PRKS | 2 | $95 |
 Winnebago Industries, Inc. | WGO | 2 | $62 |
 PHINIA Inc. | PHIN | 2 | $165 |
 Williams-Sonoma, Inc. | WSM | 2 | $466 |
 Walker & Dunlop, Inc. | WD | 2 | $109 |
 CTS Corporation | CTS | 2 | $130 |
 Powell Industries, Inc. | POWL | 2 | $573 |