Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Progress Software Corporation | PRGS | 2 | $67 |
 Integer Holdings Corporation | ITGR | 2 | $187 |
 Cal-Maine Foods, Inc. | CALM | 2 | $161 |
 TransMedics Group, Inc. | TMDX | 2 | $133 |
 AST SpaceMobile, Inc. | ASTS | 2 | $178 |
 Ralph Lauren Corporation | RL | 2 | $803 |
 Bristow Group Inc. | VTOL | 2 | $83 |
 Regeneron Pharmaceuticals, Inc. | REGN | 2 | $1.25K |
 Customers Bancorp, Inc. | CUBI | 2 | $158 |
 PTC Inc. | PTC | 2 | $227 |
 Northwest Natural Holding Company | NWN | 2 | $98 |
 PROG Holdings, Inc. | PRG | 2 | $93 |
 Rockwell Automation, Inc. | ROK | 2 | $990 |
 Albany International Corp. | AIN | 2 | $149 |
 Roper Technologies, Inc. | ROP | 2 | $677 |
 Ingevity Corporation | NGVT | 2 | $149 |
 S&T Bancorp, Inc. | STBA | 2 | $98 |
 The St. Joe Company | JOE | 2 | $125 |
 Bank of Hawaii Corporation | BOH | 2 | $163 |
 Brady Corporation | BRC | 2 | $183 |