DAVIS CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)

STOCK	TICKER	SHARES HELD▲ ▼	VALUE▲ ▼
LPL Financial Holdings Inc.	LPLA	2	$563
Shake Shack Inc.	SHAK	2	$112
VSE Corporation	VSEC	2	$457
AZZ Inc.	AZZ	2	$310
SkyWest, Inc.	SKYW	2	$199
Concentrix Corporation	CNXC	2	$45
Azenta, Inc.	AZTA	2	$51
Willis Towers Watson Public Limited Company	WTW	2	$523
Steel Dynamics, Inc.	STLD	2	$459
Stewart Information Services Corporation	STC	2	$132
First Bancorp	FBNC	2	$128
Dream Finders Homes, Inc.	DFH	2	$35
Balchem Corp	BCPC	2	$338
Sensient Technologies Corporation	SXT	2	$247
Sylvamo Corp	SLVM	2	$76
National Vision Holdings, Inc.	EYE	2	$38
Gentherm Incorporated	THRM	2	$68
First Solar, Inc.	FSLR	2	$472
C.H. Robinson Worldwide, Inc.	CHRW	2	$377
Alnylam Pharmaceuticals, Inc.	ALNY	2	$602