Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 FTAI Aviation Ltd. | FTAI | 2 | $541 |
 Boise Cascade Company | BCC | 2 | $155 |
 Badger Meter, Inc. | BMI | 2 | $297 |
 The Andersons, Inc. | ANDE | 2 | $137 |
 Franklin Electric Co., Inc. | FELE | 2 | $214 |
 Cohen & Steers, Inc. | CNS | 2 | $152 |
 Axcelis Technologies, Inc. | ACLS | 2 | $379 |
 MongoDB, Inc. | MDB | 2 | $672 |
 Gartner, Inc. | IT | 2 | $259 |
 American States Water Company | AWR | 2 | $165 |
 Boot Barn Holdings, Inc. | BOOT | 2 | $329 |
 Banner Corporation | BANR | 2 | $133 |
 Gibraltar Industries, Inc. | ROCK | 2 | $90 |
 Cencora, Inc. | COR | 2 | $566 |
 John Wiley & Sons, Inc. | WLY | 2 | $97 |
 BioLife Solutions, Inc. | BLFS | 2 | $56 |
 Granite Construction Incorporated | GVA | 2 | $316 |
 Green Brick Partners, Inc. | GRBK | 2 | $160 |
 The Greenbrier Companies, Inc. | GBX | 2 | $98 |
 Griffon Corporation | GFF | 2 | $195 |