Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 G-III Apparel Group, Ltd. | GIII | 2 | $67 |
 Stride, Inc. | LRN | 2 | $172 |
 Hanmi Financial Corporation | HAFC | 2 | $65 |
 TransDigm Group Incorporated | TDG | 2 | $2.66K |
 Harmony Biosciences Holdings, Inc. | HRMY | 2 | $73 |
 Axon Enterprise, Inc. | AXON | 2 | $1.12K |
 Vulcan Materials Company | VMC | 2 | $590 |
 Dime Community Bancshares, Inc. | DCOM | 2 | $81 |
 Kinetik Holdings Inc. | KNTK | 2 | $97 |
 Hilltop Holdings Inc. | HTH | 2 | $78 |
 Horace Mann Educators Corporation | HMN | 2 | $103 |
 Trupanion, Inc. | TRUP | 2 | $50 |
 Waters Corporation | WAT | 2 | $750 |
 West Pharmaceutical Services, Inc. | WST | 2 | $718 |
 Amphastar Pharmaceuticals, Inc. | AMPH | 2 | $40 |
 CVR Energy, Inc. | CVI | 2 | $55 |
 BWX Technologies, Inc. | BWXT | 2 | $389 |
 WesBanco, Inc. | WSBC | 2 | $78 |
 Dorian LPG Ltd. | LPG | 2 | $70 |
 Reynolds Consumer Products Inc. | REYN | 2 | $54 |