Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Teleflex Incorporated | TFX | 3 | $380 |
 Symbotic Inc. | SYM | 3 | $135 |
 Cohu, Inc. | COHU | 3 | $222 |
 Yelp Inc. | YELP | 3 | $74 |
 Trustmark Corporation | TRMK | 3 | $138 |
 World Kinect Corporation | WKC | 3 | $99 |
 Rivian Automotive, Inc. | RIVN | 3 | $52 |
 United Natural Foods, Inc. | UNFI | 3 | $137 |
 Universal Technical Institute, Inc. | UTI | 3 | $128 |
 Urban Outfitters, Inc. | URBN | 3 | $213 |
 Veeco Instruments Inc. | VECO | 3 | $227 |
 Veeva Systems Inc. | VEEV | 3 | $532 |
 Enovis Corporation | ENOV | 3 | $62 |
| WR WHITESTONE REIT COM | WSR | 3 | $57 |
 WSFS Financial Corporation | WSFS | 3 | $230 |
 Community Bank System, Inc. | CBU | 3 | $201 |
 Cogent Communications Holdings, Inc. | CCOI | 3 | $42 |
 Werner Enterprises, Inc. | WERN | 3 | $131 |
 ITT Inc. | ITT | 3 | $593 |
 Core Natural Resources, Inc. | CNR | 3 | $240 |