Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Victory Capital Holdings, Inc. | VCTR | 3 | $252 |
 Cummins Inc. | CMI | 3 | $2.14K |
 InvenTrust Properties Corp. | IVT | 3 | $106 |
 Darden Restaurants, Inc. | DRI | 3 | $618 |
 SolarEdge Technologies, Inc. | SEDG | 3 | $175 |
 Diodes Incorporated | DIOD | 3 | $328 |
 ServisFirst Bancshares, Inc. | SFBS | 3 | $260 |
 Upbound Group, Inc. | UPBD | 3 | $64 |
 Atmos Energy Corporation | ATO | 3 | $517 |
| EC ECHOSTAR CORP CL A | SATS | 3 | $305 |
 Enerpac Tool Group Corp. | EPAC | 3 | $108 |
 ManpowerGroup Inc. | MAN | 3 | $101 |
 Everus Construction Group, Inc. | ECG | 3 | $498 |
 Expeditors International of Washington, Inc. | EXPD | 3 | $489 |
 EZCORP, Inc. | EZPW | 3 | $104 |
 American Assets Trust, Inc. | AAT | 3 | $74 |
 IQVIA Holdings Inc. | IQV | 3 | $580 |
 Federal Signal Corporation | FSS | 3 | $385 |
 Freshpet, Inc. | FRPT | 3 | $177 |
 H.B. Fuller Company | FUL | 3 | $175 |