Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Getty Realty Corp. | GTY | 3 | $100 |
 Glaukos Corporation | GKOS | 3 | $419 |
 Verisk Analytics, Inc. | VRSK | 3 | $539 |
 Calix, Inc. | CALX | 3 | $112 |
 DuPont de Nemours, Inc. | DD | 3 | $407 |
 Arcosa, Inc. | ACA | 3 | $436 |
 Heartland Express, Inc. | HTLD | 3 | $46 |
 HEICO Corporation | HEI-A | 3 | $774 |
 JBG SMITH Properties | JBGS | 3 | $44 |
 The Hershey Company | HSY | 3 | $526 |
 The Buckle, Inc. | BKE | 3 | $127 |
 Hub Group, Inc. | HUBG | 3 | $131 |
 Humana Inc. | HUM | 3 | $1.19K |
 J.B. Hunt Transport Services, Inc. | JBHT | 3 | $868 |
 Red Rock Resorts, Inc. | RRR | 3 | $195 |
 Independent Bank Corp. | INDB | 3 | $251 |
 Warrior Met Coal, Inc. | HCC | 3 | $243 |
 Interface, Inc. | TILE | 3 | $108 |
 Paycom Software, Inc. | PAYC | 3 | $377 |
 Schneider National, Inc. | SNDR | 3 | $110 |