Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Schrödinger, Inc. | SDGR | 3 | $49 |
 Safehold Inc. | SAFE | 3 | $47 |
 Itron, Inc. | ITRI | 3 | $260 |
 Q2 Holdings, Inc. | QTWO | 3 | $144 |
 Kemper Corporation | KMPR | 3 | $81 |
 Bright Horizons Family Solutions Inc. | BFAM | 3 | $213 |
 Korn Ferry | KFY | 3 | $200 |
 Kulicke and Soffa Industries, Inc. | KLIC | 3 | $401 |
 L3Harris Technologies, Inc. | LHX | 3 | $872 |
 LXP Industrial Trust | LXP | 3 | $162 |
 Public Storage | PSA | 3 | $955 |
 Edgewell Personal Care Company | EPC | 3 | $81 |
 Bread Financial Holdings, Inc. | BFH | 3 | $325 |
 ACM Research, Inc. | ACMR | 3 | $381 |
 Loews Corporation | L | 3 | $340 |
 Bunge Global S.A. | BG | 3 | $320 |
 Kontoor Brands, Inc. | KTB | 3 | $250 |
 Central Garden & Pet Company | CENTA | 3 | $116 |
 Central Pacific Financial Corp. | CPF | 3 | $115 |
 Marten Transport, Ltd. | MRTN | 3 | $52 |