Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Century Aluminum Company | CENX | 3 | $138 |
 Mercury Systems, Inc. | MRCY | 3 | $367 |
 Merit Medical Systems, Inc. | MMSI | 3 | $208 |
 California Water Service Group | CWT | 3 | $146 |
 The Cheesecake Factory Incorporated | CAKE | 3 | $239 |
 Safety Insurance Group, Inc. | SAFT | 3 | $225 |
 NBT Bancorp Inc. | NBTB | 3 | $148 |
 Zscaler, Inc. | ZS | 3 | $423 |
 Natera, Inc. | NTRA | 3 | $814 |
 BlackRock, Inc. | BLK | 3 | $2.88K |
 BlackLine, Inc. | BL | 3 | $84 |
 SBA Communications Corporation | SBAC | 3 | $529 |
| PC PEOPLE INC COM NEW | IAC | 3 | $138 |
 Ameriprise Financial, Inc. | AMP | 3 | $1.38K |
 Molina Healthcare, Inc. | MOH | 3 | $686 |
 Cincinnati Financial Corporation | CINF | 3 | $555 |
 Protagonist Therapeutics, Inc. | PTGX | 3 | $368 |
 Penguin Solutions, Inc. | PENG | 3 | $228 |
 Advance Auto Parts, Inc. | AAP | 3 | $187 |
 Tidewater Inc. | TDW | 3 | $200 |