Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 VeriSign, Inc. | VRSN | 3 | $755 |
 Primoris Services Corporation | PRIM | 3 | $297 |
 Photronics, Inc. | PLAB | 3 | $98 |
 Power Integrations, Inc. | POWI | 3 | $251 |
 ABM Industries Inc. | ABM | 3 | $133 |
 LiveRamp Holdings, Inc. | RAMP | 3 | $113 |
 Quanex Building Products Corporation | NX | 3 | $56 |
 Prestige Consumer Healthcare Inc. | PBH | 3 | $142 |
 Omnicell, Inc. | OMCL | 3 | $125 |
 Rush Enterprises, Inc. | RUSHA | 3 | $219 |
 HCA Healthcare, Inc. | HCA | 3 | $1.17K |
 Perdoceo Education Corporation | PRDO | 3 | $96 |
 Ultra Clean Holdings, Inc. | UCTT | 3 | $428 |
 Axos Financial, Inc. | AX | 3 | $292 |
 Champion Homes, Inc. | SKY | 3 | $264 |
 STAAR Surgical Company | STAA | 3 | $86 |
 Alarm.com Holdings, Inc. | ALRM | 3 | $140 |
 Supernus Pharmaceuticals, Inc. | SUPN | 3 | $140 |
 Vericel Corporation | VCEL | 3 | $133 |
 Par Pacific Holdings, Inc. | PARR | 3 | $168 |