Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Universal Health Realty Income Trust | UHT | 1 | $44 |
 Agilysys, Inc. | AGYS | 1 | $105 |
 LCI Industries | LCII | 1 | $106 |
 Employers Holdings, Inc. | EIG | 1 | $50 |
 Argan, Inc. | AGX | 1 | $799 |
 Encore Capital Group, Inc. | ECPG | 1 | $93 |
 Krystal Biotech, Inc. | KRYS | 1 | $372 |
 ANI Pharmaceuticals, Inc. | ANIP | 1 | $83 |
 REX American Resources Corporation | REX | 1 | $45 |
 Allegiant Travel Company | ALGT | 1 | $118 |
 Curtiss-Wright Corporation | CW | 1 | $758 |
 Labcorp Holdings Inc. | LH | 1 | $280 |
 Liquidity Services, Inc. | LQDT | 1 | $39 |
 Lakeland Financial Corporation | LKFN | 1 | $62 |
 ICU Medical, Inc. | ICUI | 1 | $147 |
 Burlington Stores, Inc. | BURL | 1 | $317 |
 Las Vegas Sands Corp. | LVS | 1 | $46 |
 Strategic Education, Inc. | STRA | 1 | $77 |
 Pool Corporation | POOL | 1 | $215 |
 Alpha Metallurgical Resources, Inc. | AMR | 1 | $165 |