Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Healthcare Services Group, Inc. | HCSG | 4 | $98 |
 Illumina, Inc. | ILMN | 4 | $703 |
 Integra LifeSciences Holdings Corporation | IART | 4 | $72 |
 NetScout Systems, Inc. | NTCT | 4 | $174 |
 A10 Networks, Inc. | ATEN | 4 | $149 |
 Knowles Corporation | KN | 4 | $166 |
 Kennametal Inc. | KMT | 4 | $140 |
 Xencor, Inc. | XNCR | 4 | $64 |
 CF Industries Holdings, Inc. | CF | 4 | $433 |
 Life360, Inc. | LIF | 4 | $221 |
 Live Nation Entertainment, Inc. | LYV | 4 | $732 |
 Veracyte, Inc. | VCYT | 4 | $235 |
 Steven Madden, Ltd. | SHOO | 4 | $168 |
 RingCentral, Inc. | RNG | 4 | $156 |
 MasTec, Inc. | MTZ | 4 | $1.66K |
 MillerKnoll, Inc. | MLKN | 4 | $82 |
 Mohawk Industries, Inc. | MHK | 4 | $485 |
 EVERTEC, Inc. | EVTC | 4 | $111 |
 Moody's Corporation | MCO | 4 | $1.81K |
 NMI Holdings, Inc. | NMIH | 4 | $164 |