Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Global Payments Inc. | GPN | 4 | $290 |
 California Resources Corp | CRC | 4 | $211 |
 Biogen Inc. | BIIB | 4 | $864 |
| AC AVALONBAY CMNTYS INC COM | AVB | 4 | $755 |
 Academy Sports and Outdoors, Inc. | ASO | 4 | $189 |
 Pediatrix Medical Group, Inc. | MD | 4 | $101 |
 Quanta Services, Inc. | PWR | 4 | $2.88K |
 Adient plc | ADNT | 4 | $74 |
 AerCap Holdings N.V. | AER | 4 | $583 |
 Revolution Medicines, Inc. | RVMD | 4 | $749 |
 Progyny, Inc. | PGNY | 4 | $115 |
 Becton, Dickinson and Company | BDX | 4 | $605 |
 BankUnited, Inc. | BKU | 4 | $194 |
 QuinStreet, Inc. | QNST | 4 | $59 |
 Arcus Biosciences, Inc. | RCUS | 4 | $123 |
 nVent Electric plc | NVT | 4 | $678 |
 CarGurus, Inc. | CARG | 4 | $136 |
 Navient Corporation | NAVI | 5 | $43 |
 Renasant Corporation | RNST | 5 | $213 |
 Grocery Outlet Holding Corp. | GO | 5 | $50 |