Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Qnity Electronics, Inc. | Q | 5 | $817 |
 Vital Farms, Inc. | VITL | 5 | $58 |
 NXP Semiconductors N.V. | NXPI | 5 | $1.41K |
 Twilio Inc. | TWLO | 5 | $1.03K |
 Tyson Foods, Inc. | TSN | 6 | $344 |
 Tripadvisor, Inc. | TRIP | 6 | $82 |
 Four Corners Property Trust, Inc. | FCPT | 6 | $147 |
 Tanger Inc. | SKT | 6 | $237 |
 Synopsys, Inc. | SNPS | 6 | $2.68K |
 TechnipFMC plc | FTI | 6 | $398 |
 Seagate Technology Holdings plc | STX | 6 | $5.79K |
 Sarepta Therapeutics, Inc. | SRPT | 6 | $108 |
 Expand Energy Corporation | EXE | 6 | $547 |
 Rush Street Interactive, Inc. | RSI | 6 | $178 |
 CBRE Group, Inc. | CBRE | 6 | $808 |
 ResMed Inc. | RMD | 6 | $1.17K |
 Ralliant Corp | RAL | 6 | $442 |
 Talos Energy Inc. | TALO | 6 | $77 |
 ARMOUR Residential REIT, Inc. | ARR | 6 | $105 |
 Corsair Gaming, Inc. | CRSR | 6 | $58 |