Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Waystar Holding Corp. | WAY | 6 | $123 |
 AppLovin Corporation | APP | 6 | $3.09K |
 Warby Parker Inc. | WRBY | 6 | $182 |
 US Foods Holding Corp. | USFD | 6 | $614 |
 Hope Bancorp, Inc. | HOPE | 6 | $82 |
 Franklin BSP Realty Trust, Inc. | FBRT | 6 | $49 |
 United Airlines Holdings, Inc. | UAL | 6 | $816 |
 Six Flags Entertainment Corporation | FUN | 6 | $128 |
 Banc of California, Inc. | BANC | 6 | $123 |
 NeoGenomics, Inc. | NEO | 7 | $102 |
 ACADIA Pharmaceuticals Inc. | ACAD | 7 | $177 |
 FMC Corporation | FMC | 7 | $81 |
| EA ELECTRONIC ARTS INC COM | EA | 7 | $1.44K |
 Coinbase Global, Inc. | COIN | 7 | $1.02K |
 The Goldman Sachs Group, Inc. | GS | 7 | $7.08K |
 Bloom Energy Corporation | BE | 7 | $2.12K |
 Extreme Networks, Inc. | EXTR | 7 | $227 |
 The Sherwin-Williams Company | SHW | 7 | $2.41K |
 Marriott International, Inc. | MAR | 7 | $2.59K |
 NRG Energy, Inc. | NRG | 7 | $1.02K |