Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MKS Inc. | MKSI | 1 | $445 |
 LeMaitre Vascular, Inc. | LMAT | 1 | $96 |
 IDEXX Laboratories, Inc. | IDXX | 1 | $526 |
 Teledyne Technologies Incorporated | TDY | 1 | $667 |
 DXP Enterprises, Inc. | DXPE | 1 | $169 |
 ePlus inc. | PLUS | 1 | $83 |
 NexPoint Residential Trust, Inc. | NXRT | 1 | $28 |
 Lindsay Corporation | LNN | 1 | $124 |
 UniFirst Corporation | UNF | 1 | $264 |
 Enova International, Inc. | ENVA | 1 | $241 |
 Pathward Financial, Inc. | CASH | 1 | $87 |
 OSI Systems, Inc. | OSIS | 1 | $219 |
 Virtus Investment Partners, Inc. | VRTS | 1 | $144 |
 Rogers Corporation | ROG | 1 | $164 |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 1 | $380 |
 LGI Homes, Inc. | LGIH | 1 | $64 |
 HealthStream, Inc. | HSTM | 1 | $27 |
 Kadant Inc. | KAI | 1 | $314 |
 XPEL, Inc. | XPEL | 1 | $50 |
 Charter Communications, Inc. | CHTR | 1 | $142 |