Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The GEO Group, Inc. | GEO | 7 | $207 |
| HE HELIX ENERGY SOLUTIONS GRP INC COM | HLX | 7 | $61 |
 Laureate Education, Inc. | LAUR | 7 | $254 |
 Omnicom Group Inc. | OMC | 7 | $510 |
 AMETEK, Inc. | AME | 7 | $1.69K |
 Ellington Financial Inc. | EFC | 7 | $95 |
 Vishay Intertechnology, Inc. | VSH | 7 | $376 |
 LyondellBasell Industries N.V. | LYB | 7 | $369 |
 Capitol Federal Financial, Inc. | CFFN | 7 | $60 |
 Veralto Corporation | VLTO | 7 | $621 |
 International Flavors & Fragrances Inc. | IFF | 7 | $555 |
 Apollo Commercial Real Estate Finance, Inc. | ARI | 7 | $75 |
 Peabody Energy Corporation | BTU | 7 | $162 |
 Noble Corporation Plc | NE | 7 | $261 |
 PENN Entertainment, Inc. | PENN | 7 | $150 |
 HA Sustainable Infrastructure Capital, Inc. | HASI | 7 | $273 |
 Urban Edge Properties | UE | 7 | $160 |
 Constellation Energy Corporation | CEG | 7 | $1.74K |
 Provident Financial Services, Inc. | PFS | 7 | $165 |
 RPC, Inc. | RES | 7 | $41 |