Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Radian Group Inc. | RDN | 7 | $264 |
 American Water Works Company, Inc. | AWK | 7 | $921 |
 Keysight Technologies, Inc. | KEYS | 7 | $2.45K |
 Upwork Inc. | UPWK | 7 | $59 |
 Sonos, Inc. | SONO | 7 | $95 |
 Broadridge Financial Solutions, Inc. | BR | 7 | $959 |
 Acadia Realty Trust | AKR | 7 | $146 |
 Xylem Inc. | XYL | 7 | $827 |
 DoubleVerify Holdings, Inc. | DV | 7 | $76 |
 Enphase Energy, Inc. | ENPH | 7 | $345 |
 Indivior Pharmaceuticals Inc | INDV | 7 | $287 |
 Fox Corporation | FOX | 8 | $375 |
 Cadence Design Systems, Inc. | CDNS | 8 | $3K |
 CarMax, Inc. | KMX | 8 | $423 |
 The Chemours Company | CC | 8 | $164 |
 Cintas Corporation | CTAS | 8 | $1.36K |
 First BanCorp. | FBP | 8 | $209 |
 The Hartford Insurance Group, Inc. | HIG | 8 | $1.06K |
 Honeywell International Inc. | HON | 8 | $1.79K |
 Lamb Weston Holdings, Inc. | LW | 8 | $345 |