Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BrightSpring Health Services, Inc. Common Stock | BTSG | 9 | $628 |
 Northern Oil and Gas, Inc. | NOG | 9 | $163 |
 UDR, Inc. | UDR | 9 | $359 |
 Northrop Grumman Corporation | NOC | 9 | $4.58K |
 Venture Global, Inc. | VG | 9 | $100 |
 CVB Financial Corp. | CVBF | 9 | $203 |
 Remitly Global, Inc. | RELY | 9 | $202 |
 Hawaiian Electric Industries, Inc. | HE | 9 | $122 |
 American Eagle Outfitters, Inc. | AEO | 9 | $155 |
 Campbell Soup Company | CPB | 9 | $200 |
 Zoom Communications, Inc. | ZM | 9 | $777 |
 Moderna, Inc. | MRNA | 9 | $630 |
 Sprinklr, Inc. | CXM | 9 | $46 |
 RXO, Inc. | RXO | 9 | $248 |
 ONEOK, Inc. | OKE | 9 | $782 |
 Mueller Water Products, Inc. | MWA | 9 | $232 |
 Lincoln National Corporation | LNC | 9 | $318 |
 Western Digital Corporation | WDC | 9 | $5.75K |
 Alignment Healthcare, Inc. | ALHC | 9 | $214 |
 MasterBrand, Inc. | MBC | 9 | $93 |