Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Arbor Realty Trust | ABR | 10 | $54 |
 Digital Realty Trust, Inc. | DLR | 10 | $1.8K |
 Archrock, Inc. | AROC | 10 | $407 |
 Yum! Brands, Inc. | YUM | 10 | $1.6K |
 WillScot Holdings Corporation | WSC | 10 | $289 |
 Fulton Financial Corporation | FULT | 10 | $242 |
 Ross Stores, Inc. | ROST | 10 | $2.13K |
 Uniti Group Inc. | UNIT | 10 | $115 |
 Synchrony Financial | SYF | 10 | $761 |
 Dnow Inc. | DNOW | 10 | $130 |
 The Kroger Co. | KR | 10 | $555 |
 Iron Mountain Incorporated | IRM | 10 | $1.26K |
 Super Micro Computer, Inc. | SMCI | 11 | $323 |
 Arch Capital Group Ltd. | ACGL | 11 | $1.07K |
 GE HealthCare Technologies Inc. | GEHC | 11 | $704 |
 Essential Properties Realty Trust, Inc. | EPRT | 11 | $328 |
 DiamondRock Hospitality Company | DRH | 11 | $134 |
 DoorDash, Inc. | DASH | 11 | $2.03K |
 Carvana Co. | CVNA | 11 | $724 |
 Eversource Energy | ES | 11 | $795 |