Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Caesars Entertainment, Inc. | CZR | 11 | $332 |
 MDU Resources Group, Inc. | MDU | 11 | $233 |
 CMS Energy Corporation | CMS | 11 | $842 |
 Ares Management Corporation | ARES | 11 | $1.22K |
 DraftKings Inc. | DKNG | 11 | $278 |
 Somnigroup International Inc | SGI | 11 | $862 |
 PPG Industries, Inc. | PPG | 11 | $1.33K |
 Workday, Inc. | WDAY | 11 | $1.35K |
 Global Net Lease, Inc. | GNL | 11 | $98 |
 Sunstone Hotel Investors, Inc. | SHO | 11 | $126 |
 State Street Corporation | STT | 12 | $2.04K |
 Vertiv Holdings Co | VRT | 12 | $4.02K |
 SM Energy Company | SM | 12 | $313 |
 Box, Inc. | BOX | 12 | $318 |
 LifeStance Health Group, Inc. | LFST | 12 | $129 |
 Neogen Corporation | NEOG | 12 | $108 |
 Flowers Foods, Inc. | FLO | 12 | $95 |
 Royalty Pharma plc | RPRX | 12 | $673 |
 Consolidated Edison, Inc. | ED | 12 | $1.33K |
 Lululemon Athletica Inc. | LULU | 12 | $1.37K |