Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 DexCom, Inc. | DXCM | 13 | $876 |
 Ventas, Inc. | VTR | 13 | $1.15K |
 Mirion Technologies, Inc. | MIR | 13 | $233 |
 Roblox Corporation | RBLX | 13 | $707 |
 Linde plc | LIN | 13 | $6.75K |
 Cushman & Wakefield plc | CWK | 13 | $174 |
 Automatic Data Processing, Inc. | ADP | 13 | $2.91K |
 Match Group, Inc. | MTCH | 13 | $495 |
 Occidental Petroleum Corporation | OXY | 13 | $631 |
 Sunrun Inc. | RUN | 13 | $174 |
 eBay Inc. | EBAY | 14 | $1.56K |
 Organon & Co. | OGN | 14 | $190 |
 Affirm Holdings, Inc. | AFRM | 14 | $1.14K |
 Halliburton Company | HAL | 14 | $475 |
 Airbnb, Inc. | ABNB | 14 | $2K |
 CleanSpark, Inc. | CLSK | 14 | $204 |
 ON Semiconductor Corporation | ON | 14 | $1.32K |
 LKQ Corporation | LKQ | 14 | $369 |
 Howmet Aerospace Inc. | HWM | 14 | $3.76K |
 Microchip Technology Incorporated | MCHP | 14 | $1.28K |