Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Marcus & Millichap, Inc. | MMI | 1 | $31 |
 MarineMax, Inc. | HZO | 1 | $37 |
 Plexus Corp. | PLXS | 1 | $301 |
 DICK'S Sporting Goods, Inc. | DKS | 1 | $227 |
 Martin Marietta Materials, Inc. | MLM | 1 | $577 |
 Triumph Financial, Inc. | TFIN | 1 | $76 |
 ArcBest Corp | ARCB | 1 | $144 |
 Materion Corporation | MTRN | 1 | $297 |
 Royal Gold, Inc. | RGLD | 1 | $200 |
 BancFirst Corporation | BANF | 1 | $111 |
 Universal Corporation | UVV | 1 | $52 |
 Mercury General Corporation | MCY | 1 | $107 |
 Donnelley Financial Solutions, Inc. | DFIN | 1 | $42 |
 Equifax Inc. | EFX | 1 | $159 |
 Preferred Bank | PFBC | 1 | $106 |
 U.S. Physical Therapy, Inc. | USPH | 1 | $69 |
 Alpha and Omega Semiconductor Limited | AOSL | 1 | $47 |
 Middlesex Water Company | MSEX | 1 | $56 |
 Saul Centers, Inc. | BFS | 1 | $37 |
 PJT Partners Inc. | PJT | 1 | $151 |