Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apollo Global Management, Inc. | APO | 14 | $1.66K |
 Tractor Supply Company | TSCO | 15 | $474 |
 Invitation Homes Inc. | INVH | 15 | $453 |
 Delta Air Lines, Inc. | DAL | 15 | $1.41K |
 Pinterest, Inc. | PINS | 15 | $315 |
 Otis Worldwide Corporation | OTIS | 15 | $1.07K |
 Dow Inc. | DOW | 15 | $410 |
 PACCAR Inc | PCAR | 15 | $1.8K |
 Brown & Brown, Inc. | BRO | 16 | $1.03K |
 American International Group, Inc. | AIG | 16 | $1.19K |
 Payoneer Global Inc. | PAYO | 16 | $114 |
 JetBlue Airways Corporation | JBLU | 16 | $92 |
 Under Armour, Inc. | UAA | 17 | $109 |
 Edwards Lifesciences Corporation | EW | 17 | $1.54K |
 Centene Corp. | CNC | 17 | $1.09K |
 The Western Union Company | WU | 17 | $131 |
 FirstEnergy Corp. | FE | 17 | $808 |
 TPG Inc. | TPG | 17 | $689 |
 Rollins, Inc. | ROL | 17 | $710 |
 Intuit Inc. | INTU | 17 | $4.44K |