Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cheniere Energy, Inc. | LNG | 17 | $4.06K |
 Patterson-UTI Energy, Inc. | PTEN | 18 | $165 |
 Amrize Ltd | AMRZ | 18 | $959 |
 Paychex, Inc. | PAYX | 18 | $1.77K |
 CRH plc | CRH | 18 | $1.93K |
 KKR & Co. Inc. | KKR | 18 | $1.65K |
 Xcel Energy Inc. | XEL | 18 | $1.45K |
 Weyerhaeuser Company | WY | 18 | $431 |
 American Electric Power Company, Inc. | AEP | 18 | $2.46K |
 Johnson Controls International plc | JCI | 19 | $2.78K |
 Block, Inc. | XYZ | 19 | $1.44K |
 Interactive Brokers Group, Inc. | IBKR | 19 | $1.65K |
 Welltower Inc. | WELL | 19 | $4.31K |
 Valero Energy Corporation | VLO | 20 | $5.21K |
 Baker Hughes Company | BKR | 20 | $1.11K |
 BGC Group, Inc | BGC | 20 | $214 |
 Corning Inc | GLW | 20 | $5.11K |
 The Kraft Heinz Company | KHC | 20 | $472 |
 Realty Income Corporation | O | 20 | $1.24K |
 Southwest Airlines Co. | LUV | 20 | $1.03K |