Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Copart, Inc. | CPRT | 20 | $564 |
 Coeur Mining, Inc. | CDE | 20 | $326 |
 Marathon Digital Holdings, Inc. | MARA | 21 | $292 |
 Fortinet, Inc. | FTNT | 21 | $3.23K |
 Citizens Financial Group, Inc. | CFG | 21 | $1.47K |
 Jabil Inc. | JBL | 21 | $8.1K |
 Genworth Financial, Inc. | GNW | 21 | $199 |
 Smurfit Westrock plc | SW | 21 | $971 |
 Palo Alto Networks, Inc. | PANW | 21 | $7.16K |
 Capital One Financial Corporation | COF | 21 | $4.21K |
 Lyft, Inc. | LYFT | 22 | $321 |
 Robinhood Markets, Inc. | HOOD | 22 | $2.21K |
 Sandisk Corporation | SNDK | 22 | $50.02K |
 VICI Properties Inc. | VICI | 22 | $584 |
 Peloton Interactive, Inc. | PTON | 23 | $136 |
 CenterPoint Energy, Inc. | CNP | 23 | $1.01K |
 PPL Corporation | PPL | 23 | $836 |
 NiSource Inc | NI | 23 | $1.09K |
 Regions Financial Corporation | RF | 23 | $695 |
 Rocket Companies, Inc. | RKT | 24 | $378 |