Stock Taper

DAVIS CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
General Motors CompanyGM24$1.85K
Newell Brands Inc.NWL24$147
Alibaba Group Holding LimitedBABA24$2.3K
EOG Resources, Inc.EOG24$3.11K
Dominion Energy, Inc.D24$1.64K
International Paper CompanyIP25$953
Simon Property Group, Inc.SPG25$5.59K
Salesforce, Inc.CRM25$3.92K
Prologis, Inc.PLD26$3.52K
Texas Instruments IncorporatedTXN27$8.05K
Aon plcAON27$8.96K
Fifth Third BancorpFITB27$1.52K
Chipotle Mexican Grill, Inc.CMG27$918
Arista Networks, Inc.ANET28$4.76K
Analog Devices, Inc.ADI28$11.12K
American Express CompanyAXP29$9.81K
Rithm Capital Corp.RITM30$282
The TJX Companies, Inc.TJX30$4.54K
Truist Financial CorporationTFC31$1.54K
HP Inc.HPQ32$702