Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Hilton Worldwide Holdings Inc. | HLT | 32 | $10.57K |
 KLA Corporation | KLAC | 32 | $9.65K |
 Main Street Capital Corporation | MAIN | 33 | $1.71K |
 ADT Inc. | ADT | 33 | $215 |
 Lam Research Corporation | LRCX | 33 | $14.3K |
 Freeport-McMoRan Inc. | FCX | 34 | $2.14K |
 Exelon Corporation | EXC | 35 | $1.63K |
 White Mountains Insurance Group, Ltd. | WTM | 37 | $76.72K |
 Newmont Corporation | NEM | 37 | $3.46K |
 CVS Health Corp. | CVS | 38 | $3.93K |
 D.R. Horton, Inc. | DHI | 39 | $6.35K |
 S&P Global Inc. | SPGI | 40 | $16.29K |
 Corteva, Inc. | CTVA | 41 | $3.47K |
 Keurig Dr Pepper Inc. | KDP | 42 | $1.38K |
 Intuitive Surgical, Inc. | ISRG | 42 | $16.7K |
 Boston Scientific Corporation | BSX | 44 | $1.88K |
 KeyCorp | KEY | 45 | $1.04K |
 Uber Technologies, Inc. | UBER | 46 | $3.32K |
 Fastenal Company | FAST | 47 | $2.26K |
 NIKE, Inc. | NKE | 47 | $1.93K |