Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CME Group Inc. | CME | 47 | $10.38K |
 Kimberly-Clark Corporation | KMB | 47 | $5.16K |
 Elevance Health Inc. | ELV | 47 | $18.18K |
 United Rentals, Inc. | URI | 48 | $54.38K |
 GE Vernova Inc. | GEV | 48 | $56.39K |
 Citigroup Inc. | C | 49 | $6.86K |
 Blue Owl Capital Inc. | OWL | 52 | $455 |
 Lumen Technologies, Inc. | LUMN | 52 | $399 |
 3M Company | MMM | 53 | $8.58K |
 Murphy USA Inc. | MUSA | 54 | $29.1K |
 American Tower Corporation | AMT | 55 | $9K |
 Principal Financial Group, Inc. | PFG | 55 | $5.93K |
 PepsiCo, Inc. | PEP | 56 | $7.58K |
 PG&E Corporation | PCG | 57 | $959 |
 Deere & Company | DE | 57 | $36.16K |
 UnitedHealth Group Incorporated | UNH | 57 | $23.69K |
 MetLife, Inc. | MET | 57 | $4.82K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 58 | $27.7K |
 Merck & Co., Inc. | MRK | 58 | $7.45K |
 Waste Management, Inc. | WM | 59 | $13.15K |