Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bristol-Myers Squibb Company | BMY | 59 | $3.4K |
 SoFi Technologies, Inc. | SOFI | 60 | $1.08K |
 Diageo plc | DEO | 60 | $4.82K |
 Micron Technology, Inc. | MU | 61 | $70.41K |
 Eli Lilly and Company | LLY | 61 | $73.17K |
 Louisiana-Pacific Corporation | LPX | 63 | $4.96K |
 Warner Bros. Discovery, Inc. | WBD | 65 | $1.73K |
 The Progressive Corporation | PGR | 66 | $14.42K |
 Prudential Financial, Inc. | PRU | 73 | $7.88K |
 RTX Corporation | RTX | 76 | $14.42K |
 Circle Internet Group | CRCL | 78 | $4.88K |
 Fidelity National Information Services, Inc. | FIS | 78 | $3.03K |
 Gilead Sciences, Inc. | GILD | 80 | $10.11K |
 GE Aerospace | GE | 81 | $30.22K |
 The Walt Disney Company | DIS | 85 | $8.18K |
 The Williams Companies, Inc. | WMB | 86 | $6.39K |
 EQT Corporation | EQT | 87 | $4.63K |
 Ford Motor Company | F | 91 | $1.26K |
 Space Exploration Technologies Corp. | SPCX | 96 | $16.4K |
 Sempra | SRE | 98 | $9.09K |