Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Norwegian Cruise Line Holdings Ltd. | NCLH | 100 | $2.11K |
 Colgate-Palmolive Company | CL | 104 | $9.54K |
 Advanced Micro Devices, Inc. | AMD | 109 | $63.32K |
 Duke Energy Corporation | DUK | 118 | $14.94K |
 Nasdaq, Inc. | NDAQ | 119 | $9.38K |
 Accenture plc | ACN | 119 | $14.81K |
 Nucor Corporation | NUE | 121 | $26.95K |
 Constellation Brands, Inc. | STZ | 122 | $16.97K |
 Marvell Technology, Inc. | MRVL | 123 | $36.64K |
 Huntington Bancshares Incorporated | HBAN | 129 | $2.29K |
 Huntsman Corporation | HUN | 129 | $1.37K |
 Trump Media & Technology Group Corp. | DJT | 135 | $1.04K |
 Pfizer Inc. | PFE | 137 | $3.3K |
 ServiceNow, Inc. | NOW | 138 | $13.7K |
 Devon Energy Corporation | DVN | 143 | $5.91K |
 Extra Space Storage Inc. | EXR | 151 | $21.94K |
 Verizon Communications Inc. | VZ | 157 | $6.65K |
 CrowdStrike Holdings, Inc. | CRWD | 162 | $123.63K |
 Trane Technologies plc | TT | 167 | $82.02K |
 The Boeing Company | BA | 171 | $37.02K |