Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CoStar Group, Inc. | CSGP | 246 | $6.97K |
 GLOBALFOUNDRIES Inc. | GFS | 270 | $22.25K |
 Dover Corporation | DOV | 271 | $60.78K |
 Netflix, Inc. | NFLX | 271 | $19.35K |
 Applied Materials, Inc. | AMAT | 306 | $221.24K |
 Ferguson plc | FERG | 308 | $73.1K |
 Monster Beverage Corporation | MNST | 320 | $30.76K |
 Arrow Electronics, Inc. | ARW | 352 | $75.12K |
 Quest Diagnostics Incorporated | DGX | 364 | $77.15K |
 Hewlett Packard Enterprise Company | HPE | 375 | $16.91K |
 Knight-Swift Transportation Holdings Inc. | KNX | 404 | $31.46K |
 ConocoPhillips | COP | 439 | $45.65K |
 Sysco Corporation | SYY | 454 | $37.95K |
 Philip Morris International Inc. | PM | 463 | $83.76K |
 Abbott Laboratories | ABT | 485 | $44.01K |
 NetEase, Inc. | NTES | 500 | $64.07K |
 General Mills, Inc. | GIS | 541 | $18.83K |
 The Toro Company | TTC | 552 | $53.73K |
 Emerson Electric Co. | EMR | 579 | $82.88K |
 BJ's Wholesale Club Holdings, Inc. | BJ | 599 | $52.24K |