Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Hewlett Packard Enterprise Company | HPE | 375 | $16.91K |
 Quest Diagnostics Incorporated | DGX | 364 | $77.15K |
 Arrow Electronics, Inc. | ARW | 352 | $75.12K |
 Monster Beverage Corporation | MNST | 320 | $30.76K |
 Ferguson plc | FERG | 308 | $73.1K |
 Applied Materials, Inc. | AMAT | 306 | $221.24K |
 Dover Corporation | DOV | 271 | $60.78K |
 Netflix, Inc. | NFLX | 271 | $19.35K |
 GLOBALFOUNDRIES Inc. | GFS | 270 | $22.25K |
 CoStar Group, Inc. | CSGP | 246 | $6.97K |
 Starbucks Corporation | SBUX | 244 | $24.93K |
 Marathon Petroleum Corporation | MPC | 238 | $60.85K |
 Palantir Technologies Inc. | PLTR | 238 | $27.77K |
 Primerica, Inc. | PRI | 238 | $67.64K |
 Morgan Stanley | MS | 237 | $49.54K |
 Intel Corp. | INTC | 237 | $33.09K |
 Caterpillar Inc. | CAT | 237 | $252.38K |
 U.S. Bancorp | USB | 231 | $13.95K |
 FirstCash Holdings, Inc | FCFS | 226 | $48.89K |
 Tesla, Inc. | TSLA | 223 | $93.79K |