Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Royal Gold, Inc. | RGLD | 1 | $200 |
 Kaiser Aluminum Corporation | KALU | 1 | $196 |
 Ligand Pharmaceuticals Incorporated | LGND | 1 | $316 |
 J&J Snack Foods Corp. | JJSF | 1 | $73 |
 Dave Inc. | DAVE | 1 | $373 |
 LCI Industries | LCII | 1 | $106 |
 Strategic Education, Inc. | STRA | 1 | $77 |
 Kadant Inc. | KAI | 1 | $314 |
 Inter Parfums, Inc. | IPAR | 1 | $112 |
 Inspire Medical Systems, Inc. | INSP | 1 | $45 |
 Argan, Inc. | AGX | 1 | $799 |
 Alpha Metallurgical Resources, Inc. | AMR | 1 | $165 |
 Impinj, Inc. | PI | 1 | $143 |
 Saul Centers, Inc. | BFS | 1 | $37 |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 1 | $380 |
 Tootsie Roll Industries, Inc. | TR | 1 | $40 |
 Astec Industries, Inc. | ASTE | 1 | $61 |
 ANI Pharmaceuticals, Inc. | ANIP | 1 | $83 |
 Asbury Automotive Group, Inc. | ABG | 1 | $201 |
 Innospec Inc. | IOSP | 1 | $81 |