Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Hawkins, Inc. | HWKN | 1 | $142 |
 ScanSource, Inc. | SCSC | 1 | $52 |
 Scholastic Corporation | SCHL | 1 | $46 |
 HCI Group, Inc. | HCI | 1 | $175 |
 Group 1 Automotive, Inc. | GPI | 1 | $291 |
 EnPro Industries, Inc. | NPO | 1 | $377 |
 United Fire Group, Inc. | UFCS | 1 | $52 |
 Apogee Enterprises, Inc. | APOG | 1 | $46 |
 ArcBest Corp | ARCB | 1 | $144 |
 Donnelley Financial Solutions, Inc. | DFIN | 1 | $42 |
 Sirius XM Holdings Inc. | SIRI | 1 | $30 |
 Pool Corporation | POOL | 1 | $215 |
 Sezzle Inc. | SEZL | 1 | $172 |
 MYR Group Inc. | MYRG | 1 | $500 |
 UniFirst Corporation | UNF | 1 | $264 |
 Snap-on Incorporated | SNA | 1 | $402 |
 Ethan Allen Interiors Inc. | ETD | 1 | $22 |
 Essex Property Trust, Inc. | ESS | 1 | $292 |
 ESCO Technologies Inc. | ESE | 1 | $350 |
 Equifax Inc. | EFX | 1 | $159 |