Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ePlus inc. | PLUS | 1 | $83 |
 Standard Motor Products, Inc. | SMP | 1 | $39 |
 Phibro Animal Health Corporation | PAHC | 1 | $31 |
 Standex International Corporation | SXI | 1 | $358 |
 Unitil Corporation | UTL | 1 | $53 |
 Encore Capital Group, Inc. | ECPG | 1 | $93 |
 Universal Health Realty Income Trust | UHT | 1 | $44 |
 Employers Holdings, Inc. | EIG | 1 | $50 |
 U.S. Physical Therapy, Inc. | USPH | 1 | $69 |
 Stepan Co | SCL | 1 | $56 |
 BancFirst Corporation | BANF | 1 | $111 |
 Charter Communications, Inc. | CHTR | 1 | $142 |
 Universal Corporation | UVV | 1 | $52 |
 LGI Homes, Inc. | LGIH | 1 | $64 |
 PJT Partners Inc. | PJT | 1 | $151 |
 IDEXX Laboratories, Inc. | IDXX | 1 | $526 |
 ICU Medical, Inc. | ICUI | 1 | $147 |
 DICK'S Sporting Goods, Inc. | DKS | 1 | $227 |
 Installed Building Products, Inc. | IBP | 1 | $230 |
 DXP Enterprises, Inc. | DXPE | 1 | $169 |