Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Curtiss-Wright Corporation | CW | 1 | $758 |
 Teledyne Technologies Incorporated | TDY | 1 | $667 |
 City Holding Company | CHCO | 1 | $133 |
 Tennant Company | TNC | 1 | $88 |
 Medline Inc. | MDLN | 1 | $39 |
 BJ's Restaurants, Inc. | BJRI | 1 | $61 |
 XPO Logistics, Inc. | XPO | 1 | $205 |
 Westamerica Bancorporation | WABC | 1 | $59 |
 Triumph Financial, Inc. | TFIN | 1 | $76 |
 Enova International, Inc. | ENVA | 1 | $241 |
 Cracker Barrel Old Country Store | CBRL | 1 | $53 |
 EMCOR Group, Inc. | EME | 1 | $830 |
 WD-40 Company | WDFC | 1 | $244 |
 Centerspace | CSR | 1 | $56 |
 HealthStream, Inc. | HSTM | 1 | $27 |
 MKS Inc. | MKSI | 1 | $445 |
 Addus HomeCare Corporation | ADUS | 1 | $100 |
 Goosehead Insurance, Inc | GSHD | 1 | $49 |
 Plexus Corp. | PLXS | 1 | $301 |
 Oxford Industries, Inc. | OXM | 1 | $35 |