Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Huntsman Corporation | HUN | 129 | $1.37K |
 Marvell Technology, Inc. | MRVL | 123 | $36.64K |
 Constellation Brands, Inc. | STZ | 122 | $16.97K |
 Nucor Corporation | NUE | 121 | $26.95K |
 Accenture plc | ACN | 119 | $14.81K |
 Nasdaq, Inc. | NDAQ | 119 | $9.38K |
 Duke Energy Corporation | DUK | 118 | $14.94K |
 Advanced Micro Devices, Inc. | AMD | 109 | $63.32K |
 Colgate-Palmolive Company | CL | 104 | $9.54K |
 Norwegian Cruise Line Holdings Ltd. | NCLH | 100 | $2.11K |
 Sempra | SRE | 98 | $9.09K |
 Space Exploration Technologies Corp. | SPCX | 96 | $16.4K |
 Ford Motor Company | F | 91 | $1.26K |
 EQT Corporation | EQT | 87 | $4.63K |
 The Williams Companies, Inc. | WMB | 86 | $6.39K |
 The Walt Disney Company | DIS | 85 | $8.18K |
 GE Aerospace | GE | 81 | $30.22K |
 Gilead Sciences, Inc. | GILD | 80 | $10.11K |
 Fidelity National Information Services, Inc. | FIS | 78 | $3.03K |
 Circle Internet Group | CRCL | 78 | $4.88K |