Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 RTX Corporation | RTX | 76 | $14.42K |
 Prudential Financial, Inc. | PRU | 73 | $7.88K |
 The Progressive Corporation | PGR | 66 | $14.42K |
 Warner Bros. Discovery, Inc. | WBD | 65 | $1.73K |
 Louisiana-Pacific Corporation | LPX | 63 | $4.96K |
 Micron Technology, Inc. | MU | 61 | $70.41K |
 Eli Lilly and Company | LLY | 61 | $73.17K |
 SoFi Technologies, Inc. | SOFI | 60 | $1.08K |
 Diageo plc | DEO | 60 | $4.82K |
 Waste Management, Inc. | WM | 59 | $13.15K |
 Bristol-Myers Squibb Company | BMY | 59 | $3.4K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 58 | $27.7K |
 Merck & Co., Inc. | MRK | 58 | $7.45K |
 PG&E Corporation | PCG | 57 | $959 |
 Deere & Company | DE | 57 | $36.16K |
 UnitedHealth Group Incorporated | UNH | 57 | $23.69K |
 MetLife, Inc. | MET | 57 | $4.82K |
 PepsiCo, Inc. | PEP | 56 | $7.58K |
 Principal Financial Group, Inc. | PFG | 55 | $5.93K |
 American Tower Corporation | AMT | 55 | $9K |