Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Murphy USA Inc. | MUSA | 54 | $29.1K |
 3M Company | MMM | 53 | $8.58K |
 Lumen Technologies, Inc. | LUMN | 52 | $399 |
 Blue Owl Capital Inc. | OWL | 52 | $455 |
 Citigroup Inc. | C | 49 | $6.86K |
 United Rentals, Inc. | URI | 48 | $54.38K |
 GE Vernova Inc. | GEV | 48 | $56.39K |
 Kimberly-Clark Corporation | KMB | 47 | $5.16K |
 Elevance Health Inc. | ELV | 47 | $18.18K |
 Fastenal Company | FAST | 47 | $2.26K |
 NIKE, Inc. | NKE | 47 | $1.93K |
 CME Group Inc. | CME | 47 | $10.38K |
 Uber Technologies, Inc. | UBER | 46 | $3.32K |
 KeyCorp | KEY | 45 | $1.04K |
 Boston Scientific Corporation | BSX | 44 | $1.88K |
 Keurig Dr Pepper Inc. | KDP | 42 | $1.38K |
 Intuitive Surgical, Inc. | ISRG | 42 | $16.7K |
 Corteva, Inc. | CTVA | 41 | $3.47K |
 S&P Global Inc. | SPGI | 40 | $16.29K |
 D.R. Horton, Inc. | DHI | 39 | $6.35K |