Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fidelity National Financial, Inc. | FNF | 11.38K | $536.81K |
 Kenvue Inc. | KVUE | 10.35K | $197.87K |
 Union Pacific Corporation | UNP | 10.02K | $2.72M |
 Johnson & Johnson | JNJ | 9.86K | $2.5M |
 Carnival Corporation & plc | CCL | 9.72K | $277.81K |
 AutoNation, Inc. | AN | 9.64K | $1.79M |
 The Southern Company | SO | 8.9K | $851.6K |
 CSX Corporation | CSX | 8.78K | $417.27K |
 Agilent Technologies, Inc. | A | 8.36K | $1.11M |
 Oracle Corporation | ORCL | 8.17K | $1.2M |
 Ball Corporation | BALL | 7.73K | $482.6K |
 QUALCOMM Incorporated | QCOM | 7.48K | $1.38M |
 Visa Inc. | V | 7.47K | $2.56M |
 Microsoft Corporation | MSFT | 7.43K | $2.77M |
 PayPal Holdings, Inc. | PYPL | 7.27K | $313.75K |
 Target Corporation | TGT | 6.82K | $891.28K |
 Amgen Inc. | AMGN | 6.52K | $2.36M |
 Illinois Tool Works Inc. | ITW | 6.34K | $1.71M |
 Chevron Corporation | CVX | 6.1K | $1.01M |
 The Clorox Company | CLX | 6.05K | $577.13K |