Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CVS Health Corp. | CVS | 38 | $3.93K |
 Newmont Corporation | NEM | 37 | $3.46K |
 White Mountains Insurance Group, Ltd. | WTM | 37 | $76.72K |
 Exelon Corporation | EXC | 35 | $1.63K |
 Freeport-McMoRan Inc. | FCX | 34 | $2.14K |
 ADT Inc. | ADT | 33 | $215 |
 Lam Research Corporation | LRCX | 33 | $14.3K |
 Main Street Capital Corporation | MAIN | 33 | $1.71K |
 HP Inc. | HPQ | 32 | $702 |
 Hilton Worldwide Holdings Inc. | HLT | 32 | $10.57K |
 KLA Corporation | KLAC | 32 | $9.65K |
 Truist Financial Corporation | TFC | 31 | $1.54K |
 The TJX Companies, Inc. | TJX | 30 | $4.54K |
 Rithm Capital Corp. | RITM | 30 | $282 |
 American Express Company | AXP | 29 | $9.81K |
 Arista Networks, Inc. | ANET | 28 | $4.76K |
 Analog Devices, Inc. | ADI | 28 | $11.12K |
 Chipotle Mexican Grill, Inc. | CMG | 27 | $918 |
 Fifth Third Bancorp | FITB | 27 | $1.52K |
 Texas Instruments Incorporated | TXN | 27 | $8.05K |