Stock Taper

DAVIS CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Aon plcAON27$8.96K
Prologis, Inc.PLD26$3.52K
Salesforce, Inc.CRM25$3.92K
International Paper CompanyIP25$953
Simon Property Group, Inc.SPG25$5.59K
Alibaba Group Holding LimitedBABA24$2.3K
Newell Brands Inc.NWL24$147
Dominion Energy, Inc.D24$1.64K
EOG Resources, Inc.EOG24$3.11K
Rocket Companies, Inc.RKT24$378
General Motors CompanyGM24$1.85K
Peloton Interactive, Inc.PTON23$136
CenterPoint Energy, Inc.CNP23$1.01K
Regions Financial CorporationRF23$695
PPL CorporationPPL23$836
NiSource IncNI23$1.09K
Lyft, Inc.LYFT22$321
Sandisk CorporationSNDK22$50.02K
VICI Properties Inc.VICI22$584
Robinhood Markets, Inc.HOOD22$2.21K