Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Genworth Financial, Inc. | GNW | 21 | $199 |
 Jabil Inc. | JBL | 21 | $8.1K |
 Smurfit Westrock plc | SW | 21 | $971 |
 Fortinet, Inc. | FTNT | 21 | $3.23K |
 Marathon Digital Holdings, Inc. | MARA | 21 | $292 |
 Capital One Financial Corporation | COF | 21 | $4.21K |
 Citizens Financial Group, Inc. | CFG | 21 | $1.47K |
 Palo Alto Networks, Inc. | PANW | 21 | $7.16K |
 Realty Income Corporation | O | 20 | $1.24K |
 Coeur Mining, Inc. | CDE | 20 | $326 |
 BGC Group, Inc | BGC | 20 | $214 |
 The Kraft Heinz Company | KHC | 20 | $472 |
 Southwest Airlines Co. | LUV | 20 | $1.03K |
 Baker Hughes Company | BKR | 20 | $1.11K |
 Corning Inc | GLW | 20 | $5.11K |
 Copart, Inc. | CPRT | 20 | $564 |
 Valero Energy Corporation | VLO | 20 | $5.21K |
 Block, Inc. | XYZ | 19 | $1.44K |
 Welltower Inc. | WELL | 19 | $4.31K |
 Interactive Brokers Group, Inc. | IBKR | 19 | $1.65K |