Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Johnson Controls International plc | JCI | 19 | $2.78K |
 Amrize Ltd | AMRZ | 18 | $959 |
 Patterson-UTI Energy, Inc. | PTEN | 18 | $165 |
 KKR & Co. Inc. | KKR | 18 | $1.65K |
 Xcel Energy Inc. | XEL | 18 | $1.45K |
 American Electric Power Company, Inc. | AEP | 18 | $2.46K |
 Weyerhaeuser Company | WY | 18 | $431 |
 Paychex, Inc. | PAYX | 18 | $1.77K |
 CRH plc | CRH | 18 | $1.93K |
 FirstEnergy Corp. | FE | 17 | $808 |
 TPG Inc. | TPG | 17 | $689 |
 Under Armour, Inc. | UAA | 17 | $109 |
 Edwards Lifesciences Corporation | EW | 17 | $1.54K |
 Cheniere Energy, Inc. | LNG | 17 | $4.06K |
 Intuit Inc. | INTU | 17 | $4.44K |
 Rollins, Inc. | ROL | 17 | $710 |
 Centene Corp. | CNC | 17 | $1.09K |
 The Western Union Company | WU | 17 | $131 |
 Brown & Brown, Inc. | BRO | 16 | $1.03K |
 American International Group, Inc. | AIG | 16 | $1.19K |