Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Payoneer Global Inc. | PAYO | 16 | $114 |
 JetBlue Airways Corporation | JBLU | 16 | $92 |
 Invitation Homes Inc. | INVH | 15 | $453 |
 Otis Worldwide Corporation | OTIS | 15 | $1.07K |
 Delta Air Lines, Inc. | DAL | 15 | $1.41K |
 Tractor Supply Company | TSCO | 15 | $474 |
 PACCAR Inc | PCAR | 15 | $1.8K |
 Dow Inc. | DOW | 15 | $410 |
 Pinterest, Inc. | PINS | 15 | $315 |
 Apollo Global Management, Inc. | APO | 14 | $1.66K |
 LKQ Corporation | LKQ | 14 | $369 |
 Airbnb, Inc. | ABNB | 14 | $2K |
 Affirm Holdings, Inc. | AFRM | 14 | $1.14K |
 Organon & Co. | OGN | 14 | $190 |
 ON Semiconductor Corporation | ON | 14 | $1.32K |
 Howmet Aerospace Inc. | HWM | 14 | $3.76K |
 CleanSpark, Inc. | CLSK | 14 | $204 |
 Halliburton Company | HAL | 14 | $475 |
 eBay Inc. | EBAY | 14 | $1.56K |
 Microchip Technology Incorporated | MCHP | 14 | $1.28K |