Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cushman & Wakefield plc | CWK | 13 | $174 |
 Roblox Corporation | RBLX | 13 | $707 |
 Crescent Energy Company | CRGY | 13 | $128 |
 Occidental Petroleum Corporation | OXY | 13 | $631 |
 Match Group, Inc. | MTCH | 13 | $495 |
 Linde plc | LIN | 13 | $6.75K |
 Element Solutions Inc | ESI | 13 | $621 |
 Ventas, Inc. | VTR | 13 | $1.15K |
 Mirion Technologies, Inc. | MIR | 13 | $233 |
 ADMA Biologics, Inc. | ADMA | 13 | $109 |
 DexCom, Inc. | DXCM | 13 | $876 |
 Toast, Inc. | TOST | 13 | $362 |
 The Carlyle Group Inc. | CG | 13 | $547 |
 Sunrun Inc. | RUN | 13 | $174 |
 Automatic Data Processing, Inc. | ADP | 13 | $2.91K |
 Consolidated Edison, Inc. | ED | 12 | $1.33K |
 SM Energy Company | SM | 12 | $313 |
 Flowers Foods, Inc. | FLO | 12 | $95 |
 Cytek Biosciences, Inc. | CTKB | 12 | $53 |
 Phillips Edison & Co. | PECO | 12 | $499 |