Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 LifeStance Health Group, Inc. | LFST | 12 | $129 |
 Atlassian Corporation | TEAM | 12 | $933 |
 Entergy Corporation | ETR | 12 | $1.38K |
 Lennar Corporation | LEN-B | 12 | $1.06K |
 Royalty Pharma plc | RPRX | 12 | $673 |
 APi Group Corporation | APG | 12 | $508 |
 Lululemon Athletica Inc. | LULU | 12 | $1.37K |
 Magnolia Oil & Gas Corporation | MGY | 12 | $307 |
 Vertiv Holdings Co | VRT | 12 | $4.02K |
 Credit Acceptance Corporation | CACC | 12 | $7.64K |
 Apple Hospitality REIT, Inc. | APLE | 12 | $202 |
 Neogen Corporation | NEOG | 12 | $108 |
 Parker-Hannifin Corporation | PH | 12 | $11.74K |
 Rocket Lab USA, Inc. | RKLB | 12 | $1.22K |
 Chubb Limited | CB | 12 | $4.09K |
 Box, Inc. | BOX | 12 | $318 |
| ER EQUITY RESIDENTIAL SH BEN INT | EQR | 12 | $815 |
 Fortive Corporation | FTV | 12 | $733 |
 State Street Corporation | STT | 12 | $2.04K |
 The Travelers Companies, Inc. | TRV | 12 | $3.96K |