Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Super Micro Computer, Inc. | SMCI | 11 | $323 |
 MDU Resources Group, Inc. | MDU | 11 | $233 |
 Carvana Co. | CVNA | 11 | $724 |
 Somnigroup International Inc | SGI | 11 | $862 |
 GE HealthCare Technologies Inc. | GEHC | 11 | $704 |
 DraftKings Inc. | DKNG | 11 | $278 |
 Global Net Lease, Inc. | GNL | 11 | $98 |
 Essential Properties Realty Trust, Inc. | EPRT | 11 | $328 |
 Ares Management Corporation | ARES | 11 | $1.22K |
 Workday, Inc. | WDAY | 11 | $1.35K |
 DoorDash, Inc. | DASH | 11 | $2.03K |
 CMS Energy Corporation | CMS | 11 | $842 |
 PPG Industries, Inc. | PPG | 11 | $1.33K |
 Sunstone Hotel Investors, Inc. | SHO | 11 | $126 |
 DiamondRock Hospitality Company | DRH | 11 | $134 |
 Eversource Energy | ES | 11 | $795 |
 Caesars Entertainment, Inc. | CZR | 11 | $332 |
 Arch Capital Group Ltd. | ACGL | 11 | $1.07K |
 Phillips 66 | PSX | 10 | $1.69K |
 Dnow Inc. | DNOW | 10 | $130 |