Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Synchrony Financial | SYF | 10 | $761 |
 Yum! Brands, Inc. | YUM | 10 | $1.6K |
 Ross Stores, Inc. | ROST | 10 | $2.13K |
 Fulton Financial Corporation | FULT | 10 | $242 |
 WillScot Holdings Corporation | WSC | 10 | $289 |
 Broadstone Net Lease, Inc. | BNL | 10 | $207 |
 Eastern Bankshares, Inc. | EBC | 10 | $222 |
 Viking Holdings Ltd | VIK | 10 | $1.05K |
 The Kroger Co. | KR | 10 | $555 |
 Digital Realty Trust, Inc. | DLR | 10 | $1.8K |
 Arbor Realty Trust | ABR | 10 | $54 |
 Uniti Group Inc. | UNIT | 10 | $115 |
 Samsara Inc. | IOT | 10 | $324 |
 Iron Mountain Incorporated | IRM | 10 | $1.26K |
 Archrock, Inc. | AROC | 10 | $407 |
 Church & Dwight Co., Inc. | CHD | 10 | $969 |
 PulteGroup, Inc. | PHM | 10 | $1.37K |
 Public Service Enterprise Group Incorporated | PEG | 10 | $812 |
 Amneal Pharmaceuticals, Inc. | AMRX | 10 | $173 |
 RXO, Inc. | RXO | 9 | $248 |