Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ONEOK, Inc. | OKE | 9 | $782 |
 Certara, Inc. | CERT | 9 | $59 |
 Alignment Healthcare, Inc. | ALHC | 9 | $214 |
 BrightSpring Health Services, Inc. Common Stock | BTSG | 9 | $628 |
 Northern Oil and Gas, Inc. | NOG | 9 | $163 |
 Zimmer Biomet Holdings, Inc. | ZBH | 9 | $775 |
 Sprinklr, Inc. | CXM | 9 | $46 |
 Ameren Corporation | AEE | 9 | $1.02K |
 American Eagle Outfitters, Inc. | AEO | 9 | $155 |
 Cognizant Technology Solutions Corporation | CTSH | 9 | $349 |
 DXC Technology Company | DXC | 9 | $80 |
 MasterBrand, Inc. | MBC | 9 | $93 |
 Western Digital Corporation | WDC | 9 | $5.75K |
 Remitly Global, Inc. | RELY | 9 | $202 |
 Redwood Trust, Inc. | RWT | 9 | $43 |
 Liberty Energy Inc. | LBRT | 9 | $236 |
 Northrop Grumman Corporation | NOC | 9 | $4.58K |
 O-I Glass, Inc. | OI | 9 | $87 |
 Venture Global, Inc. | VG | 9 | $100 |
 Zoom Communications, Inc. | ZM | 9 | $777 |