Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NCR Voyix Corporation | VYX | 8 | $65 |
 Dell Technologies Inc. | DELL | 8 | $3.45K |
 Datadog, Inc. | DDOG | 8 | $2.08K |
 TG Therapeutics, Inc. | TGTX | 8 | $440 |
 The Wendy's Company | WEN | 8 | $66 |
 LegalZoom.com, Inc. | LZ | 8 | $49 |
 Hertz Global Holdings, Inc. | HTZ | 8 | $18 |
 IonQ, Inc. | IONQ | 8 | $426 |
 Life Time Group Holdings, Inc. | LTH | 8 | $327 |
 Zurn Elkay Water Solutions Corporation | ZWS | 8 | $404 |
 Archer-Daniels-Midland Company | ADM | 8 | $611 |
 Zoetis Inc. | ZTS | 8 | $575 |
 Blackstone Mortgage Trust, Inc. | BXMT | 8 | $136 |
 Amentum Holdings, Inc. | AMTM | 8 | $165 |
 Outfront Media Inc. | OUT | 8 | $262 |
 Agnico Eagle Mines Limited | AEM | 8 | $1.24K |
 Crown Castle Inc. | CCI | 8 | $606 |
 Cardinal Health, Inc. | CAH | 8 | $1.9K |
 WEC Energy Group, Inc. | WEC | 8 | $934 |
 Enphase Energy, Inc. | ENPH | 7 | $345 |