Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Constellation Energy Corporation | CEG | 7 | $1.74K |
 Sonos, Inc. | SONO | 7 | $95 |
 Bloom Energy Corporation | BE | 7 | $2.12K |
 Indivior Pharmaceuticals Inc | INDV | 7 | $287 |
 Peabody Energy Corporation | BTU | 7 | $162 |
 PENN Entertainment, Inc. | PENN | 7 | $150 |
 Provident Financial Services, Inc. | PFS | 7 | $165 |
| EA ELECTRONIC ARTS INC COM | EA | 7 | $1.44K |
 Apollo Commercial Real Estate Finance, Inc. | ARI | 7 | $75 |
 RPC, Inc. | RES | 7 | $41 |
 Extreme Networks, Inc. | EXTR | 7 | $227 |
 NeoGenomics, Inc. | NEO | 7 | $102 |
 The Sherwin-Williams Company | SHW | 7 | $2.41K |
 Ellington Financial Inc. | EFC | 7 | $95 |
 Keysight Technologies, Inc. | KEYS | 7 | $2.45K |
 Capitol Federal Financial, Inc. | CFFN | 7 | $60 |
 Broadridge Financial Solutions, Inc. | BR | 7 | $959 |
 AMETEK, Inc. | AME | 7 | $1.69K |
 Urban Edge Properties | UE | 7 | $160 |
 Vishay Intertechnology, Inc. | VSH | 7 | $376 |