Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
| TH TWO HARBORS INVENTMENT CORPOR COM | TWO | 6 | $74 |
 Easterly Government Properties, Inc. | DEA | 6 | $150 |
 Targa Resources Corp. | TRGP | 6 | $1.61K |
 ARMOUR Residential REIT, Inc. | ARR | 6 | $105 |
 Terreno Realty Corporation | TRNO | 6 | $389 |
 Royal Caribbean Cruises Ltd. | RCL | 6 | $1.91K |
 Twilio Inc. | TWLO | 5 | $1.03K |
 Grocery Outlet Holding Corp. | GO | 5 | $50 |
 Take-Two Interactive Software, Inc. | TTWO | 5 | $1.25K |
 MaxLinear, Inc. | MXL | 5 | $640 |
 NXP Semiconductors N.V. | NXPI | 5 | $1.41K |
 Teradata Corporation | TDC | 5 | $173 |
 Virgin Galactic Holdings, Inc. | SPCE | 5 | $14 |
 Renasant Corporation | RNST | 5 | $213 |
 Autodesk, Inc. | ADSK | 5 | $972 |
 Fortrea Holdings Inc. | FTRE | 5 | $87 |
 Robert Half Inc. | RHI | 5 | $154 |
 Kodiak Gas Services, Inc. | KGS | 5 | $376 |
 Sally Beauty Holdings, Inc. | SBH | 5 | $71 |
 Acadia Healthcare Company, Inc. | ACHC | 5 | $148 |