Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Hayward Holdings, Inc. | HAYW | 2.15K | $37.29K |
 T-Mobile US, Inc. | TMUS | 1.85K | $310.64K |
 NextEra Energy, Inc. | NEE | 1.66K | $145.26K |
 Costco Wholesale Corporation | COST | 1.53K | $1.44M |
 Amphenol Corporation | APH | 1.5K | $263.77K |
 Enterprise Products Partners L.P. | EPD | 1.44K | $53.03K |
 Unilever PLC | UL | 1.35K | $80.98K |
 Gates Industrial Corporation plc | GTES | 1.34K | $37.45K |
 Fresenius Medical Care AG & Co. KGaA | FMS | 1.29K | $29.21K |
 Aflac Incorporated | AFL | 1.23K | $143.75K |
 Broadcom Inc. | AVGO | 1.22K | $459.34K |
 Bank of America Corporation | BAC | 1.18K | $67.3K |
 OneMain Holdings, Inc. | OMF | 1.06K | $64.93K |
 Carrier Global Corporation | CARR | 1.06K | $78.12K |
 McDonald's Corporation | MCD | 969 | $261.93K |
 FedEx Freight Holding Company, Inc. | FDXF | 958 | $144.66K |
 Blackstone Inc. | BX | 953 | $112.15K |
 Henry Schein, Inc. | HSIC | 932 | $77.84K |
 Stryker Corporation | SYK | 774 | $243.69K |
 United Parcel Service, Inc. | UPS | 704 | $75.68K |