Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NMI Holdings, Inc. | NMIH | 4 | $164 |
 Moody's Corporation | MCO | 4 | $1.81K |
 Mohawk Industries, Inc. | MHK | 4 | $485 |
 MillerKnoll, Inc. | MLKN | 4 | $82 |
 BankUnited, Inc. | BKU | 4 | $194 |
 Progyny, Inc. | PGNY | 4 | $115 |
 MasTec, Inc. | MTZ | 4 | $1.66K |
 Revolution Medicines, Inc. | RVMD | 4 | $749 |
 AerCap Holdings N.V. | AER | 4 | $583 |
 Steven Madden, Ltd. | SHOO | 4 | $168 |
 Live Nation Entertainment, Inc. | LYV | 4 | $732 |
 Life360, Inc. | LIF | 4 | $221 |
 Quanta Services, Inc. | PWR | 4 | $2.88K |
 Academy Sports and Outdoors, Inc. | ASO | 4 | $189 |
 California Resources Corp | CRC | 4 | $211 |
 Kennametal Inc. | KMT | 4 | $140 |
 Integra LifeSciences Holdings Corporation | IART | 4 | $72 |
 Illumina, Inc. | ILMN | 4 | $703 |
 Healthcare Services Group, Inc. | HCSG | 4 | $98 |
 HNI Corporation | HNI | 4 | $162 |