Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cathay General Bancorp | CATY | 4 | $248 |
 Casella Waste Systems, Inc. | CWST | 4 | $388 |
 CarGurus, Inc. | CARG | 4 | $136 |
 Cactus, Inc. | WHD | 4 | $205 |
 CF Industries Holdings, Inc. | CF | 4 | $433 |
| VS VICTORIAS SECRET AND CO COMMON STOCK | VSCO | 4 | $334 |
 Virtu Financial, Inc. | VIRT | 4 | $238 |
 WaFd, Inc. | WAFD | 4 | $153 |
 The Buckle, Inc. | BKE | 3 | $127 |
 Central Pacific Financial Corp. | CPF | 3 | $115 |
 IQVIA Holdings Inc. | IQV | 3 | $580 |
 BlackLine, Inc. | BL | 3 | $84 |
 Schneider National, Inc. | SNDR | 3 | $110 |
 Energizer Holdings, Inc. | ENR | 3 | $64 |
 LXP Industrial Trust | LXP | 3 | $162 |
 Calix, Inc. | CALX | 3 | $112 |
 Cummins Inc. | CMI | 3 | $2.14K |
 World Kinect Corporation | WKC | 3 | $99 |
 Central Garden & Pet Company | CENTA | 3 | $116 |
 Merit Medical Systems, Inc. | MMSI | 3 | $208 |