Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Schrödinger, Inc. | SDGR | 3 | $49 |
 United Natural Foods, Inc. | UNFI | 3 | $137 |
 Vericel Corporation | VCEL | 3 | $133 |
 Power Integrations, Inc. | POWI | 3 | $251 |
 Glaukos Corporation | GKOS | 3 | $419 |
 Perdoceo Education Corporation | PRDO | 3 | $96 |
 Marten Transport, Ltd. | MRTN | 3 | $52 |
 SBA Communications Corporation | SBAC | 3 | $529 |
 Arcosa, Inc. | ACA | 3 | $436 |
 Getty Realty Corp. | GTY | 3 | $100 |
 Community Bank System, Inc. | CBU | 3 | $201 |
 InvenTrust Properties Corp. | IVT | 3 | $106 |
 Bright Horizons Family Solutions Inc. | BFAM | 3 | $213 |
 H.B. Fuller Company | FUL | 3 | $175 |
 Freshpet, Inc. | FRPT | 3 | $177 |
 Enovis Corporation | ENOV | 3 | $62 |
 SolarEdge Technologies, Inc. | SEDG | 3 | $175 |
 Cohu, Inc. | COHU | 3 | $222 |
 Independent Bank Corp. | INDB | 3 | $251 |
 Trustmark Corporation | TRMK | 3 | $138 |