Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Public Storage | PSA | 3 | $955 |
 Safehold Inc. | SAFE | 3 | $47 |
 Darden Restaurants, Inc. | DRI | 3 | $618 |
 Quanex Building Products Corporation | NX | 3 | $56 |
 ACM Research, Inc. | ACMR | 3 | $381 |
 Cincinnati Financial Corporation | CINF | 3 | $555 |
 WSFS Financial Corporation | WSFS | 3 | $230 |
 Cogent Communications Holdings, Inc. | CCOI | 3 | $42 |
 ManpowerGroup Inc. | MAN | 3 | $101 |
 Omnicell, Inc. | OMCL | 3 | $125 |
 LiveRamp Holdings, Inc. | RAMP | 3 | $113 |
 Zscaler, Inc. | ZS | 3 | $423 |
| WR WHITESTONE REIT COM | WSR | 3 | $57 |
 Itron, Inc. | ITRI | 3 | $260 |
 BlackRock, Inc. | BLK | 3 | $2.88K |
 ABM Industries Inc. | ABM | 3 | $133 |
 Champion Homes, Inc. | SKY | 3 | $264 |
 Natera, Inc. | NTRA | 3 | $814 |
 Urban Outfitters, Inc. | URBN | 3 | $213 |
 Veeco Instruments Inc. | VECO | 3 | $227 |