Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 W. R. Berkley Corporation | WRB | 685 | $48.31K |
 Sunbelt Rentals Holdings Inc | SUNB | 681 | $50.95K |
 Jackson Financial Inc. | JXN | 670 | $68.6K |
 The Home Depot, Inc. | HD | 652 | $229.91K |
 O'Reilly Automotive, Inc. | ORLY | 646 | $59.49K |
 Booking Holdings Inc. | BKNG | 639 | $113.89K |
 Thermo Fisher Scientific Inc. | TMO | 610 | $305.83K |
 AT&T Inc. | T | 609 | $12.61K |
 JPMorgan Chase & Co. | JPM | 609 | $199.49K |
 Insight Enterprises, Inc. | NSIT | 605 | $73.69K |
 BJ's Wholesale Club Holdings, Inc. | BJ | 599 | $52.24K |
 Emerson Electric Co. | EMR | 579 | $82.88K |
 The Toro Company | TTC | 552 | $53.73K |
 General Mills, Inc. | GIS | 541 | $18.83K |
 NetEase, Inc. | NTES | 500 | $64.07K |
 Abbott Laboratories | ABT | 485 | $44.01K |
 Philip Morris International Inc. | PM | 463 | $83.76K |
 Sysco Corporation | SYY | 454 | $37.95K |
 ConocoPhillips | COP | 439 | $45.65K |
 Knight-Swift Transportation Holdings Inc. | KNX | 404 | $31.46K |