Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 LTC Properties, Inc. | LTC | 2 | $77 |
 Minerals Technologies Inc. | MTX | 2 | $148 |
 Bank of Hawaii Corporation | BOH | 2 | $163 |
 Fox Factory Holding Corp. | FOXF | 2 | $34 |
 Expedia Group, Inc. | EXPE | 2 | $512 |
 Concentrix Corporation | CNXC | 2 | $45 |
 Steel Dynamics, Inc. | STLD | 2 | $459 |
 Matthews International Corporation | MATW | 2 | $54 |
 Ingevity Corporation | NGVT | 2 | $149 |
 STERIS plc | STE | 2 | $421 |
 G-III Apparel Group, Ltd. | GIII | 2 | $67 |
 Dream Finders Homes, Inc. | DFH | 2 | $35 |
 Stewart Information Services Corporation | STC | 2 | $132 |
 Signet Jewelers Limited | SIG | 2 | $172 |
 Armstrong World Industries, Inc. | AWI | 2 | $321 |
 Eagle Bancorp, Inc. | EGBN | 2 | $57 |
 Kinetik Holdings Inc. | KNTK | 2 | $97 |
 Dorman Products, Inc. | DORM | 2 | $273 |
 M/I Homes, Inc. | MHO | 2 | $322 |
 Digi International Inc. | DGII | 2 | $150 |