DAVIS CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)

STOCK	TICKER	SHARES HELD▲ ▼	VALUE▲ ▼
CVR Energy, Inc.	CVI	2	$55
Winnebago Industries, Inc.	WGO	2	$62
Amphastar Pharmaceuticals, Inc.	AMPH	2	$40
West Pharmaceutical Services, Inc.	WST	2	$718
Chesapeake Utilities Corporation	CPK	2	$245
AST SpaceMobile, Inc.	ASTS	2	$178
The Chefs' Warehouse, Inc.	CHEF	2	$192
Roper Technologies, Inc.	ROP	2	$677
Axon Enterprise, Inc.	AXON	2	$1.12K
Century Communities, Inc.	CCS	2	$143
Stride, Inc.	LRN	2	$172
Reynolds Consumer Products Inc.	REYN	2	$54
American States Water Company	AWR	2	$165
Axcelis Technologies, Inc.	ACLS	2	$379
Badger Meter, Inc.	BMI	2	$297
Boise Cascade Company	BCC	2	$155
C.H. Robinson Worldwide, Inc.	CHRW	2	$377
Cal-Maine Foods, Inc.	CALM	2	$161
Worthington Steel, Inc.	WS	2	$67
Vulcan Materials Company	VMC	2	$590