Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MarketAxess Holdings Inc. | MKTX | 2 | $227 |
 Trupanion, Inc. | TRUP | 2 | $50 |
 SPS Commerce, Inc. | SPSC | 2 | $114 |
 Patrick Industries, Inc. | PATK | 2 | $180 |
 Papa John's International, Inc. | PZZA | 2 | $74 |
 S&T Bancorp, Inc. | STBA | 2 | $98 |
 Worthington Industries, Inc. | WOR | 2 | $108 |
 The St. Joe Company | JOE | 2 | $125 |
 Ralph Lauren Corporation | RL | 2 | $803 |
 AZZ Inc. | AZZ | 2 | $310 |
 The Andersons, Inc. | ANDE | 2 | $137 |
 Pacira BioSciences, Inc. | PCRX | 2 | $51 |
 Southern Copper Corporation | SCCO | 2 | $349 |
 PDF Solutions, Inc. | PDFS | 2 | $142 |
 Otter Tail Corporation | OTTR | 2 | $180 |
 Powell Industries, Inc. | POWL | 2 | $573 |
 Incyte Corporation | INCY | 2 | $227 |
 MSCI Inc. | MSCI | 2 | $1.12K |
 Williams-Sonoma, Inc. | WSM | 2 | $466 |
 TransMedics Group, Inc. | TMDX | 2 | $133 |