Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Boot Barn Holdings, Inc. | BOOT | 2 | $329 |
 Brady Corporation | BRC | 2 | $183 |
 PRA Group, Inc. | PRAA | 2 | $38 |
 Equinix, Inc. | EQIX | 2 | $2.08K |
 Lumentum Holdings Inc. | LITE | 2 | $1.72K |
 BWX Technologies, Inc. | BWXT | 2 | $389 |
 Banner Corporation | BANR | 2 | $133 |
 Progress Software Corporation | PRGS | 2 | $67 |
 Napco Security Technologies, Inc. | NSSC | 2 | $76 |
 Sensient Technologies Corporation | SXT | 2 | $247 |
 Sphere Entertainment Co. | SPHR | 2 | $346 |
 Monro Inc. | MNRO | 2 | $34 |
 The Vita Coco Company, Inc. | COCO | 2 | $132 |
 Ichor Holdings, Ltd. | ICHR | 2 | $225 |
 Innovative Industrial Properties, Inc. | IIPR | 2 | $124 |
 International Seaways, Inc. | INSW | 2 | $153 |
 Merchants Bancorp | MBIN | 2 | $100 |
 Cohen & Steers, Inc. | CNS | 2 | $152 |
 Horace Mann Educators Corporation | HMN | 2 | $103 |
 Hilltop Holdings Inc. | HTH | 2 | $78 |