DAVIS CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)

STOCK	TICKER	SHARES HELD▲ ▼	VALUE▲ ▼
LPL Financial Holdings Inc.	LPLA	2	$563
Matson, Inc.	MATX	2	$384
Shenandoah Telecommunications Company	SHEN	2	$30
Benchmark Electronics, Inc.	BHE	2	$197
WesBanco, Inc.	WSBC	2	$78
Gentherm Incorporated	THRM	2	$68
Balchem Corp	BCPC	2	$338
CTS Corporation	CTS	2	$130
Harmony Biosciences Holdings, Inc.	HRMY	2	$73
AMN Healthcare Services, Inc.	AMN	2	$65
Hanmi Financial Corporation	HAFC	2	$65
BioLife Solutions, Inc.	BLFS	2	$56
National Vision Holdings, Inc.	EYE	2	$38
Griffon Corporation	GFF	2	$195
The Greenbrier Companies, Inc.	GBX	2	$98
Avnet, Inc.	AVT	2	$178
Acushnet Holdings Corp.	GOLF	2	$237
Heritage Financial Corporation	HFWA	2	$59
Green Brick Partners, Inc.	GRBK	2	$160
Granite Construction Incorporated	GVA	2	$316