Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MarineMax, Inc. | HZO | 1 | $37 |
 Marcus & Millichap, Inc. | MMI | 1 | $31 |
 AMERISAFE, Inc. | AMSF | 1 | $34 |
 NexPoint Residential Trust, Inc. | NXRT | 1 | $28 |
 Lindsay Corporation | LNN | 1 | $124 |
 PC Connection, Inc. | CNXN | 1 | $73 |
 Metallus Inc. | MTUS | 1 | $19 |
 LeMaitre Vascular, Inc. | LMAT | 1 | $96 |
 Las Vegas Sands Corp. | LVS | 1 | $46 |
 Lakeland Financial Corporation | LKFN | 1 | $62 |
 Sonic Automotive, Inc. | SAH | 1 | $85 |
 Labcorp Holdings Inc. | LH | 1 | $280 |
 Liquidity Services, Inc. | LQDT | 1 | $39 |
 Alpha and Omega Semiconductor Limited | AOSL | 1 | $47 |
 Insteel Industries, Inc. | IIIN | 1 | $30 |
 Krystal Biotech, Inc. | KRYS | 1 | $372 |
 Pursuit Attractions and Hospitality, Inc. | PRSU | 1 | $56 |
 REX American Resources Corporation | REX | 1 | $45 |
 Pathward Financial, Inc. | CASH | 1 | $87 |
 Rogers Corporation | ROG | 1 | $164 |