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Davis Capital Management: CSCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Capital Management on CSCO, newest first. How the timeline and the estimate are built.

Davis Capital Management held 25,703 CSCO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,703 shares
    Change vs previous 13F -1,604 shares

    1.65% of the 13F portfolio, value $2,766,414.

    13F-HR 0001811806-26-000004 filed by Davis Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,307 shares
    Change vs previous 13F -4,504 shares

    1.9% of the 13F portfolio, value $3,207,480.

    13F-HR 0001811806-26-000003 filed by Davis Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 31,811 shares
    Change vs previous 13F +267 shares

    1.67% of the 13F portfolio, value $2,468,215.

    13F-HR 0001811806-26-000002 filed by Davis Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 31,544 shares
    Change vs previous 13F -938 shares

    1.67% of the 13F portfolio, value $2,429,834.

    13F-HR 0001811806-26-000001 filed by Davis Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 32,482 shares
    Change vs previous 13F +4 shares

    1.54% of the 13F portfolio, value $2,222,418.

    13F-HR 0001811806-25-000007 filed by Davis Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,478 shares
    Change vs previous 13F -1,249 shares

    1.6% of the 13F portfolio, value $2,004,217.

    13F-HR 0001811806-25-000004 filed by Davis Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,727 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $1,996,638.

    13F-HR 0001811806-25-000003 filed by Davis Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).