Davis Capital Management’s PC Connection CNXN Stock Holding History

Davis Capital Management’s Portfolio CNXN Stock Details CNXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73	Buy	+1	New	+$67	﹤0.01%	1138

Other funds holding CNXN

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davis Capital Management's CNXN Position: Q2 2026 in Review

Davis Capital Management opened a new position in PC Connection (CNXN) in Q2 2026: 1 share worth $73. The stake represents ﹤0.01% of the portfolio and ranks #1138 among its holdings.

24 funds tracked by Wall St. Rank hold CNXN as of Q2 2026.

Davis Capital Management held 1 share of PC Connection worth $73 as of Q2 2026.
PC Connection was a new Davis Capital Management position in Q2 2026.
PC Connection made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #1138 holding.
24 funds tracked by Wall St. Rank held PC Connection as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.