Davis Capital Management’s Moelis & Co MC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$262	Buy	+4	New	+$262	﹤0.01%	758

Other funds holding MC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SOADOR

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

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

SWM

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Davis Capital Management opened a new position in Moelis & Co (MC) in Q2 2026: 4 shares worth $262. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings.

76 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Davis Capital Management held 4 shares of Moelis & Co worth $262 as of Q2 2026.
Moelis & Co was a new Davis Capital Management position in Q2 2026.
Moelis & Co made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #758 holding.
76 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

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