DCM
TWO

Davis Capital Management’s Two Harbors Investment TWO Stock Holding History

Davis Capital Management’s Portfolio TWO Stock Details TWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74 Buy
+6
New +$72 ﹤0.01% 1136

Other funds holding TWO

CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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 TWO Position: Q2 2026 in Review

Davis Capital Management opened a new position in Two Harbors Investment (TWO) in Q2 2026: 6 shares worth $74. The stake represents ﹤0.01% of the portfolio and ranks #1136 among its holdings.

42 funds tracked by Wall St. Rank hold TWO as of Q2 2026.

  • Davis Capital Management held 6 shares of Two Harbors Investment worth $74 as of Q2 2026.
  • Two Harbors Investment was a new Davis Capital Management position in Q2 2026.
  • Two Harbors Investment made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #1136 holding.
  • 42 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2026.

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