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 Q3	–	Sell	-6	Closed	-$74	–	1354
2026 Q2	$74	Buy	+6	New	+$72	﹤0.01%	1136

Other funds holding TWO

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Davis Capital Management's TWO Position: Q3 2026 in Review

Davis Capital Management sold out of Two Harbors Investment (TWO) in Q3 2026, closing a stake of 6 shares — an estimated $74 sold.

Davis Capital Management first reported a position in TWO in Q2 2026 and held it in 1 quarter. The position peaked at $74 in Q2 2026. 1 fund tracked by Wall St. Rank holds TWO as of Q3 2026.

Davis Capital Management reported no remaining Two Harbors Investment position as of Q3 2026 after selling out during the quarter.
Davis Capital Management sold 6 Two Harbors Investment shares in Q3 2026, an estimated $74.
Davis Capital Management first reported a position in Two Harbors Investment in Q2 2026 and held it in 1 quarter.
Davis Capital Management's Two Harbors Investment position peaked at $74 in Q2 2026.
1 fund tracked by Wall St. Rank held Two Harbors Investment as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.