Davis Capital Management

Position in ENPH — Enphase Energy, Inc.

CIK 1811806 JACKSONVILLE, FL

Position in ENPH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$344

New position

Shares Held

7

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#516

of 532 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Davis Capital Management holds $1,163 across 4 Solar names. ENPH ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSLR	First Solar, Inc.	2	$471
2	ENPH	Enphase Energy, Inc. This page	7	$344
3	SEDG	Solaredge Technologies, Inc.	3	$175
4	RUN	Sunrun Inc.	13	$173

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344	7	—	Shares	Sole	2026-07-16
No filing history on record for this holder in this stock.