Davidson Kahn Capital Management, LLC
Davidson Kahn Capital Management, LLC reported 72 positions worth $232.8M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: RSP (9.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | RSP | SH | $22.5M | 9.64% | 105,522 | — | — | |
| ▸ 2 | VOO | SH | $20.9M | 8.99% | 30,466 | — | — | |
| ▸ 3 | SCHB | SH | $20.0M | 8.58% | 688,683 | — | — | |
| ▸ 4 | QQQ | SH | $19.3M | 8.28% | 26,160 | — | — | |
| ▸ 5 | VXUS | SH | $12.8M | 5.51% | 149,714 | — | — | |
| ▸ 6 | AMZN | SH | $11.5M | 4.95% | 48,358 | — | — | |
| ▸ 7 | PRM | SH | $10.2M | 4.39% | 286,621 | — | — | |
| ▸ 8 | GOOGL | SH | $9.1M | 3.90% | 25,431 | — | — | |
| ▸ 9 | EZM | SH | $6.0M | 2.59% | 79,471 | — | — | |
| ▸ 10 | AVDV | SH | $5.9M | 2.55% | 57,497 | — | — |
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Frequently Asked Questions
What stocks does Davidson Kahn Capital Management, LLC hold as of Q2 2026?
Davidson Kahn Capital Management, LLC reported 72 positions worth $232.8M in its Q2 2026 13F filing. Largest positions: RSP (9.6%), VOO (9.0%), SCHB (8.6%), QQQ (8.3%) and VXUS (5.5%).
What did Davidson Kahn Capital Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Davidson Kahn Capital Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.