SEC 13F Intelligence

Davis Capital Management / ITW

Davis Capital Management’s Illinois Tool Wks Inc Position

Does Davis Capital Management own Illinois Tool Wks Inc (ITW)? Yes6.3K shares worth $2M (+1.02% of its 13F portfolio) as of Q2 2026, up from 5.6K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
6.3K
% of Portfolio
+1.02%
Quarters Held
12
currently held

Position History ITW

Reported value by quarter
Q1 ’20: $91,000Q1 ’20Q2 ’20: $111,000Q4 ’23: $80,678Q4 ’23Q1 ’24: $70,021Q2 ’24: $58,353Q2 ’24Q3 ’24: $65,518Q4 ’24: $189,156Q4 ’24Q1 ’25: $840,010Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ1 ’26: $1MQ1 ’26Q2 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20266.3K$2M+1.02%
Q1 20265.6K$1M+1.00%
Q4 20255.5K$1M+0.93%
Q3 20254.5K$1M+0.81%
Q1 20253.4K$840,010+0.67%
Q4 2024746$189,156+0.15%
Q3 2024250$65,518+0.05%
Q2 2024250$58,353+0.05%
Q1 2024264$70,021+0.06%
Q4 2023308$80,678+0.08%
Q2 2020637$111,000+0.21%
Q1 2020637$91,000+0.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Davis Capital Management’s full portfolio or all institutional holders of ITW.