NIXON CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 2.03M | $21.41M |
 | NU | 1.65M | $27.59M |
 | MBC | 1.42M | $15.66M |
 | AESI | 1.20M | $11.28M |
 | OSW | 881K | $18.27M |
 | CCL | 868K | $26.52M |
 | GENI | 841K | $9.26M |
 | SHOO | 707K | $29.46M |
 | PR | 543K | $7.62M |
 | SONY | 372K | $9.52M |
 | UBER | 368K | $30.04M |
 | PYPL | 359K | $20.95M |
 | SRAD | 332K | $7.89M |
 | SN | 191K | $21.37M |
 | CPT | 179K | $19.75M |
 | DECK | 168K | $17.38M |
 | MAA | 144K | $20.01M |
 | WD | 114K | $6.88M |
 | ECG | 109K | $9.31M |
 | FNF | 104K | $5.67M |
Compass, Inc.
COMP
Shares Held
2.03M
Value
$21.41M
Nu Holdings Ltd.
NU
Shares Held
1.65M
Value
$27.59M
MasterBrand, Inc.
MBC
Shares Held
1.42M
Value
$15.66M
Atlas Energy Solutions Inc.
AESI
Shares Held
1.20M
Value
$11.28M
OneSpaWorld Holdings Limited
OSW
Shares Held
881K
Value
$18.27M
Carnival Corporation & plc
CCL
Shares Held
868K
Value
$26.52M
Genius Sports Limited
GENI
Shares Held
841K
Value
$9.26M
Steven Madden, Ltd.
SHOO
Shares Held
707K
Value
$29.46M
Permian Resources Corporation
PR
Shares Held
543K
Value
$7.62M
Sony Group Corporation
SONY
Shares Held
372K
Value
$9.52M
Uber Technologies, Inc.
UBER
Shares Held
368K
Value
$30.04M
PayPal Holdings, Inc.
PYPL
Shares Held
359K
Value
$20.95M
Sportradar Group AG
SRAD
Shares Held
332K
Value
$7.89M
SharkNinja, Inc.
SN
Shares Held
191K
Value
$21.37M
Camden Property Trust
CPT
Shares Held
179K
Value
$19.75M
Deckers Outdoor Corporation
DECK
Shares Held
168K
Value
$17.38M
Mid-America Apartment Communities, Inc.
MAA
Shares Held
144K
Value
$20.01M
Walker & Dunlop, Inc.
WD
Shares Held
114K
Value
$6.88M
Everus Construction Group, Inc.
ECG
Shares Held
109K
Value
$9.31M
Fidelity National Financial, Inc.
FNF
Shares Held
104K
Value
$5.67M