NIXON CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 1.99M | $16.00M |
 | NU | 1.63M | $26.08M |
 | MBC | 1.23M | $16.21M |
 | OSW | 859K | $18.17M |
 | CCL | 856K | $24.74M |
 | GENI | 838K | $10.38M |
 | SHOO | 706K | $23.63M |
 | SONY | 373K | $10.74M |
 | UBER | 363K | $35.53M |
 | PYPL | 358K | $24.01M |
 | SRAD | 328K | $8.83M |
 | SN | 160K | $16.49M |
 | DECK | 145K | $14.74M |
 | ECG | 112K | $9.59M |
 | WD | 112K | $9.35M |
 | FNF | 104K | $6.30M |
 | GTLS | 94K | $18.77M |
 | SPG | 60K | $11.24M |
 | AEO | 23K | $400.37K |
 | AAPL | 1K | $259.21K |
Compass, Inc.
COMP
Shares Held
1.99M
Value
$16.00M
Nu Holdings Ltd.
NU
Shares Held
1.63M
Value
$26.08M
MasterBrand, Inc.
MBC
Shares Held
1.23M
Value
$16.21M
OneSpaWorld Holdings Limited
OSW
Shares Held
859K
Value
$18.17M
Carnival Corporation & plc
CCL
Shares Held
856K
Value
$24.74M
Genius Sports Limited
GENI
Shares Held
838K
Value
$10.38M
Steven Madden, Ltd.
SHOO
Shares Held
706K
Value
$23.63M
Sony Group Corporation
SONY
Shares Held
373K
Value
$10.74M
Uber Technologies, Inc.
UBER
Shares Held
363K
Value
$35.53M
PayPal Holdings, Inc.
PYPL
Shares Held
358K
Value
$24.01M
Sportradar Group AG
SRAD
Shares Held
328K
Value
$8.83M
SharkNinja, Inc.
SN
Shares Held
160K
Value
$16.49M
Deckers Outdoor Corporation
DECK
Shares Held
145K
Value
$14.74M
Everus Construction Group, Inc.
ECG
Shares Held
112K
Value
$9.59M
Walker & Dunlop, Inc.
WD
Shares Held
112K
Value
$9.35M
Fidelity National Financial, Inc.
FNF
Shares Held
104K
Value
$6.30M
Chart Industries, Inc.
GTLS
Shares Held
94K
Value
$18.77M
Simon Property Group, Inc.
SPG
Shares Held
60K
Value
$11.24M
American Eagle Outfitters, Inc.
AEO
Shares Held
23K
Value
$400.37K
Apple Inc.
AAPL
Shares Held
1K
Value
$259.21K