NIXON CAPITAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 2.81M | $20.51M |
 | GENI | 2.55M | $11.29M |
 | NU | 1.69M | $24.25M |
 | MBC | 1.65M | $13.71M |
 | AESI | 1.20M | $15.68M |
 | OSW | 890K | $20.43M |
 | CCL | 869K | $22.49M |
 | SRAD | 653K | $10.93M |
 | PR | 602K | $12.82M |
 | SHOO | 444K | $15.06M |
 | UBER | 380K | $27.31M |
 | TOST | 380K | $10.06M |
 | PYPL | 265K | $12.00M |
 | SN | 209K | $22.12M |
 | CPT | 179K | $17.51M |
 | GTLS | 83K | $17.24M |
 | AAPL | 1K | $258.63K |
 | GOOGL | 750 | $215.67K |
 | BRK-B | 610 | $292.31K |
 | COST | 280 | $279.00K |
Compass, Inc.
COMP
Shares Held
2.81M
Value
$20.51M
Genius Sports Limited
GENI
Shares Held
2.55M
Value
$11.29M
Nu Holdings Ltd.
NU
Shares Held
1.69M
Value
$24.25M
MasterBrand, Inc.
MBC
Shares Held
1.65M
Value
$13.71M
Atlas Energy Solutions Inc.
AESI
Shares Held
1.20M
Value
$15.68M
OneSpaWorld Holdings Ltd
OSW
Shares Held
890K
Value
$20.43M
Carnival Corporation & plc
CCL
Shares Held
869K
Value
$22.49M
Sportradar Group AG
SRAD
Shares Held
653K
Value
$10.93M
Permian Resources Corporation
PR
Shares Held
602K
Value
$12.82M
Steven Madden, Ltd.
SHOO
Shares Held
444K
Value
$15.06M
Uber Technologies, Inc.
UBER
Shares Held
380K
Value
$27.31M
Toast, Inc.
TOST
Shares Held
380K
Value
$10.06M
PayPal Holdings, Inc.
PYPL
Shares Held
265K
Value
$12.00M
SharkNinja, Inc.
SN
Shares Held
209K
Value
$22.12M
Camden Property Trust
CPT
Shares Held
179K
Value
$17.51M
Chart Industries, Inc.
GTLS
Shares Held
83K
Value
$17.24M
Apple Inc.
AAPL
Shares Held
1K
Value
$258.63K
Alphabet Inc.
GOOGL
Shares Held
750
Value
$215.67K
Berkshire Hathaway Inc.
BRK-B
Shares Held
610
Value
$292.31K
Costco Wholesale Corporation
COST
Shares Held
280
Value
$279.00K