DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRM | 290K | $7.97M |
 | CPNG | 132K | $3.12M |
 | DFH | 112K | $1.91M |
 | CPRT | 100K | $3.92M |
 | APG | 92K | $3.52M |
 | BN | 86K | $3.96M |
 | TIC | 63K | $636.12K |
 | BAM | 54K | $2.84M |
 | FND | 53K | $3.21M |
 | AMZN | 48K | $11.10M |
 | CSGP | 43K | $2.88M |
 | WD | 36K | $2.15M |
 | BRO | 33K | $2.65M |
 | TBRG | 32K | $713.63K |
 | GOOGL | 26K | $8.26M |
 | KKR | 25K | $3.14M |
 | TBLA | 24K | $112.69K |
 | ODFL | 20K | $3.18M |
 | AAPL | 17K | $4.60M |
 | ABNB | 15K | $2.08M |
Perimeter Solutions, S.A.
PRM
Shares Held
290K
Value
$7.97M
Coupang, Inc.
CPNG
Shares Held
132K
Value
$3.12M
Dream Finders Homes, Inc.
DFH
Shares Held
112K
Value
$1.91M
Copart, Inc.
CPRT
Shares Held
100K
Value
$3.92M
APi Group Corporation
APG
Shares Held
92K
Value
$3.52M
Brookfield Corporation
BN
Shares Held
86K
Value
$3.96M
TIC Solutions, Inc.
TIC
Shares Held
63K
Value
$636.12K
Brookfield Asset Management Ltd.
BAM
Shares Held
54K
Value
$2.84M
Floor & Decor Holdings, Inc.
FND
Shares Held
53K
Value
$3.21M
Amazon.com, Inc.
AMZN
Shares Held
48K
Value
$11.10M
CoStar Group, Inc.
CSGP
Shares Held
43K
Value
$2.88M
Walker & Dunlop, Inc.
WD
Shares Held
36K
Value
$2.15M
Brown & Brown, Inc.
BRO
Shares Held
33K
Value
$2.65M
TruBridge, Inc.
TBRG
Shares Held
32K
Value
$713.63K
Alphabet Inc.
GOOGL
Shares Held
26K
Value
$8.26M
KKR & Co. Inc.
KKR
Shares Held
25K
Value
$3.14M
Taboola.com Ltd.
TBLA
Shares Held
24K
Value
$112.69K
Old Dominion Freight Line, Inc.
ODFL
Shares Held
20K
Value
$3.18M
Apple Inc.
AAPL
Shares Held
17K
Value
$4.60M
Airbnb, Inc.
ABNB
Shares Held
15K
Value
$2.08M