DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRM | 290K | $6.48M |
 | CPNG | 107K | $3.43M |
 | DFH | 106K | $2.74M |
 | APG | 92K | $3.16M |
 | TIC | 64K | $853.44K |
 | CPRT | 64K | $3.02M |
 | BN | 57K | $3.93M |
 | BAM | 54K | $3.05M |
 | TBLA | 48K | $165.19K |
 | AMZN | 47K | $10.23M |
 | CSGP | 39K | $3.32M |
 | WD | 36K | $3.01M |
 | FND | 36K | $2.64M |
 | TBRG | 33K | $664.30K |
 | GOOGL | 30K | $7.21M |
 | BRO | 25K | $2.39M |
 | KKR | 24K | $3.08M |
 | ODFL | 19K | $2.65M |
 | AAPL | 16K | $4.10M |
 | ABNB | 15K | $1.87M |
Perimeter Solutions, S.A.
PRM
Shares Held
290K
Value
$6.48M
Coupang, Inc.
CPNG
Shares Held
107K
Value
$3.43M
Dream Finders Homes, Inc.
DFH
Shares Held
106K
Value
$2.74M
APi Group Corporation
APG
Shares Held
92K
Value
$3.16M
TIC Solutions, Inc.
TIC
Shares Held
64K
Value
$853.44K
Copart, Inc.
CPRT
Shares Held
64K
Value
$3.02M
Brookfield Corporation
BN
Shares Held
57K
Value
$3.93M
Brookfield Asset Management Ltd.
BAM
Shares Held
54K
Value
$3.05M
Taboola.com Ltd.
TBLA
Shares Held
48K
Value
$165.19K
Amazon.com, Inc.
AMZN
Shares Held
47K
Value
$10.23M
CoStar Group, Inc.
CSGP
Shares Held
39K
Value
$3.32M
Walker & Dunlop, Inc.
WD
Shares Held
36K
Value
$3.01M
Floor & Decor Holdings, Inc.
FND
Shares Held
36K
Value
$2.64M
TruBridge, Inc.
TBRG
Shares Held
33K
Value
$664.30K
Alphabet Inc.
GOOGL
Shares Held
30K
Value
$7.21M
Brown & Brown, Inc.
BRO
Shares Held
25K
Value
$2.39M
KKR & Co. Inc.
KKR
Shares Held
24K
Value
$3.08M
Old Dominion Freight Line, Inc.
ODFL
Shares Held
19K
Value
$2.65M
Apple Inc.
AAPL
Shares Held
16K
Value
$4.10M
Airbnb, Inc.
ABNB
Shares Held
15K
Value
$1.87M