Institutions / Nixon Capital, LLC
Nixon Capital, LLC
CIK 1846352 · Institution · as of Dec 31, 2025
Portfolio value
$378.99M
Positions
29
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 29 →
| Company | Value | % of portfolio |
|---|---|---|
| Uber Technologies, Inc | $30.04M | 7.9% |
| Steven Madden, Ltd. | $29.46M | 7.8% |
| Nu Hldgs Ltd | $27.59M | 7.3% |
| Carnival Corp Ltd. | $26.52M | 7.0% |
| Compass, Inc. | $21.41M | 5.7% |
| Sharkninja Inc | $21.37M | 5.6% |
| PayPal Holdings, Inc. | $20.95M | 5.5% |
| Mid America Apartment Communities Inc. | $20.01M | 5.3% |
| Camden Property Trust | $19.75M | 5.2% |
| Chart Industries Inc | $19.46M | 5.1% |
| Onespaworld Holdings Limited | $18.27M | 4.8% |
| Deckers Outdoor Corp | $17.38M | 4.6% |
| MasterBrand, Inc. | $15.66M | 4.1% |
| Atlas Energy Solutions Inc. | $11.28M | 3.0% |
| Simon Property Group Inc | $11.18M | 2.9% |
| LuxExperience B.V.LUXE | $10.71M | 2.8% |
| Sony Group CorpSONY | $9.52M | 2.5% |
| Everus Construction Group, Inc. | $9.31M | 2.5% |
| Genius Sports Ltd | $9.26M | 2.4% |
| Sportradar Group AG | $7.89M | 2.1% |
| Permian Resources Corp | $7.62M | 2.0% |
| Walker & Dunlop, Inc. | $6.88M | 1.8% |
| Fidelity National Financial Inc | $5.67M | 1.5% |
| American Eagle Outfitters Inc | $527.4K | 0.1% |
| Warren E. Buffett | $306.6K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.