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Nixon Capital, LLC

All holdings · as of Dec 31, 2025

29 positions

CompanyClassValueShares% of portfolio
Uber Technologies, Inc$30.04M367,5847.9%
STEVEN MADDEN, LTD.$29.46M707,4997.8%
NU HLDGS LTD$27.59M1,648,0097.3%
Carnival Corp Ltd.$26.52M868,2987.0%
Compass, Inc.$21.41M2,026,0095.7%
SHARKNINJA INC$21.37M190,9625.6%
PayPal Holdings, Inc.$20.95M358,8075.5%
MID AMERICA APARTMENT COMMUNITIES INC.$20.01M144,0345.3%
CAMDEN PROPERTY TRUST$19.75M179,3945.2%
CHART INDUSTRIES INC$19.46M94,3655.1%
ONESPAWORLD HOLDINGS LIMITED$18.27M880,7594.8%
DECKERS OUTDOOR CORP$17.38M167,6904.6%
MasterBrand, Inc.$15.66M1,418,1634.1%
Atlas Energy Solutions Inc.$11.28M1,197,8283.0%
Simon Property Group Inc$11.18M60,3712.9%
LuxExperience B.V.LUXEADR$10.71M1,282,7132.8%
Sony Group CorpSONYADR$9.52M371,8862.5%
Everus Construction Group, Inc.$9.31M108,8662.5%
Genius Sports Ltd$9.26M840,6602.4%
SPORTRADAR GROUP AG$7.89M332,0422.1%
Permian Resources Corp$7.62M543,3522.0%
Walker & Dunlop, Inc.$6.88M114,4201.8%
Fidelity National Financial Inc$5.67M103,8591.5%
AMERICAN EAGLE OUTFITTERS INC$527.4K20,0000.1%
Warren E. Buffett$306.6K6100.1%
Apple Inc.$276.9K1,0190.1%
COSTCO WHOLESALE CORP /NEW$241.5K2800.1%
Alphabet Inc.$234.8K7500.1%
Amazon.com Inc$207.7K9000.1%
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