Nixon Capital, LLC: 13F holdings
CIK 18463522026Q2
| Positions | 19 |
|---|
| Reported value | $317.8m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 19 (-3 vs prior quarter) |
|---|
| Reported value | $317.8m (+8.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| COMP COMPASS INC | 3,036,645 | $37.4m | 11.8% |
| SHARKNINJA INC | 208,837 | $31.8m | 10.0% |
| UBER UBER TECHNOLOGIES INC | 379,552 | $27.4m | 8.6% |
| CPT CAMDEN PPTY TR | 229,889 | $26.3m | 8.3% |
| ONESPAWORLD HOLDINGS LIMITED | 891,202 | $25.2m | 7.9% |
| NU HLDGS LTD | 1,690,430 | $22.6m | 7.1% |
| SHOO MADDEN STEVEN LTD | 443,063 | $18.7m | 5.9% |
| TOST TOAST INC | 622,725 | $17.3m | 5.5% |
| GENIUS SPORTS LIMITED | 2,842,205 | $17.2m | 5.4% |
| AESI ATLAS ENERGY SOLUTIONS INC | 927,651 | $15.4m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1846352")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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