Nixon Capital, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Nixon Capital, LLC held in its portfolio 29 assets valued at $378,987,145 (i.e. $378.99M).

The most valuable assets in the portfolio included: UBER TECHNOLOGIES INC ($30.04M), MADDEN STEVEN LTD ($29.46M), and NU HLDGS LTD ($27.59M).

The chart below shows the top 10 valuable assets, and the table below shows the top 29 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Nixon Capital, LLC Portfolio
UBER TECHNOLOGIES INC
MADDEN STEVEN LTD
NU HLDGS LTD
CARNIVAL CORP
COMPASS INC
SHARKNINJA INC
PAYPAL HLDGS INC
MID-AMER APT CMNTYS INC
CAMDEN PPTY TR
CHART INDS INC
Nixon Capital, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
UBER TECHNOLOGIES INC 367584 30035289 COM
MADDEN STEVEN LTD 707499 29460259 COM
NU HLDGS LTD 1648009 27587671 ORD SHS CL A
CARNIVAL CORP 868298 26517821 UNIT 99/99/9999
COMPASS INC 2026009 21414916 CL A
SHARKNINJA INC 190962 21368648 COM SHS
PAYPAL HLDGS INC 358807 20947153 COM
MID-AMER APT CMNTYS INC 144034 20007763 COM
CAMDEN PPTY TR 179394 19747692 SH BEN INT
CHART INDS INC 94365 19460894 COM
ONESPAWORLD HOLDINGS LIMITED 880759 18266942 COM
DECKERS OUTDOOR CORP 167690 17384423 COM
MASTERBRAND INC 1418163 15656520 COMMON STOCK
ATLAS ENERGY SOLUTIONS INC 1197828 11283540 COM NEW
SIMON PPTY GROUP INC NEW 60371 11175276 COM
LUXEXPERIENCE BV 1282713 10710654 SPONSORED ADS
SONY GROUP CORP 371886 9520282 SPONSORED ADR
EVERUS CONSTR GROUP 108866 9314575 COM
GENIUS SPORTS LIMITED 840660 9264074 SHARES CL A
SPORTRADAR GROUP AG 332042 7892639 CLASS A ORD SHS
PERMIAN RESOURCES CORP 543352 7623229 CLASS A COM
WALKER & DUNLOP INC 114420 6882363 COM
FIDELITY NATIONAL FINANCIAL 103859 5669663 COM SHS
AMERICAN EAGLE OUTFITTERS IN 20000 527400 COM
BERKSHIRE HATHAWAY INC DEL 610 306617 CL B NEW
APPLE INC 1019 276898 COM
COSTCO WHSL CORP NEW 280 241456 COM
ALPHABET INC 750 234750 CAP STK CL A
AMAZON COM INC 900 207738 COM