Investor
Nixon Capital, LLC
CIK 0001846352 · filed 2026-05-14 · SEC filing
13F book
$292.8M
Positions
22
2 new · 9 sold
Largest name
9.3%
Uber Technologies, Inc · UBER
Est. mark
−$30.3M
Price effect on 20 names still held. Flow −$55.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Uber Technologies, Inc | UBER | 379.7K | $27.3M | 9.3% | −$3.59M | Added−$2.73M |
| Nu Hldgs Ltd | — | 1.69M | $24.3M | 8.3% | −$3.91M | Added−$3.34M |
| Carnival Corp Ltd. | CCL | 869.2K | $22.5M | 7.7% | −$4.05M | Added−$4.02M |
| SharkNinja, Inc. | SN | 208.9K | $22.1M | 7.6% | −$1.15M | Added$753.5K |
| Compass, Inc. | COMP | 2.81M | $20.5M | 7.0% | −$6.6M | Added−$900.3K |
| Onespaworld Holdings Limited | — | 890.3K | $20.4M | 7.0% | $1.95M | Added$2.17M |
| Camden Ppty Tr | — | 179.3K | $17.5M | 6.0% | −$2.23M | Cut−$2.24M |
| Chart Inds Inc | — | 83.4K | $17.2M | 5.9% | $43.4K | Cut−$2.22M |
| Atlas Energy Solutions Inc. | AESI | 1.2M | $15.7M | 5.4% | $4.42M | Cut$4.4M |
| Madden Steven Ltd | — | 443.9K | $15.1M | 5.1% | −$3.43M | Cut−$14.4M |
| MasterBrand, Inc. | MBC | 1.65M | $13.7M | 4.7% | −$3.87M | Added−$1.95M |
| Permian Resources Corp | PR | 601.5K | $12.8M | 4.4% | $3.96M | Added$5.2M |
| Paypal Hldgs Inc | — | 265.4K | $12M | 4.1% | −$3.49M | Cut−$8.94M |
| Genius Sports Limited | — | 2.55M | $11.3M | 3.9% | −$5.54M | Added$2.02M |
| Sportradar Group Ag | SRAD | 652.9K | $10.9M | 3.7% | −$2.33M | Added$3.04M |
| Luxexperience Bv | — | 1.27M | $10.2M | 3.5% | −$446.2K | Cut−$511.4K |
| Toast, Inc. | TOST | 379.5K | $10.1M | 3.4% | — | New |
| Spdr Series Trust | — | 88.4K | $8.1M | 2.8% | — | New |
| Berkshire Hathaway Inc Del | — | 610 | $292.3K | 0.1% | −$14.3K | Held |
| Costco Whsl Corp New | — | 280 | $279K | 0.1% | $37.5K | Held |
| Apple Inc. | AAPL | 1.02K | $258.6K | 0.1% | −$18.3K | Held |
| Alphabet Inc | — | 750 | $215.7K | 0.1% | −$19.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.