Nixon Capital, LLC — 13F holdings

Nixon Capital, LLC reported 19 holdings worth $318M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. COMP COMPASS INC — $37.4M (11.8%)
2. SN SHARKNINJA INC — $31.8M (10.0%)
3. UBER UBER TECHNOLOGIES INC — $27.4M (8.6%)
4. CPT CAMDEN PPTY TR — $26.3M (8.3%)
5. OSW ONESPAWORLD HOLDINGS LIMITED — $25.2M (7.9%)
6. NU NU HLDGS LTD — $22.6M (7.1%)
7. SHOO MADDEN STEVEN LTD — $18.7M (5.9%)
8. TOST TOAST INC — $17.3M (5.5%)
9. GENI GENIUS SPORTS LIMITED — $17.2M (5.4%)
10. AESI Atlas Energy Solutions Inc — $15.4M (4.8%)