StockDriftsStockDriftsTop 22 Nixon Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | 9.33% | 379.7K | $27.3M | +3.29%(+12.09K) | $35.22(+112.04%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 8.28% | 1.69M | $24.3M | +2.41%(+39.66K) | $10.48(+23.41%) | 2026-03-31 | |
| CCL | CARNIVAL CORP | 7.68% | 869.2K | $22.5M | +0.10%(+854) | $20.22(+24.64%) | 2026-03-31 | |
| SN | SHARKNINJA INC | 7.56% | 208.9K | $22.1M | +9.39%(+17.93K) | $96.22(+10.90%) | 2026-03-31 | |
| COMP | COMPASS INC | 7.01% | 2.81M | $20.5M | +38.52%(+780.37K) | $7.47(+3.74%) | 2026-03-31 | |
| OSW | ONESPAWORLD HOLDINGS LIMITED | 6.98% | 890.3K | $20.4M | +1.08%(+9.55K) | $14.40(+65.42%) | 2026-03-31 | |
| CPT | CAMDEN PPTY TR | 5.98% | 179.3K | $17.5M | -0.07%(-126) | $108.43(-4.09%) | 2026-03-31 | |
| GTLS | CHART INDS INC | 5.89% | 83.4K | $17.2M | -11.64%(-10.99K) | $139.27(+48.84%) | 2026-03-31 | |
| AESI | ATLAS ENERGY SOLUTIONS INC | 5.36% | 1.20M | $15.7M | -0.22%(-2.64K) | $10.39(+82.59%) | 2026-03-31 | |
| SHOO | MADDEN STEVEN LTD | 5.14% | 443.9K | $15.1M | -37.26%(-263.63K) | $27.64(+42.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.10% | +68.94% |
| Top 20 Holdings Unweighted | +18.77% | +67.55% |
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