Davidson Kahn Capital Management, LLC Reduced Holdings in Q3 2025

Davidson Kahn Capital Management, LLC

  • $179 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
-541
- 3.39%
$118.3 - $142.16 $64K - $76.9K
15.4K $1.87B
KKR
Kkr & Co. Inc.

Financial Services
-653
- 2.68%
$129.95 - $152.16 $84.9K - $99.4K
23.7K $3.08B
MKL
Markel Corp

Financial Services
-4
- 0.24%
$1898.34 - $2031.8 $7.59K - $8.13K
1.65K $3.15B
AXON
Axon Enterprise, Inc.

Industrials
-3
- 0.35%
$698.02 - $870.97 $2.09K - $2.61K
856 $614M
VTI
Vanguard Total Stock Market Et

ETFs
-429
- 12.02%
$303.93 - $329.86 $130K - $142K
3.14K $1.03B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-258
- 3.88%
$459.11 - $506.91 $118K - $131K
6.39K $3.21B
SCHW
Schwab Charles Corp

Financial Services
-293
- 2.59%
$91.03 - $98.69 $26.7K - $28.9K
11K $1.05B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4
- 0.08%
$108.46 - $120.63 $434 - $483
4.99K $593M
SHOP
Shopify Inc.

Technology
-40
- 1.9%
$112.11 - $157.12 $4.48K - $6.28K
2.06K $306M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
-481
- 0.45%
$25.09 - $30.99 $12.1K - $14.9K
106K $2.74B
NVDA
Nvidia Corp

Technology
-484
- 7.89%
$153.3 - $186.58 $74.2K - $90.3K
5.65K $1.05B
Brookfield Asset Managmt LTD
-25
- 0.05%
N/A
53.6K $3.05B
CPNG
Coupang, Inc.

Consumer Cyclical
-480
- 0.45%
$27.67 - $33.53 $13.3K - $16.1K
107K $3.43B
BX
Blackstone Inc.

Financial Services
-279
- 2.19%
$152.77 - $188.68 $42.6K - $52.6K
12.5K $2.13B
APPF
Appfolio Inc

Technology
-46
- 0.5%
$229.81 - $321.25 $10.6K - $14.8K
9.18K $2.53B
AAPL
Apple Inc.

Technology
-145
- 0.89%
$202.38 - $256.87 $29.3K - $37.2K
16.1K $4.1B
GOOGL
Alphabet Inc.

Communication Services
-40
- 0.13%
$174.36 - $254.72 $6.97K - $10.2K
29.7K $7.21B
Perimeter Solutions Inc
-950
- 0.33%
N/A
290K $6.48B
Activity Summary
Buys All Purchases 37 New Holdings 2 Increased Positions 35 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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