SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $357,383,614 |
| Positions | 20 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SBA COMMUNICATIONS CORP | SBAC | CL A | $101,519,556 | 575,312 |
| PITNEY BOWES INC | PBI | COM | $61,320,000 | 3,500,000 |
| EXPEDIA GROUP INC | EXPE | COM NEW | $19,702,760 | 77,000 |
| FRONTDOOR INC | FTDR | COM | $15,331,784 | 197,600 |
| WESTERN DIGITAL CORP | WDC | COM | $13,413,120 | 21,000 |
| MATCH GROUP INC NEW | MTCH | COM | $13,317,500 | 350,000 |
| CVS HEALTH CORP | CVS | COM | $12,982,975 | 125,500 |
| HP INC | HPQ | COM | $12,483,860 | 569,000 |
| ALPHABET INC | GOOG | CAP STK CL C | $12,260,551 | 34,700 |
| OPEN TEXT CORP | OTEX | COM | $11,672,961 | 526,996 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.