CIK 1349434
LOCUST WOOD CAPITAL ADVISERS, LLC
Institutional 13F holdings & portfolio
Holdings
34
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–34 of 34
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 1.2M | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 742K | $1M+ | SH |
| GOOGL | ALPHABET INC | 581K | $1M+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 2.1M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 921K | $1M+ | SH |
| GPGI | COMPOSECURE INC | 8.9M | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 312K | $1M+ | SH |
| AAPL | APPLE INC | 539K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 846K | $1M+ | SH |
| V | VISA INC | 367K | $1M+ | SH |
| CSX | CSX CORP | 3.5M | $1M+ | SH |
| ESI | ELEMENT SOLUTIONS INC | 4.8M | $1M+ | SH |
| STE | STERIS PLC | 446K | $1M+ | SH |
| RHLD | RESOLUTE HLDGS MGMT INC | 544K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 448K | $1M+ | SH |
| REZI | RESIDEO TECHNOLOGIES INC | 2.6M | $1M+ | SH |
| CRM | SALESFORCE INC | 338K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 270K | $1M+ | SH |
| NKE | NIKE INC | 1.3M | $1M+ | SH |
| SU | SUNCOR ENERGY INC NEW | 1.8M | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 104K | $1M+ | SH (Put) |
| NOW | SERVICENOW INC | 448K | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 888K | $1M+ | SH |
| META | META PLATFORMS INC | 97K | $1M+ | SH |
| AXTA | AXALTA COATING SYS LTD | 2.0M | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 142K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 337K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 69K | $1M+ | SH |
| LIN | LINDE PLC | 69K | $1M+ | SH (Call) |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 24 | $1M+ | SH |
| MSFT | MICROSOFT CORP | 32K | $1M+ | SH (Call) |
| PCG | PG&E CORP | 888K | $1M+ | SH (Call) |
| ABT | ABBOTT LABS | 114K | $1M+ | SH (Call) |
| CZR | CAESARS ENTERTAINMENT INC NE | 18K | $100K–$500K | SH (Call) |