LOCUST WOOD CAPITAL ADVISERS, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, LOCUST WOOD CAPITAL ADVISERS, LLC held in its portfolio 34 assets valued at $4,138,680,147 (i.e. $4.14B).

The most valuable assets in the portfolio included: LINDE PLC ($310.66M), MICROSOFT CORP ($286.64M), and AMAZON COM INC ($268.14M).

The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in LOCUST WOOD CAPITAL ADVISERS, LLC Portfolio
LINDE PLC
MICROSOFT CORP
AMAZON COM INC
TAIWAN SEMICONDUCTOR MFG LTD
ALPHABET INC
GE HEALTHCARE TECHNOLOGIES I
NVIDIA CORPORATION
COMPOSECURE INC
S&P GLOBAL INC
PG&E CORP
LOCUST WOOD CAPITAL ADVISERS, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
LINDE PLC 728574 310656489 SHS
MICROSOFT CORP 592690 286636873 COM
AMAZON COM INC 1161686 268140363 COM
TAIWAN SEMICONDUCTOR MFG LTD 741845 225439350 SPONSORED ADS
ALPHABET INC 581015 181857811 CAP STK CL A
GE HEALTHCARE TECHNOLOGIES I 2127495 174497160 COMMON STOCK
NVIDIA CORPORATION 920707 171711863 COM
COMPOSECURE INC 8864129 170900407 COM CL A
S&P GLOBAL INC 311932 163012455 COM
PG&E CORP 9395612 150987477 COM
APPLE INC 538995 146531064 COM
VERTIV HOLDINGS CO 845915 137046662 COM CL A
ABBOTT LABS 1070264 134093350 COM
VISA INC 367413 128855504 COM CL A
CSX CORP 3530430 127978097 COM
ELEMENT SOLUTIONS INC 4837611 120891889 COM
STERIS PLC 446401 113171465 SHS USD
RESOLUTE HLDGS MGMT INC 543969 112291521 COM
WASTE MGMT INC DEL 448341 98504900 COM
RESIDEO TECHNOLOGIES INC 2649691 93057148 COM
SALESFORCE INC 338038 89549609 COM
SHERWIN WILLIAMS CO 269595 87356923 COM
NIKE INC 1282705 81721109 CL B
SUNCOR ENERGY INC NEW 1784089 79142204 COM
SPDR S&P 500 ETF TR 103500 70578720 TR UNIT
SERVICENOW INC 448310 68676609 COM
CANADIAN PACIFIC KANSAS CITY 888326 65407413 COM
META PLATFORMS INC 97395 64289479 CL A
AXALTA COATING SYS LTD 1983338 64081651 COM
ELEVANCE HEALTH INC FORMERLY 142053 49796556 COM
APOLLO GLOBAL MGMT INC 336837 48760501 COM
BERKSHIRE HATHAWAY INC DEL 68660 34511949 CL B NEW
BERKSHIRE HATHAWAY INC DEL 24 18115200 CL A
CAESARS ENTERTAINMENT INC NE 18400 430376 COM