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 ($268.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LOCUST WOOD CAPITAL ADVISERS, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | 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 |