Universe · entity
LOCUST WOOD CAPITAL ADVISERS, LLC
Institutional manager (13F) · CIK 1349434
13F holdings · as of 2026-03-31 · top 27 · reported portfolio $3.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMAZON COM INC | $334M | 1,602,674 |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | $253M | 747,204 |
| 3 | GPGI INC | $234M | 13,696,778 |
| 4 | LINDE PLC | $231M | 466,501 |
| 5 | NVIDIA CORPORATION | $204M | 1,169,478 |
| 6 | MICROSOFT CORP | $193M | 521,945 |
| 7 | META PLATFORMS INC | $172M | 301,485 |
| 8 | VISA INC | $162M | 535,958 |
| 9 | S&P GLOBAL INC | $159M | 373,776 |
| 10 | GE HEALTHCARE TECHNOLOGIES I | $150M | 2,113,089 |
| 11 | ELEMENT SOLUTIONS INC | $150M | 4,388,886 |
| 12 | ALPHABET INC | $149M | 518,273 |
| 13 | PG&E CORP | $144M | 8,171,446 |
| 14 | VERTIV HOLDINGS CO | $135M | 536,933 |
| 15 | APPLE INC | $121M | 477,658 |
| 16 | CSX CORP | $118M | 2,868,822 |
| 17 | ABBOTT LABORATORIES | $111M | 1,077,201 |
| 18 | RESIDEO TECHNOLOGIES INC | $106M | 3,141,349 |
| 19 | WASTE MGMT INC DEL | $94M | 409,737 |
| 20 | STERIS PLC | $87M | 394,495 |
| 21 | RESOLUTE HLDGS MGMT INC | $87M | 533,391 |
| 22 | SHERWIN WILLIAMS CO | $80M | 249,052 |
| 23 | SUNCOR ENERGY INC NEW | $58M | 882,951 |
| 24 | CANADIAN PACIFIC KANSAS CITY | $51M | 647,230 |
| 25 | BERKSHIRE HATHAWAY INC DEL | $31M | 65,255 |
| 26 | ELI LILLY & CO | $19M | 20,274 |
| 27 | BERKSHIRE HATHAWAY INC DEL | $17M | 23 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.