LEVIN CAPITAL STRATEGIES, L.P. Q2 2018 Filing

Filed August 7, 2018

Portfolio Value

$5.8B

Holdings

293

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (293 positions)

#StockSharesValue% PortfolioType
1
TRVCCITIGROUP INC
4,255,028$284.7B4910.68%
2
DOWDUPONT INC
3,929,147$259.0B4466.83%
3
OXYOCCIDENTAL PETE CORP DEL
3,008,838$251.8B4342.16%
4
TAT&T INC
7,486,028$240.4B4145.49%
5
PFEPFIZER INC
6,567,404$238.3B4109.08%
6
PINNACLE FOODS INC DEL
3,509,065$228.3B3937.22%
7
AIGAMERICAN INTL GROUP INC
4,206,786$223.0B3846.58%
8
ETNEATON CORP PLC
2,829,560$211.5B3647.17%
9
INTCINTEL CORP
4,194,804$208.5B3596.17%
10
GMGENERAL MTRS CO
5,086,324$200.4B3456.08%
11
THSTREEHOUSE FOODS INC
3,658,610$192.1B3313.17%
12
NOKNOKIA CORP
31,035,362$178.5B3077.57%
13
AAPLAPPLE INC
865,179$160.2B2761.97%
14
HESHESS CORP
2,264,681$151.5B2612.49%
15
MRKMERCK & CO INC
2,333,275$141.6B2442.53%
16
GLWCORNING INC
5,045,653$138.8B2393.83%
17
PCGPG&E CORP
3,251,422$138.4B2386.50%
18
JPMJP MORGAN CHASE & CO
1,221,496$127.3B2195.05%
19
POSTPOST HLDGS INC
1,418,393$122.0B2104.16%
20
BACBANK AMER CORP
4,305,161$121.4B2092.99%
21
WHRWHIRLPOOL CORP
825,876$120.8B2082.75%
22
IPINTL PAPER CO
1,867,499$97.3B1677.31%
23
CICIGNA CORPORATION
534,043$90.8B1565.25%
24
GTGOODYEAR TIRE & RUBR CO
3,752,409$87.4B1507.18%
25
CMCSACOMCAST CORP NEW
2,519,383$82.7B1425.56%
26
ATHENE HLDG LTD
1,769,809$77.6B1338.07%
27
XOMEXXON MOBIL CORP
854,667$70.7B1219.40%
28
GDGENERAL DYNAMICS CORP
366,300$68.3B1177.58%
29
LOWLOWES COS INC
652,599$62.4B1075.61%
30
FLBFLUIDIGM CORP DEL
10,208,322$60.8B1049.27%
31
EOGEOG RES INC
478,343$59.5B1026.47%
32
DWDMORGAN STANLEY
1,215,070$57.6B993.26%
33
CBCHUBB CORP
440,349$55.9B964.61%
34
CVA1EURCOVANTA HLDG CORP
3,364,530$55.5B957.40%
35
VOYAVOYA FINL INC
1,122,751$52.8B910.05%
36
7SUSUMMIT MATLS INC
1,933,601$50.8B875.35%
37
MSFTMICROSOFT CORP
433,755$42.8B737.66%
38
JNJJOHNSON & JOHNSON
344,345$41.8B720.58%
39
MDTMEDTRONIC PLC
436,379$37.4B644.27%
40
FARMFARMER BROS CO
1,076,908$32.9B567.39%
41
GEGENERAL ELECTRIC CO
2,012,739$27.4B472.42%
42
BKBANK OF NY MELLON CORP
506,123$27.3B470.73%
43
WMTWALMART INC
303,219$26.0B447.89%
44
RCLROYAL CARIBBEAN CRUISES LTD
234,438$24.3B418.87%
45
VNOVORNADO RLTY TR
319,301$23.6B407.05%
46
KKR & CO L P DEL
895,626$22.3B383.82%
47
BACVERIZON COMMUNICATIONS INC
425,195$21.4B368.92%
48
KOCOCA COLA CO
435,824$19.1B329.65%
49
DEODIAGEO P L C
125,206$18.0B310.96%
50
NTRSNORTHERN TR CORP
168,236$17.3B298.53%
51
FOREST CITY RLTY TR INC
755,016$17.2B297.01%
52
DLTRDOLLAR TREE INC
155,332$13.2B227.70%
53
NXPINXP SEMICONDUCTORS N V
120,586$13.2B227.23%
54
DISHDISH NETWORK CORP
378,781$12.7B219.56%
55
BDXBECTON DICKINSON & CO
49,950$12.0B206.36%
56
WMBWILLIAMS COS INC DEL
414,311$11.2B193.71%
57
CATCATERPILLAR INC DEL
80,135$10.9B187.50%
58
LLOEWS CORP
221,061$10.7B184.06%
59
IBMINTERNATIONAL BUSINESS MACHS
75,179$10.5B181.13%
60
KAMNUSDKAMAN CORP COM
147,671$10.3B177.48%
61
TMOTHERMO FISHER SCIENTIFIC INC
49,646$10.3B177.36%
62
ROUSE PPTYS INC
558,563$10.2B175.80%
63
GOOGLALPHABET INC
8,564$9.7B166.77%
64
ABXBARRICK GOLD CORP
715,430$9.4B162.01%
65
GS ACQUISITION HLDGS CORP
816,674$8.3B143.95%
66
NGNOVAGOLD RESOURCES
1,783,786$7.9B136.90%
67
GOOGALPHABET INC
7,100$7.9B136.60%
68
APCANADARKO PETE CORP
105,841$7.8B133.71%
69
DR PEPPER SNAPPLE GROUP INC
61,303$7.5B128.98%
70
BXUSDBLACKSTONE GROUP L P
224,713$7.2B124.67%
71
CPSCOOPER STD HLDGS INC
52,849$6.9B119.10%
72
SLG2EURSL GREEN RLTY CORP
68,227$6.9B118.29%
73
TRCTEJON RANCH CO
278,263$6.8B116.62%
74
HBANHUNTINGTON BANCSHARES INC
445,395$6.6B113.37%
75
KMIKINDER MORGAN INC DEL
359,522$6.4B109.56%
76
MRSHMARSH & MCLENNAN COS INC
71,072$5.8B100.47%
77
ORCLORACLE CORP
124,135$5.5B94.32%
78
AABAUSDALTABA INC
72,303$5.3B91.28%
79
COTT CORP QUE
313,602$5.2B89.51%
80
B7SBROOKDALE SR LIVING INC
566,177$5.1B88.76%
81
BKUBANKUNITED INC
114,367$4.7B80.57%
82
GQ9SPDR GOLD TRUST
39,225$4.7B80.26%
83
XRXCHFXEROX CORP
184,592$4.4B76.40%
84
CAGCONAGRA BRANDS INC
120,482$4.3B74.24%
85
BRK/BBERKSHIRE HATHAWAY INC
21,200$4.0B68.24%
86
PBIPITNEY BOWES INC
432,875$3.7B63.98%
87
FUELCELL ENERGY INC
2,698,703$3.6B61.43%
88
LABORATORY CORP AMER HLDGS
19,000$3.4B58.83%
89
DELLDELL TECHNOLOGIES INC
39,670$3.4B57.86%
90
BAXBAXTER INTL INC
45,153$3.3B57.50%
91
DALDELTA AIR LINES INC DEL
66,835$3.3B57.10%
92
LNGCHENIERE ENERGY INC
42,632$2.8B47.93%
93
NEW SR INVT GROUP INC
342,657$2.6B44.74%
94
LM03LIBERTY MEDIA CORP DELAWARE
56,257$2.5B43.70%
95
AETNA INC NEW
13,472$2.5B42.63%
96
STXSEAGATE TECHNOLOGY PLC
41,456$2.3B40.37%
97
NYTNEW YORK TIMES CO
89,680$2.3B40.06%
98
DVNDEVON ENERGY CORP NEW
50,820$2.2B38.53%
99
DISDISNEY WALT CO
20,674$2.2B37.37%
100
LBTYBLIBERTY GLOBAL PLC
80,842$2.2B37.10%
Page 1 of 3Next