LOCUST WOOD CAPITAL ADVISERS, LLC Q3 2021 Filing
Filed October 20, 2021
Portfolio Value
$1.8T
Holdings
36
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (36 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $157.3M |
LINLINDE PLC | $130.8M |
AMTAMERICAN TOWER CORP NEW | $76.8M |
WMWASTE MGMT INC DEL | $76.4M |
ELVANTHEM INC | $73.8M |
GOOGLALPHABET INC | $69.2M |
BSXBOSTON SCIENTIFIC CORP | $68.6M |
MSFTMICROSOFT CORP | $63.6M |
AMZNAMAZON COM INC | $63.1M |
GSGOLDMAN SACHS GROUP INC | $62.5M |
PYPLPAYPAL HLDGS INC | $59.2M |
CRMSALESFORCE COM INC | $58.5M |
AAPLAPPLE INC | $54.5M |
PEGAPEGASYSTEMS INC | $54.0M |
HONHONEYWELL INTL INC | $53.6M |
PAHUSDELEMENT SOLUTIONS INC | $53.1M |
JPMJPMORGAN CHASE & CO | $51.7M |
VRTVERTIV HOLDINGS CO | $51.6M |
VVISA INC | $50.5M |
MCDMCDONALDS CORP | $50.0M |
ABTABBOTT LABS | $49.7M |
SUSUNCOR ENERGY INC NEW | $47.6M |
UNHUNITEDHEALTH GROUP INC | $47.6M |
—PERSHING SQUARE TONTINE HLDG | $43.4M |
SPGIS&P GLOBAL INC | $43.2M |
DISDISNEY WALT CO | $38.4M |
—GS ACQUISITION HLDGS CORP II | $37.3M |
METAFACEBOOK INC | $36.9M |
CP.TOCANADIAN PAC RY LTD | $33.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $22.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $21.4M |
CNRCANADIAN NATL RY CO | $19.8M |
CZRCAESARS ENTERTAINMENT INC NE | $12.1M |
SGUSTAR GROUP L P | $6.8M |
ANAUTONATION INC | $1.9M |
HEPUSDHOLLY ENERGY PARTNERS L P | $576K |