LOCUST WOOD CAPITAL ADVISERS, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$2.9T
Holdings
37
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (37 positions)
| Stock | Value |
|---|---|
LINLINDE PLC | $204.9M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $193.4M |
PCGPG&E CORP | $153.3M |
VRTVERTIV HOLDINGS CO | $149.7M |
WMWASTE MGMT INC DEL | $146.1M |
ABTABBOTT LABS | $142.8M |
AMZNAMAZON COM INC | $135.9M |
ELVELEVANCE HEALTH INC | $133.1M |
GOOGLALPHABET INC | $130.4M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $124.7M |
AXTAAXALTA COATING SYS LTD | $116.1M |
MSFTMICROSOFT CORP | $113.3M |
CRMSALESFORCE INC | $100.4M |
SUSUNCOR ENERGY INC NEW | $97.8M |
AAPLAPPLE INC | $94.7M |
VVISA INC | $88.5M |
NKENIKE INC | $87.8M |
CPCANADIAN PACIFIC KANSAS CITY | $87.3M |
UNHUNITEDHEALTH GROUP INC | $86.2M |
SPGIS&P GLOBAL INC | $84.7M |
APOAPOLLO GLOBAL MGMT INC | $81.4M |
PAHUSDELEMENT SOLUTIONS INC | $80.7M |
GPGICOMPOSECURE INC | $70.2M |
CZRCAESARS ENTERTAINMENT INC NE | $57.1M |
STESTERIS PLC | $52.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $33.8M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $17.7M |
RHRH | $17.7M |
VISVANGUARD WORLD FD | $7.3M |
SGUSTAR GROUP L P | $1.9M |
IFFINTERNATIONAL FLAVORS&FRAGRA | $1.2M |
SONSONOCO PRODS CO | $1.1M |
PKGPACKAGING CORP AMER | $1.1M |
LIILENNOX INTL INC | $1.1M |
EXPDEXPEDITORS INTL WASH INC | $1.1M |
XLISELECT SECTOR SPDR TR | $224K |
DINOHF SINCLAIR CORP | $216K |