LOCUST WOOD CAPITAL ADVISERS, LLC — 13F Holdings & Portfolio

CIK 1349434 · latest 13F-HR filed 2026-05-15

LOCUST WOOD CAPITAL ADVISERS, LLC manages $3.92B in 13F-reported U.S. long-equity assets across 31 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (8.50%), TSM (6.43%), SPY (6.21%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$3.92B

Long-equity book

Holdings

31

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −0 / ↑0 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMAZON COM INC AMZN 023135106 $333.8M 8.50% 1,602,674 SH
2 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $252.5M 6.43% 747,204 SH
3 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $243.9M 6.21% 375,000 SH
4 GPGI INC GPGI 20459V105 $234.2M 5.97% 13,696,778 SH
5 LINDE PLC LIN G54950103 $231.3M 5.89% 466,501 SH
6 NVIDIA CORPORATION NVDA 67066G104 $204.0M 5.20% 1,169,478 SH
7 MICROSOFT CORP MSFT 594918104 $193.2M 4.92% 521,945 SH
8 META PLATFORMS INC META 30303M102 $172.5M 4.39% 301,485 SH
9 VISA INC V 92826C839 $162.0M 4.13% 535,958 SH
10 S&P GLOBAL INC SPGI 78409V104 $159.0M 4.05% 373,776 SH
11 GE HEALTHCARE TECHNOLOGIES I GEHC 36266G107 $150.4M 3.83% 2,113,089 SH
12 ELEMENT SOLUTIONS INC ESI 28618M106 $149.8M 3.82% 4,388,886 SH
13 ALPHABET INC GOOGL 02079K305 $149.0M 3.80% 518,273 SH
14 PG&E CORP PCG 69331C108 $143.6M 3.66% 8,171,446 SH
15 VERTIV HOLDINGS CO VRT 92537N108 $134.5M 3.43% 536,933 SH
16 APPLE INC AAPL 037833100 $121.2M 3.09% 477,658 SH
17 CSX CORP CSX 126408103 $117.8M 3.00% 2,868,822 SH
18 ABBOTT LABORATORIES ABT 002824100 $110.6M 2.82% 1,077,201 SH
19 RESIDEO TECHNOLOGIES INC REZI 76118Y104 $105.9M 2.70% 3,141,349 SH
20 WASTE MGMT INC DEL WM 94106L109 $94.2M 2.40% 409,737 SH
21 STERIS PLC STE G8473T100 $87.2M 2.22% 394,495 SH
22 RESOLUTE HLDGS MGMT INC RHLD 76134H101 $86.6M 2.21% 533,391 SH
23 SHERWIN WILLIAMS CO SHW 824348106 $79.8M 2.03% 249,052 SH
24 SUNCOR ENERGY INC NEW SU 867224107 $58.4M 1.49% 882,951 SH
25 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $50.9M 1.30% 647,230 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $31.3M 0.80% 65,255 SH
27 ELI LILLY & CO LLY 532457108 $18.6M 0.48% 20,274 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $16.5M 0.42% 23 SH
29 PG&E CORP Call PCG 69331C108 $11.8M 0.30% 673,500 SH
30 ABBOTT LABORATORIES Call ABT 002824100 $11.2M 0.28% 108,700 SH
31 PALANTIR TECHNOLOGIES INC Put PLTR 69608A108 $9.1M 0.23% 62,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $3.92B 31 0001349434-26-000003
2026-03-31 2026-05-11 $3.92B 31 0001349434-26-000002
2025-12-31 2026-02-11 $4.14B 38 0001349434-26-000001
2025-09-30 2025-10-30 $4.01B 54 0001349434-25-000005