Stock Taper 
LOCUST WOOD CAPITAL ADVISERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PG&E Corporation | PCG | 5.31M | $89.31M |
 Element Solutions Inc | ESI | 3.53M | $168.77M |
 CSX Corporation | CSX | 2.88M | $136.91M |
 Amrize Ltd | AMRZ | 1.89M | $100.8M |
 Abbott Laboratories | ABT | 1.72M | $156.23M |
 NVIDIA Corporation | NVDA | 1.33M | $266.69M |
 Amazon.com, Inc. | AMZN | 1.25M | $298.79M |
 GE HealthCare Technologies Inc. | GEHC | 1.17M | $75.21M |
 Suncor Energy Inc. | SU | 881.31K | $47.31M |
 Coupang, Inc. | CPNG | 877.74K | $15.25M |
 Resolute Holdings Management, Inc. | RHLD | 709.24K | $102.51M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 705.82K | $337.08M |
 Alphabet Inc. | GOOGL | 652.91K | $233.33M |
 Visa Inc. | V | 643.85K | $220.9M |
 Microsoft Corporation | MSFT | 594.6K | $221.8M |
 Apple Inc. | AAPL | 479.15K | $138.65M |
 S&P Global Inc. | SPGI | 458.44K | $186.7M |
 STERIS plc | STE | 455.87K | $95.99M |
 Waste Management, Inc. | WM | 424.28K | $94.56M |
 Vertiv Holdings Co | VRT | 407.75K | $136.52M |