LOCUST WOOD CAPITAL ADVISERS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PCG | 8.23M | $144.56M |
 | ESI | 4.42M | $150.85M |
 | REZI | 3.16M | $106.60M |
 | CSX | 2.89M | $118.52M |
 | GEHC | 2.13M | $151.39M |
 | AMZN | 1.61M | $335.97M |
 | NVDA | 1.18M | $205.31M |
 | ABT | 1.09M | $111.40M |
 | SU | 889K | $58.76M |
 | TSM | 752K | $254.11M |
 | CP | 651K | $51.23M |
 | VRT | 540K | $135.39M |
 | V | 540K | $163.08M |
 | RHLD | 537K | $87.13M |
 | MSFT | 525K | $194.48M |
 | GOOGL | 522K | $150.02M |
 | AAPL | 481K | $122.02M |
 | LIN | 469K | $232.58M |
 | WM | 412K | $94.63M |
 | STE | 397K | $87.81M |
PG&E Corporation
PCG
Shares Held
8.23M
Value
$144.56M
Element Solutions Inc
ESI
Shares Held
4.42M
Value
$150.85M
Resideo Technologies, Inc.
REZI
Shares Held
3.16M
Value
$106.60M
CSX Corporation
CSX
Shares Held
2.89M
Value
$118.52M
GE HealthCare Technologies Inc.
GEHC
Shares Held
2.13M
Value
$151.39M
Amazon.com, Inc.
AMZN
Shares Held
1.61M
Value
$335.97M
NVIDIA Corporation
NVDA
Shares Held
1.18M
Value
$205.31M
Abbott Laboratories
ABT
Shares Held
1.09M
Value
$111.40M
Suncor Energy Inc.
SU
Shares Held
889K
Value
$58.76M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
752K
Value
$254.11M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
651K
Value
$51.23M
Vertiv Holdings Co
VRT
Shares Held
540K
Value
$135.39M
Visa Inc.
V
Shares Held
540K
Value
$163.08M
Resolute Holdings Management, Inc.
RHLD
Shares Held
537K
Value
$87.13M
Microsoft Corporation
MSFT
Shares Held
525K
Value
$194.48M
Alphabet Inc.
GOOGL
Shares Held
522K
Value
$150.02M
Apple Inc.
AAPL
Shares Held
481K
Value
$122.02M
Linde plc
LIN
Shares Held
469K
Value
$232.58M
Waste Management, Inc.
WM
Shares Held
412K
Value
$94.63M
STERIS plc
STE
Shares Held
397K
Value
$87.81M