LOCUST WOOD CAPITAL ADVISERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STE | 440K | $108.81M |
 | MSFT | 409K | $211.67M |
 | APO | 401K | $53.44M |
 | SPGI | 286K | $139.31M |
 | V | 247K | $84.17M |
 | CRM | 243K | $57.70M |
 | ELV | 143K | $46.26M |
 | SGU | 139K | $1.64M |
 | SHW | 138K | $47.65M |
 | NOW | 89K | $81.52M |
 | BRK-B | 81K | $40.55M |
 | GPK | 27K | $527.31K |
 | SEE | 22K | $788.84K |
 | BALL | 12K | $614.12K |
 | EMN | 11K | $686.62K |
 | IFF | 10K | $604.01K |
 | CCK | 7K | $687.72K |
 | PCAR | 7K | $642.03K |
 | EXPD | 6K | $714.09K |
 | PKG | 3K | $687.57K |
STERIS plc
STE
Shares Held
440K
Value
$108.81M
Microsoft Corporation
MSFT
Shares Held
409K
Value
$211.67M
Apollo Global Management, Inc.
APO
Shares Held
401K
Value
$53.44M
S&P Global Inc.
SPGI
Shares Held
286K
Value
$139.31M
Visa Inc.
V
Shares Held
247K
Value
$84.17M
Salesforce, Inc.
CRM
Shares Held
243K
Value
$57.70M
Elevance Health Inc.
ELV
Shares Held
143K
Value
$46.26M
Star Group, L.P.
SGU
Shares Held
139K
Value
$1.64M
The Sherwin-Williams Company
SHW
Shares Held
138K
Value
$47.65M
ServiceNow, Inc.
NOW
Shares Held
89K
Value
$81.52M
Berkshire Hathaway Inc.
BRK-B
Shares Held
81K
Value
$40.55M
Graphic Packaging Holding Company
GPK
Shares Held
27K
Value
$527.31K
Sealed Air Corporation
SEE
Shares Held
22K
Value
$788.84K
Ball Corporation
BALL
Shares Held
12K
Value
$614.12K
Eastman Chemical Company
EMN
Shares Held
11K
Value
$686.62K
International Flavors & Fragrances Inc.
IFF
Shares Held
10K
Value
$604.01K
Crown Holdings, Inc.
CCK
Shares Held
7K
Value
$687.72K
PACCAR Inc
PCAR
Shares Held
7K
Value
$642.03K
Expeditors International of Washington, Inc.
EXPD
Shares Held
6K
Value
$714.09K
Packaging Corporation of America
PKG
Shares Held
3K
Value
$687.57K