LEVIN CAPITAL STRATEGIES, L.P. Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$946.7M

Holdings

169

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (169 positions)

StockValue
MSFTMICROSOFT CORP
$51.7M
JPMJPMORGAN CHASE & CO.
$43.1M
BKBANK NEW YORK MELLON CORP
$35.8M
JNJJOHNSON & JOHNSON
$34.6M
OI*O-I GLASS INC
$33.4M
TRVCCITIGROUP INC
$32.8M
CATCATERPILLAR INC
$26.2M
AXSAXIS CAP HLDGS LTD
$25.6M
AMZNAMAZON COM INC
$23.1M
PRMBPRIMO BRANDS CORPORATION
$23.1M
LNGCHENIERE ENERGY INC
$22.6M
DFSEURDISCOVER FINL SVCS
$21.6M
GOOGLALPHABET INC
$20.3M
AAPLAPPLE INC
$19.6M
EXEEXPAND ENERGY CORPORATION
$19.3M
GOOGALPHABET INC
$19.2M
KKRKKR & CO INC
$19.0M
CCKCROWN HLDGS INC
$18.1M
GLNGGOLAR LNG LTD
$17.5M
PCGPG&E CORP
$16.3M
KOCOCA COLA CO
$16.2M
MRSHMARSH & MCLENNAN COS INC
$15.3M
SPRYARS PHARMACEUTICALS INC
$14.7M
ULUNILEVER PLC
$13.8M
GQ9SPDR GOLD TR
$13.1M
BACVERIZON COMMUNICATIONS INC
$12.8M
NTRSNORTHERN TR CORP
$12.7M
UBSUBS GROUP AG
$12.6M
IBMINTERNATIONAL BUSINESS MACHS
$12.2M
WMTWALMART INC
$12.1M
BWXTBWX TECHNOLOGIES INC
$11.0M
HZOMARINEMAX INC
$10.9M
GMGENERAL MTRS CO
$10.8M
DEDEERE & CO
$10.8M
TECK/BTECK RESOURCES LTD
$10.5M
UNPUNION PAC CORP
$10.4M
AIGAMERICAN INTL GROUP INC
$10.0M
LLOEWS CORP
$9.9M
VTIVANGUARD INDEX FDS
$9.7M
HESHESS CORP
$9.5M
APOAPOLLO GLOBAL MGMT INC
$9.1M
CDZICADIZ INC
$9.0M
BDXBECTON DICKINSON & CO
$8.9M
FDXFEDEX CORP
$8.3M
AURAAURA BIOSCIENCES INC
$8.0M
DEODIAGEO PLC
$6.2M
BCBRUNSWICK CORP
$5.7M
GAMGENERAL AMERN INVS CO INC
$5.4M
ETNEATON CORP PLC
$4.9M
CNXCNX RES CORP
$4.9M
VIGVANGUARD SPECIALIZED FUNDS
$4.7M
SPYSPDR S&P 500 ETF TR
$4.3M
XOMEXXON MOBIL CORP
$4.0M
NDQINVESCO QQQ TR
$3.6M
CNNECANNAE HLDGS INC
$3.5M
CRCCALIFORNIA RES CORP
$3.4M
SPHSUBURBAN PROPANE PARTNERS L
$3.3M
0J7QIAC INC
$3.3M
HDHOME DEPOT INC
$3.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.2M
KMBKIMBERLY-CLARK CORP
$3.1M
TMOTHERMO FISHER SCIENTIFIC INC
$3.1M
MGMMGM RESORTS INTERNATIONAL
$2.7M
TRVTRAVELERS COMPANIES INC
$2.5M
COFCAPITAL ONE FINL CORP
$2.5M
PGPROCTER AND GAMBLE CO
$2.4M
NVDANVIDIA CORPORATION
$2.3M
NEMNEWMONT CORP
$2.2M
ALKALASKA AIR GROUP INC
$1.9M
ALITALIGHT INC
$1.8M
APDAIR PRODS & CHEMS INC
$1.7M
BPBP PLC
$1.7M
VTVANGUARD INTL EQUITY INDEX F
$1.7M
UHSUNIVERSAL HLTH SVCS INC
$1.5M
VOOVANGUARD INDEX FDS
$1.4M
TSLATESLA INC
$1.4M
COSTCOSTCO WHSL CORP NEW
$1.4M
DISDISNEY WALT CO
$1.4M
AXPAMERICAN EXPRESS CO
$1.3M
BABOEING CO
$1.2M
MUSAMURPHY USA INC
$1.2M
WABWABTEC
$971K
PLTRPALANTIR TECHNOLOGIES INC
$928K
WSCWILLSCOT HLDGS CORP
$896K
ACTGACACIA RESH CORP
$880K
AESAES CORP
$871K
PKNREVVITY INC
$868K
BGCBGC GROUP INC
$859K
VNOVORNADO RLTY TR
$851K
ORLYOREILLY AUTOMOTIVE INC
$831K
FNFFIDELITY NATIONAL FINANCIAL
$827K
MAMASTERCARD INCORPORATED
$822K
TRCTEJON RANCH CO
$817K
NWSANEWS CORP NEW
$785K
TBLATABOOLA.COM LTD
$761K
CVXCHEVRON CORP NEW
$716K
SMMTSUMMIT THERAPEUTICS INC
$698K
METAMETA PLATFORMS INC
$691K
CITHE CIGNA GROUP
$681K
HNRGHALLADOR ENERGY COMPANY
$656K
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