LEVIN CAPITAL STRATEGIES, L.P. Q2 2025 Filing

Filed August 5, 2025

Portfolio Value

$1.0B

Holdings

191

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (191 positions)

StockValue
MSFTMICROSOFT CORP
$68.7M
JPMJPMORGAN CHASE & CO.
$50.2M
BKBANK NEW YORK MELLON CORP
$38.9M
COFCAPITAL ONE FINL CORP
$38.7M
OI*O-I GLASS INC
$35.6M
JNJJOHNSON & JOHNSON
$31.7M
GOOGLALPHABET INC
$30.8M
CATCATERPILLAR INC
$29.5M
AMZNAMAZON COM INC
$26.9M
AXSAXIS CAP HLDGS LTD
$25.9M
UBSUBS GROUP AG
$24.4M
KKRKKR & CO INC
$21.9M
GOOGALPHABET INC
$21.0M
UNPUNION PAC CORP
$20.8M
GLNGGOLAR LNG LTD
$20.5M
TECK/BTECK RESOURCES LTD
$20.0M
TRVCCITIGROUP INC
$19.2M
HZOMARINEMAX INC
$18.5M
AAPLAPPLE INC
$18.1M
BWXTBWX TECHNOLOGIES INC
$17.8M
EXEEXPAND ENERGY CORPORATION
$16.4M
0J7QIAC INC
$16.1M
KOCOCA COLA CO
$16.0M
NTRSNORTHERN TR CORP
$15.0M
PRMBPRIMO BRANDS CORPORATION
$15.0M
IBMINTERNATIONAL BUSINESS MACHS
$14.2M
GQ9SPDR GOLD TR
$13.9M
ULUNILEVER PLC
$13.7M
MRSHMARSH & MCLENNAN COS INC
$13.7M
WMTWALMART INC
$13.5M
PCGPG&E CORP
$12.9M
BACVERIZON COMMUNICATIONS INC
$12.3M
DEDEERE & CO
$11.7M
CCKCROWN HLDGS INC
$10.5M
GMGENERAL MTRS CO
$10.3M
LLOEWS CORP
$10.1M
AIGAMERICAN INTL GROUP INC
$9.8M
APOAPOLLO GLOBAL MGMT INC
$9.8M
CDZICADIZ INC
$9.7M
AURAAURA BIOSCIENCES INC
$9.4M
HESHESS CORP
$8.1M
VTIVANGUARD INDEX FDS
$7.7M
BDXBECTON DICKINSON & CO
$6.7M
SPYSPDR S&P 500 ETF TR
$6.6M
GAMGENERAL AMERN INVS CO INC
$6.0M
XOMEXXON MOBIL CORP
$5.6M
ETNEATON CORP PLC
$5.4M
SPRYARS PHARMACEUTICALS INC
$5.2M
DEODIAGEO PLC
$5.2M
BCBRUNSWICK CORP
$4.9M
VIGVANGUARD SPECIALIZED FUNDS
$4.9M
CNXCNX RES CORP
$4.8M
MGMMGM RESORTS INTERNATIONAL
$4.7M
NDQINVESCO QQQ TR
$4.7M
CRWVCOREWEAVE INC
$4.0M
NVDANVIDIA CORPORATION
$3.8M
ALKALASKA AIR GROUP INC
$3.4M
HDHOME DEPOT INC
$3.3M
CNNECANNAE HLDGS INC
$3.2M
KMBKIMBERLY-CLARK CORP
$2.9M
SPHSUBURBAN PROPANE PARTNERS L
$2.9M
KHCKRAFT HEINZ CO
$2.9M
TRVTRAVELERS COMPANIES INC
$2.8M
CRCCALIFORNIA RES CORP
$2.7M
NEMNEWMONT CORP
$2.6M
TMOTHERMO FISHER SCIENTIFIC INC
$2.5M
TSLATESLA INC
$2.3M
ALITALIGHT INC
$2.1M
JBSJBS N.V.
$2.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.0M
DISDISNEY WALT CO
$2.0M
VTVANGUARD INTL EQUITY INDEX F
$1.8M
PGPROCTER AND GAMBLE CO
$1.7M
BABOEING CO
$1.7M
TRCTEJON RANCH CO
$1.7M
BPBP PLC
$1.6M
APDAIR PRODS & CHEMS INC
$1.6M
VOOVANGUARD INDEX FDS
$1.6M
BGBUNGE GLOBAL SA
$1.5M
AXPAMERICAN EXPRESS CO
$1.5M
COSTCOSTCO WHSL CORP NEW
$1.5M
UHSUNIVERSAL HLTH SVCS INC
$1.5M
BATRAATLANTA BRAVES HLDGS INC
$1.4M
SYU1SYNOVUS FINL CORP
$1.3M
UBERUBER TECHNOLOGIES INC
$1.2M
WABWABTEC
$1.1M
BLDRBUILDERS FIRSTSOURCE INC
$1.1M
ACTGACACIA RESH CORP
$1.1M
TPCTUTOR PERINI CORP
$1.1M
MUSAMURPHY USA INC
$1.0M
FDXFEDEX CORP
$939K
PVHPVH CORPORATION
$933K
OSCROSCAR HEALTH INC
$858K
METAMETA PLATFORMS INC
$855K
TBLATABOOLA.COM LTD
$853K
MAMASTERCARD INCORPORATED
$843K
GLWCORNING INC
$817K
PKNREVVITY INC
$793K
BGCBGC GROUP INC
$792K
IONQIONQ INC
$784K
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