LEVIN CAPITAL STRATEGIES, L.P. Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$1.1B

Holdings

208

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (208 positions)

StockValue
MSFTMICROSOFT CORP
$72.1M
JPMJPMORGAN CHASE & CO.
$54.5M
BKBANK NEW YORK MELLON CORP
$46.2M
GOOGLALPHABET INC
$42.1M
JNJJOHNSON & JOHNSON
$38.5M
COFCAPITAL ONE FINL CORP
$37.6M
CATCATERPILLAR INC
$36.2M
OI*O-I GLASS INC
$30.2M
GOOGALPHABET INC
$28.8M
UBSUBS GROUP AG
$28.6M
AMZNAMAZON COM INC
$27.1M
UNPUNION PAC CORP
$24.0M
AXSAXIS CAP HLDGS LTD
$24.0M
EXEEXPAND ENERGY CORPORATION
$23.1M
BWXTBWX TECHNOLOGIES INC
$22.7M
AAPLAPPLE INC
$22.4M
KKRKKR & CO INC
$21.4M
TRVCCITIGROUP INC
$21.2M
HZOMARINEMAX INC
$18.1M
GLNGGOLAR LNG LTD
$18.0M
CDZICADIZ INC
$17.3M
GQ9SPDR GOLD TR
$16.4M
NTRSNORTHERN TR CORP
$15.9M
PCGPG&E CORP
$15.7M
0J7QIAC INC
$15.0M
KOCOCA COLA CO
$15.0M
WMTWALMART INC
$14.2M
GMGENERAL MTRS CO
$12.8M
MRSHMARSH & MCLENNAN COS INC
$12.5M
BACVERIZON COMMUNICATIONS INC
$12.5M
TECK/BTECK RESOURCES LTD
$12.5M
LLOEWS CORP
$11.1M
IBMINTERNATIONAL BUSINESS MACHS
$10.9M
DEDEERE & CO
$10.3M
CVXCHEVRON CORP NEW
$10.1M
AURAAURA BIOSCIENCES INC
$10.1M
ULUNILEVER PLC
$10.0M
CCKCROWN HLDGS INC
$9.3M
SPGIS&P GLOBAL INC
$9.1M
AIGAMERICAN INTL GROUP INC
$9.0M
APOAPOLLO GLOBAL MGMT INC
$8.9M
VTIVANGUARD INDEX FDS
$8.3M
SPYSPDR S&P 500 ETF TR
$8.2M
SPRYARS PHARMACEUTICALS INC
$7.7M
BDXBECTON DICKINSON & CO
$7.0M
GAMGENERAL AMERN INVS CO INC
$6.7M
BCBRUNSWICK CORP
$6.0M
XOMEXXON MOBIL CORP
$5.7M
ETNEATON CORP PLC
$5.7M
MGMMGM RESORTS INTERNATIONAL
$5.2M
VIGVANGUARD SPECIALIZED FUNDS
$5.2M
NDQINVESCO QQQ TR
$5.1M
DEODIAGEO PLC
$4.7M
CNXCNX RES CORP
$4.6M
JBSJBS N.V.
$4.3M
NVDANVIDIA CORPORATION
$4.2M
NEMNEWMONT CORP
$3.8M
HDHOME DEPOT INC
$3.6M
EQHEQUITABLE HLDGS INC
$3.3M
CRCCALIFORNIA RES CORP
$3.1M
IWMISHARES TR
$3.0M
ALKALASKA AIR GROUP INC
$3.0M
TMOTHERMO FISHER SCIENTIFIC INC
$3.0M
SPHSUBURBAN PROPANE PARTNERS L
$2.9M
TRVTRAVELERS COMPANIES INC
$2.9M
MTNVAIL RESORTS INC
$2.9M
ACTGACACIA RESH CORP
$2.9M
KMBKIMBERLY-CLARK CORP
$2.6M
ALITALIGHT INC
$2.6M
TSLATESLA INC
$2.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.1M
CNNECANNAE HLDGS INC
$2.0M
VTVANGUARD INTL EQUITY INDEX F
$2.0M
KHCKRAFT HEINZ CO
$1.9M
ARMKARAMARK
$1.8M
BPBP PLC
$1.8M
BABOEING CO
$1.8M
CITHE CIGNA GROUP
$1.7M
VOOVANGUARD INDEX FDS
$1.7M
PGPROCTER AND GAMBLE CO
$1.7M
UHSUNIVERSAL HLTH SVCS INC
$1.7M
TRCTEJON RANCH CO
$1.6M
DISDISNEY WALT CO
$1.6M
AXPAMERICAN EXPRESS CO
$1.5M
APDAIR PRODS & CHEMS INC
$1.5M
HOODROBINHOOD MKTS INC
$1.4M
COSTCOSTCO WHSL CORP NEW
$1.4M
PLTRPALANTIR TECHNOLOGIES INC
$1.1M
WABWABTEC
$1.1M
FLRFLUOR CORP NEW
$1.0M
IONQIONQ INC
$999K
MUSAMURPHY USA INC
$983K
FDXFEDEX CORP
$974K
RTXRTX CORPORATION
$966K
ORLYOREILLY AUTOMOTIVE INC
$938K
DRTSALPHA TAU MEDICAL LTD
$923K
BGCBGC GROUP INC
$922K
MBLYMOBILEYE GLOBAL INC
$918K
DDDUPONT DE NEMOURS INC
$896K
BATRAATLANTA BRAVES HLDGS INC
$893K
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