LEVIN CAPITAL STRATEGIES, L.P. Q4 2023 Filing

Filed February 6, 2024

Portfolio Value

$927.0M

Holdings

226

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (226 positions)

StockValue
GAMIDA CELL LTD
$2.5B
MSFTMICROSOFT CORP
$63.5M
UBSUBS GROUP AG
$35.7M
JNJJOHNSON & JOHNSON
$33.4M
JPMJPMORGAN CHASE & CO
$32.6M
CATCATERPILLAR INC
$32.0M
GMGENERAL MTRS CO
$30.4M
OI*O-I GLASS INC
$27.7M
TLVGRUPO TELEVISA S A B
$27.4M
IBMINTERNATIONAL BUSINESS MACHS
$26.9M
CCKCROWN HLDGS INC
$26.9M
PCGPG&E CORP
$26.3M
AAPLAPPLE INC
$23.8M
BKBANK NEW YORK MELLON CORP
$23.7M
ULUNILEVER PLC
$20.8M
GOOGLALPHABET INC
$20.7M
AMZNAMAZON COM INC
$19.1M
GOOGALPHABET INC
$17.9M
DEDEERE & CO
$17.8M
HZOMARINEMAX INC
$16.9M
KKRKKR & CO INC
$13.9M
KOCOCA COLA CO
$13.6M
FMXFOMENTO ECONOMICO MEXICANO S
$13.0M
DEODIAGEO PLC
$12.7M
BCBRUNSWICK CORP
$12.4M
UNPUNION PAC CORP
$12.3M
TRVCCITIGROUP INC
$12.3M
MRSHMARSH & MCLENNAN COS INC
$12.2M
WMTWALMART INC
$11.8M
BWXTBWX TECHNOLOGIES INC
$11.7M
NTRSNORTHERN TR CORP
$11.4M
CRCCALIFORNIA RES CORP
$10.2M
NABORS ENERGY TRANSITION COR
$10.0M
PLDPROLOGIS INC.
$9.9M
BDXBECTON DICKINSON & CO
$9.7M
LLOEWS CORP
$9.3M
GQ9SPDR GOLD TR
$9.2M
AIGAMERICAN INTL GROUP INC
$7.5M
AESAES CORP
$7.4M
CVXCHEVRON CORP NEW
$7.2M
TECK/BTECK RESOURCES LTD
$6.9M
AAALCOA CORP
$6.5M
NDQINVESCO QQQ TR
$6.3M
SPHSUBURBAN PROPANE PARTNERS L
$5.8M
DISDISNEY WALT CO
$4.6M
VTIVANGUARD INDEX FDS
$4.6M
GAMGENERAL AMERN INVS CO INC
$4.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.5M
VIGVANGUARD SPECIALIZED FUNDS
$4.1M
ABXBARRICK GOLD CORP
$4.0M
WRKUSDWESTROCK CO
$3.9M
ETNEATON CORP PLC
$3.9M
SPYSPDR S&P 500 ETF TR
$3.8M
HDHOME DEPOT INC
$3.4M
DMYYWDMY SQUARED TECHNOLOGY GROUP
$3.0M
BCBEURPRIMO WATER CORPORATION
$3.0M
XOMEXXON MOBIL CORP
$2.9M
LYVLIVE NATION ENTERTAINMENT IN
$2.7M
CDZICADIZ INC
$2.7M
HESHESS CORP
$2.7M
BABAALIBABA GROUP HLDG LTD
$2.7M
GTGOODYEAR TIRE & RUBR CO
$2.6M
DDDUPONT DE NEMOURS INC
$2.6M
SGMLSIGMA LITHIUM CORPORATION
$2.5M
BGCBGC GROUP INC
$2.5M
PFEPFIZER INC
$2.4M
IONQIONQ INC
$2.4M
OKLOALTC ACQUISITION CORP
$2.3M
FDXFEDEX CORP
$2.0M
ARES ACQUISITION CORP II
$2.0M
APDAIR PRODS & CHEMS INC
$2.0M
TPCTUTOR PERINI CORP
$2.0M
TRVTRAVELERS COMPANIES INC
$1.8M
ITWILLINOIS TOOL WKS INC
$1.8M
KHCKRAFT HEINZ CO
$1.8M
TSLATESLA INC
$1.7M
THCTENET HEALTHCARE CORP
$1.7M
WDCWESTERN DIGITAL CORP.
$1.6M
VTVANGUARD INTL EQUITY INDEX F
$1.5M
WSCWILLSCOT MOBIL MINI HLDNG CO
$1.5M
ACAARCOSA INC
$1.3M
UHSUNIVERSAL HLTH SVCS INC
$1.3M
NGNOVAGOLD RES INC
$1.3M
SONYSONY GROUP CORP
$1.2M
PGPROCTER AND GAMBLE CO
$1.2M
TRCTEJON RANCH CO
$1.2M
TBLATABOOLA.COM LTD
$1.1M
SMRNUSCALE PWR CORP
$1.1M
CNMCORE & MAIN INC
$1.1M
NWSANEWS CORP NEW
$1.1M
THOTHOR INDS INC
$1.1M
WYWEYERHAEUSER CO MTN BE
$1.0M
DRTSALPHA TAU MEDICAL LTD
$993K
AXPAMERICAN EXPRESS CO
$985K
ACTGACACIA RESH CORP
$932K
MUSAMURPHY USA INC
$902K
PKNREVVITY INC
$896K
SSYSSTRATASYS LTD
$892K
AURAAURA BIOSCIENCES INC
$886K
DWDMORGAN STANLEY
$850K
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