LOCUST WOOD CAPITAL ADVISERS, LLC Q2 2021 Filing
Filed July 26, 2021
Portfolio Value
$1.7T
Holdings
37
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (37 positions)
| Stock | Value |
|---|---|
LINLINDE PLC | $133.2M |
AMTAMERICAN TOWER CORP NEW | $102.8M |
WMWASTE MGMT INC DEL | $90.7M |
BSXBOSTON SCIENTIFIC CORP | $78.4M |
ELVANTHEM INC | $74.8M |
AMZNAMAZON COM INC | $69.8M |
VRTVERTIV HOLDINGS CO | $64.9M |
GOOGLALPHABET INC | $62.9M |
GSGOLDMAN SACHS GROUP INC | $62.1M |
MSFTMICROSOFT CORP | $60.2M |
PAHUSDELEMENT SOLUTIONS INC | $58.8M |
PYPLPAYPAL HLDGS INC | $58.2M |
METAFACEBOOK INC | $57.0M |
VVISA INC | $52.6M |
CRMSALESFORCE COM INC | $52.4M |
AAPLAPPLE INC | $51.9M |
PEGAPEGASYSTEMS INC | $51.2M |
SUSUNCOR ENERGY INC NEW | $50.4M |
ABTABBOTT LABS | $49.8M |
JPMJPMORGAN CHASE & CO | $48.6M |
UNHUNITEDHEALTH GROUP INC | $48.2M |
MCDMCDONALDS CORP | $47.5M |
SPGIS&P GLOBAL INC | $46.0M |
HONHONEYWELL INTL INC | $45.6M |
—PERSHING SQUARE TONTINE HLDG | $41.1M |
DISDISNEY WALT CO | $39.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $22.4M |
DPZDOMINOS PIZZA INC | $21.8M |
—GS ACQUISITION HLDGS CORP II | $21.8M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $21.8M |
SPYSPDR S&P 500 ETF TR | $15.8M |
IWMISHARES TR | $14.4M |
SKMEURSK TELECOM LTD | $9.9M |
SGUSTAR GROUP L P | $9.3M |
—LORDSTOWN MOTORS CORP | $1.2M |
—PERSHING SQUARE TONTINE HLDG | $720K |
HEPUSDHOLLY ENERGY PARTNERS L P | $711K |