LOCUST WOOD CAPITAL ADVISERS, LLC Q2 2024 Filing
Filed August 12, 2024
Portfolio Value
$2.8T
Holdings
37
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (37 positions)
| Stock | Value |
|---|---|
TSMTAIWAN SEMICONDUCTOR MFG LTD | $206.2B |
LINLINDE PLC | $200.6B |
ELVELEVANCE HEALTH INC | $162.2B |
VRTVERTIV HOLDINGS CO | $143.5B |
AXTAAXALTA COATING SYS LTD | $134.2B |
GOOGLALPHABET INC | $133.6B |
SUSUNCOR ENERGY INC NEW | $128.4B |
ABTABBOTT LABS | $123.5B |
APOAPOLLO GLOBAL MGMT INC | $123.2B |
AMZNAMAZON COM INC | $119.8B |
PCGPG&E CORP | $110.7B |
MSFTMICROSOFT CORP | $105.0B |
SPGIS&P GLOBAL INC | $100.1B |
CPCANADIAN PACIFIC KANSAS CITY | $99.2B |
GEHCGE HEALTHCARE TECHNOLOGIES I | $87.6B |
UNHUNITEDHEALTH GROUP INC | $84.9B |
WMWASTE MGMT INC DEL | $81.3B |
VVISA INC | $77.4B |
AAPLAPPLE INC | $74.2B |
PAHUSDELEMENT SOLUTIONS INC | $73.8B |
STESTERIS PLC | $73.4B |
HONHONEYWELL INTL INC | $73.0B |
CRMSALESFORCE INC | $72.5B |
CZRCAESARS ENTERTAINMENT INC NE | $63.5B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $43.3B |
RHRH | $23.3B |
BRK-BBERKSHIRE HATHAWAY INC DEL | $22.0B |
COKECOCA COLA CONS INC | $15.4B |
NKENIKE INC | $12.8B |
JPMJPMORGAN CHASE & CO. | $12.5B |
XLISELECT SECTOR SPDR TR | $4.6B |
SGUSTAR GROUP L P | $1.8B |
IFFINTERNATIONAL FLAVORS&FRAGRA | $1.3B |
TTTRANE TECHNOLOGIES PLC | $1.1B |
OCOWENS CORNING NEW | $1.1B |
CSLCARLISLE COS INC | $1.0B |
DINOHF SINCLAIR CORP | $328.8M |