LOCUST WOOD CAPITAL ADVISERS, LLC Q3 2018 Filing

Filed November 5, 2018

Portfolio Value

$1.4T

Holdings

40

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (40 positions)

StockValue
PXGBXPRAXAIR INC
$205.6B
CMCSACOMCAST CORP NEW
$107.3B
MSFTMICROSOFT CORP
$80.6B
ABTABBOTT LABS
$56.7B
JPMJPMORGAN CHASE & CO
$51.8B
GCI LIBERTY INC
$50.8B
KOCOCA COLA CO
$49.2B
BRK/BBERKSHIRE HATHAWAY INC DEL
$47.6B
GSGOLDMAN SACHS GROUP INC
$46.1B
AAPLAPPLE INC
$44.5B
GOOGALPHABET INC
$41.3B
AABAUSDALTABA INC
$40.2B
SUSUNCOR ENERGY INC NEW
$38.3B
HHC*HOWARD HUGHES CORP
$37.6B
HONHONEYWELL INTL INC
$36.6B
FWONALIBERTY MEDIA CORP DELAWARE
$36.2B
IWMISHARES TR
$35.9B
BABAALIBABA GROUP HLDG LTD
$35.6B
LDOSLEIDOS HLDGS INC
$32.4B
SPYSPDR S&P 500 ETF TR
$31.0B
DHRDANAHER CORP DEL
$30.6B
MDTMEDTRONIC PLC
$30.0B
GSKGLAXOSMITHKLINE PLC
$28.0B
BRK-BBERKSHIRE HATHAWAY INC DEL
$25.9B
GDGENERAL DYNAMICS CORP
$25.6B
AMZNAMAZON COM INC
$23.6B
BACBANK AMER CORP
$19.7B
ELVANTHEM INC
$17.9B
GS ACQUISITION HLDGS CORP
$17.9B
CRMSALESFORCE COM INC
$17.7B
MLMMARTIN MARIETTA MATLS INC
$16.3B
MHKMOHAWK INDS INC
$15.8B
LILALIBERTY LATIN AMERICA LTD
$14.3B
CRICARTERS INC
$14.0B
SGUSTAR GROUP L P
$13.9B
LBRDKLIBERTY BROADBAND CORP
$12.1B
PLATFORM SPECIALTY PRODS COR
$9.5B
GS ACQUISITION HLDGS CORP
$3.9B
XOMEXXON MOBIL CORP
$2.7B
AEOAMERICAN EAGLE OUTFITTERS NE
$1.3B