Levin Capital Strategies, L.P. - Q42025 Holdings

Levin Capital Strategies, L.P. holds 206 stocks with a total portfolio value of $ 1.16B as of Q42025. In Q42025, Levin Capital Strategies, L.P. added 39 new positions, increased stakes in 34 stocks, reduced 75 holdings, and fully exited 41 positions. The largest holding is Microsoft Corp (MSFT), representing 5.79% of the total portfolio.