Locust Wood Capital Advisers, LLC - Q12026 Holdings

Locust Wood Capital Advisers, LLC holds 29 stocks with a total portfolio value of $ 3.92B as of Q12026. In Q12026, Locust Wood Capital Advisers, LLC added 2 new positions, increased stakes in 10 stocks, reduced 17 holdings, and fully exited 7 positions. The largest holding is Amazon Com Inc (AMZN), representing 8.50% of the total portfolio.