Locust Wood Capital Advisers, LLC - Q32026 Holdings

Locust Wood Capital Advisers, LLC holds 33 stocks with a total portfolio value of $ 4.43B as of Q32026. In Q32026, Locust Wood Capital Advisers, LLC added 6 new positions, increased stakes in 14 stocks, reduced 12 holdings, and fully exited 4 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 7.82% of the total portfolio.