Locust Wood Capital Advisers, LLC - Q22026 Holdings

Locust Wood Capital Advisers, LLC holds 31 stocks with a total portfolio value of $ 4.15B as of Q22026. In Q22026, Locust Wood Capital Advisers, LLC added 5 new positions, increased stakes in 15 stocks, reduced 10 holdings, and fully exited 3 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 8.12% of the total portfolio.