Locust Wood Capital Advisers, LLC - Q42025 Holdings

Locust Wood Capital Advisers, LLC holds 34 stocks with a total portfolio value of $ 4.14B as of Q42025. In Q42025, Locust Wood Capital Advisers, LLC added 1 new position, increased stakes in 16 stocks, reduced 15 holdings, and fully exited 19 positions. The largest holding is Linde PLC (LIN), representing 7.51% of the total portfolio.