Locust Wood Capital Advisers, LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.37 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vertiv Holdings CO with a value of $199M, Elevance Health, Inc. with a value of $150M, Taiwan Semiconductor Manufacturing CO LTD with a value of $144M, Suncor Energy Inc with a value of $114M, and Axalta Coating Systems Ltd. with a value of $110M.

Examining the 13F form we can see an increase of $62.5M in the current position value, from $2.31B to 2.37B.

Below you can find more details about Locust Wood Capital Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.37 Billion
Financial Services: $426 Million
Healthcare: $411 Million
Industrials: $388 Million
Technology: $356 Million
Consumer Cyclical: $187 Million
Basic Materials: $178 Million
Energy: $116 Million
ETFs: $113 Million
Other: $197 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 44
  • Current Value $2.37 Billion
  • Prior Value $2.31 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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