Locust Wood Capital Advisers, LLC Purchases in Q1 2025

Locust Wood Capital Advisers, LLC

  • $2.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
227K
+ 84.52%
$375.39 - $447.2 $85.3M - $102M
496K $186M
WM
Waste Management Inc

Industrials
198K
+ 36.74%
$200.54 - $233.78 $39.8M - $46.4M
738K $171M
ELV
Elevance Health, Inc.

Healthcare
68.1K
+ 26.5%
$365.9 - $436.25 $24.9M - $29.7M
325K $141M
STE
Steris PLC

Healthcare
115K
+ 45.01%
$202.46 - $232.74 $23.3M - $26.8M
371K $84M
AMZN
Amazon Com Inc

Consumer Cyclical
216K
+ 34.8%
$190.26 - $242.06 $41M - $52.2M
835K $159M
ABT
Abbott Laboratories

Healthcare
12.7K
+ 1.39%
$111.1 - $140.22 $1.41M - $1.78M
927K $123M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21.3K
+ 28.62%
$442.66 - $534.52 $9.43M - $11.4M
95.8K $51M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
521K
+ 15.35%
$32.86 - $38.05 $17.1M - $19.8M
3.91M $130M
SPGI
S&P Global Inc.

Financial Services
21.4K
+ 12.58%
$478.26 - $543.77 $10.2M - $11.6M
191K $97.3M
VRT
Vertiv Holdings CO

Industrials
139K
+ 13.06%
N/A
1.21M $105M
AAPL
Apple Inc.

Technology
87.8K
+ 23.21%
$209.68 - $247.1 $18.4M - $21.7M
466K $104M
CRM
Salesforce, Inc.

Technology
85.2K
+ 28.38%
$268.36 - $359.95 $22.9M - $30.7M
385K $103M
ESI
Element Solutions Inc

Basic Materials
506K
+ 15.94%
$22.61 - $27.55 $11.4M - $13.9M
3.68M $83.2M
NKE
Nike, Inc.

Consumer Cyclical
259K
+ 22.33%
$63.29 - $81.72 $16.4M - $21.2M
1.42M $90.1M
CE
Celanese Corp

Basic Materials
15.2K
New
$47.02 - $74.12 $712K - $1.12M
15.2K $860K
BLD
Top Build Corp

Industrials
2.61K
New
$295.17 - $354.82 $769K - $924K
2.61K $794K
GWW
W.W. Grainger, Inc.

Industrials
790
New
$953.54 - $1132.42 $753K - $895K
790 $780K
IP
International Paper CO

Consumer Cyclical
14.4K
New
$49.38 - $60.09 $710K - $864K
14.4K $767K
AIT
Applied Industrial Technologies Inc

Industrials
3.4K
New
$218.93 - $269.18 $744K - $915K
3.4K $766K
TDY
Teledyne Technologies Inc

Technology
1.53K
New
$455.51 - $518.84 $697K - $794K
1.53K $761K
TT
Trane Technologies PLC

Industrials
2.25K
New
$332.0 - $400.86 $747K - $902K
2.25K $758K
FTV
Fortive Corp

Technology
10.2K
New
$71.82 - $82.98 $733K - $846K
10.2K $746K
SEE
Sealed Air Corp

Consumer Cyclical
24.9K
New
$28.9 - $35.65 $719K - $887K
24.9K $718K
URI
United Rentals, Inc.

Industrials
1.11K
New
$594.17 - $789.56 $660K - $876K
1.11K $695K
FIX
Comfort Systems Usa Inc

Industrials
2.13K
New
$313.26 - $550.27 $667K - $1.17M
2.13K $686K
Ge Healthcare Technologies I
334K
+ 23.65%
N/A
1.74M $0
Canadian Pacific Kansas City
134K
+ 11.09%
N/A
1.34M $0
Linde PLC
36.1K
+ 8.2%
N/A
476K $0
Resolute Hldgs Mgmt Inc
540K
New
N/A
540K $0
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
138K
+ 8.17%
$25.0 - $39.76 $3.45M - $5.49M
1.83M $45.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
54.6K
+ 5.58%
$165.25 - $224.62 $9.02M - $12.3M
1.03M $172M
Activity Summary
Buys All Purchases 32 New Holdings 12 Increased Positions 20 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 3 Puts 3
Track This Portfolio

Track Locust Wood Capital Advisers, LLC Portfolio

Follow Locust Wood Capital Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Locust Wood Capital Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Locust Wood Capital Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email