Locust Wood Capital Advisers, LLC Purchases in Q2 2025

Locust Wood Capital Advisers, LLC

  • $3.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
739K
New
$94.31 - $157.99 $69.7M - $117M
739K $117M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
68.1K
+ 6.59%
$141.37 - $228.57 $9.63M - $15.6M
1.1M $250M
AMZN
Amazon Com Inc

Consumer Cyclical
173K
+ 20.67%
$167.32 - $223.3 $28.9M - $38.5M
1.01M $221M
NKE
Nike, Inc.

Consumer Cyclical
508K
+ 35.79%
$53.27 - $72.04 $27.1M - $36.6M
1.93M $137M
NOW
Service Now, Inc.

Technology
44.2K
New
$721.65 - $1040.18 $31.9M - $46M
44.2K $45.4M
CMPO
Compo Secure, Inc.

Industrials
819K
+ 11.16%
$9.65 - $14.46 $7.91M - $11.8M
8.16M $115M
GOOGL
Alphabet Inc.

Communication Services
101K
+ 15.15%
$144.7 - $178.6 $14.6M - $18M
766K $135M
SPGI
S&P Global Inc.

Financial Services
31.1K
+ 16.27%
$438.31 - $527.29 $13.6M - $16.4M
223K $117M
ABT
Abbott Laboratories

Healthcare
111K
+ 12.0%
$123.95 - $138.08 $13.8M - $15.4M
1.04M $141M
STE
Steris PLC

Healthcare
45.8K
+ 12.35%
$208.55 - $252.55 $9.55M - $11.6M
417K $100M
CRM
Salesforce, Inc.

Technology
40.5K
+ 10.5%
$236.26 - $291.15 $9.56M - $11.8M
426K $116M
VRT
Vertiv Holdings CO

Industrials
118K
+ 9.74%
N/A
1.32M $115M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
115K
+ 6.26%
$23.18 - $30.7 $2.65M - $3.52M
1.94M $55.2M
APO
Apollo Global Management, Inc.

Financial Services
15.9K
+ 3.69%
$108.68 - $145.07 $1.73M - $2.31M
447K $63.4M
V
Visa Inc.

Financial Services
7.4K
+ 3.19%
$308.27 - $373.31 $2.28M - $2.76M
240K $85.1M
BALL
Ball Corp

Consumer Cyclical
14.4K
New
$44.94 - $56.99 $647K - $821K
14.4K $807K
ETN
Eaton Corp PLC

Industrials
2.25K
New
$246.52 - $356.99 $553K - $801K
2.25K $801K
CMI
Cummins Inc

Industrials
2.45K
New
$267.12 - $336.65 $653K - $823K
2.45K $800K
SAIA
Saia Inc

Industrials
2.89K
New
$236.65 - $374.8 $684K - $1.08M
2.89K $791K
MMM
3 M CO

Industrials
5.14K
New
$126.09 - $154.15 $648K - $792K
5.14K $782K
NVT
N Vent Electric PLC

Industrials
10.7K
New
$45.2 - $73.35 $482K - $782K
10.7K $780K
UFPI
Ufp Industries Inc

Basic Materials
7.77K
New
$94.93 - $109.1 $738K - $848K
7.77K $772K
EXPD
Expeditors International Of Washington Inc

Industrials
6.75K
New
$102.84 - $122.24 $694K - $825K
6.75K $770K
PPG
Ppg Industries Inc

Basic Materials
6.75K
New
$91.66 - $115.04 $619K - $777K
6.75K $767K
PCAR
Paccar Inc

Industrials
7.9K
New
$86.4 - $99.09 $683K - $783K
7.9K $750K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
4.8K
New
$139.81 - $165.8 $671K - $796K
4.8K $745K
AVY
Avery Dennison Corp

Industrials
4.14K
New
$159.58 - $183.97 $660K - $761K
4.14K $725K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
32.3K
New
$21.02 - $26.3 $679K - $849K
32.3K $680K
CNHI
Cnh Industrial N.V.

Industrials
58.8K
New
N/A
58.8K $612K
AAON
Aaon, Inc.

Industrials
7.61K
New
$71.78 - $106.87 $546K - $813K
7.61K $561K
PKG
Packaging Corp Of America

Consumer Cyclical
290
+ 7.73%
$175.97 - $201.36 $51K - $58.4K
4.04K $761K
Resolute Hldgs Mgmt Inc
41.9K
+ 7.76%
N/A
582K $0
Canadian Pacific Kansas City
228K
+ 17.01%
N/A
1.57M $0
Ge Healthcare Technologies I
202K
+ 11.58%
N/A
1.95M $0
FTV
Fortive Corp

Technology
300
+ 2.94%
$52.13 - $74.29 $15.6K - $22.3K
10.5K $547K
AAPL
Apple Inc.

Technology
17.6K
+ 3.77%
$172.42 - $223.89 $3.03M - $3.93M
484K $99.2M
PCG
Pg&E Corp

Utilities
1.2M
+ 18.15%
$13.55 - $17.87 $16.2M - $21.4M
7.78M $108M
ELV
Elevance Health, Inc.

Healthcare
654
+ 0.2%
$372.27 - $452.69 $243K - $296K
326K $127M
Activity Summary
Buys All Purchases 39 New Holdings 17 Increased Positions 22 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 2 Puts 2
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