Locust Wood Capital Advisers, LLC Incresed Positions in Q2 2025

Locust Wood Capital Advisers, LLC

  • $3.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
ESI
Element Solutions Inc

Basic Materials
628K
+ 17.07%
$17.5 - $22.96 $11M - $14.4M
4.31M $97.6M
CRM
Salesforce, Inc.

Technology
40.5K
+ 10.5%
$236.26 - $291.15 $9.56M - $11.8M
426K $116M
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
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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