Arkolith/Funds/Levin Capital Strategies, L.P.

Levin Capital Strategies, L.P.

CIK 1354821
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Levin Capital Strategies, L.P. holds a diversified book of 256 stocks worth $1.5B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Caterpillar Inc. Their largest long position is Caterpillar Inc at 5% of the equity book. They also disclosed $773K in put options (a bearish bet) and $1.3M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show LEVIN CAPITAL STRATEGIES, L.P.'s latest
holdings, largest changes, and filing provenance.
Opened
208
new positions
Added to
49
existing
Trimmed
84
reduced
Sold out
30
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
34%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

95% mapped to company sectors

Financials
25%
Information Technology
18%
Industrials
16%
Health Care
10%
Consumer Discretionary
9%
Materials
7%
ETF / fund or unclassified
5%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Levin Capital Strategies, L.P.

Manager / fundShared namesTheir $ in those
GAMMA Investing LLC79 / 80$857.5M
MORGAN STANLEY78 / 80$503.1B
BANK OF AMERICA CORP /DE/78 / 80$323.4B
NORTHERN TRUST CORP78 / 80$287.5B
ROYAL BANK OF CANADA78 / 80$138.9B
UBS Group AG78 / 80$138.5B
WELLS FARGO & COMPANY/MN78 / 80$128.2B
PNC FINANCIAL SERVICES GROUP, INC.78 / 80$33.6B

Ranked by how many of Levin Capital Strategies, L.P.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

256 positions
#SecurityValueShares% PortLast moveHistory
1Caterpillar Inc
COM
$67.4M63.3K
4.5%
−1.7%
Reduced · −1K sh
2Alphabet Inc
CAP STK CL A
$60.9M170.5K
4.1%
−1.1%
Reduced · −2K sh
3Bank Of NY Mellon Corp
COM
$59.5M411.3K
4.0%
−1.0%
Reduced · −4K sh
4JPMorgan Chase & Co
COM
$57.5M175.8K
3.9%
−0.9%
Reduced · −2K sh
5Johnson & Johnson
COM
$52.3M206.1K
3.5%
−0.6%
Reduced · −1K sh
6Microsoft Corp
COM
$50.0M134.1K
3.4%
−0.9%
Reduced · −1K sh
7Kimberly-Clark Corp
COM
$48.0M437.6K
3.2%
+27%
Added · +93K sh
8Alphabet Inc
CAP STK CL C
$38.9M110.1K
2.6%
−0.9%
Reduced · −1K sh
9Capital One Finl Corp
COM
$37.3M186.1K
2.5%
+3.5%
Added · +6K sh
10Amazon Com Inc
COM
$33.0M138.4K
2.2%
−0.2%
Reduced · −265 sh
11UBS Group AG
SHS
$31.0M624.8K
2.1%
−1.4%
Reduced · −9K sh
12Union Pac Corp
COM
$28.0M102.8K
1.9%
−0.6%
Reduced · −616 sh
13Apple Inc
COM
$27.3M94.4K
1.8%
+0.4%
Added · +411 sh
14Verizon Communications Inc
COM
$22.6M533.0K
1.5%
+7.5%
Added · +37K sh
15Expand Energy Corporation
COM
$22.3M244.5K
1.5%
+25%
Added · +49K sh
16Becton Dickinson & Co
COM
$21.4M141.5K
1.4%
−1.5%
Reduced · −2K sh
17Northern TR Corp
COM
$20.0M115.3K
1.3%
−0.7%
Reduced · −861 sh
18O-I Glass Inc
COM
$19.3M2.00M
1.3%
+89%
Added · +941K sh
19BWX Technologies Inc
COM
$18.9M97.2K
1.3%
−1.4%
Reduced · −1K sh
20Cadiz Inc
COM NEW
$18.8M4.50M
1.3%
+18%
Added · +680K sh
21Regal Rexnord Corporation
COM
$18.1M76.0K
1.2%
−7.2%
Reduced · −6K sh
22Coca Cola Co
COM
$18.0M221.5K
1.2%
−0.1%
Reduced · −352 sh
23Axis Cap Hldgs Ltd
SHS
$17.7M165.0K
1.2%
−5.0%
Reduced · −9K sh
24Bank Of Amer Corp
COM
$17.3M304.4K
1.2%
+2.1%
Added · +6K sh
25International Business Machs
COM
$17.0M60.4K
1.1%
+114%
Added · +32K sh
26Walmart Inc
COM
$16.6M146.9K
1.1%
+12%
Added · +16K sh
27Taiwan Semiconductor Manufac
SPONSORED ADS
$16.2M33.8K
1.1%
−7.1%
Reduced · −3K sh
28Marinemax Inc
COM
$15.7M428.0K
1.1%
−29%
Reduced · −178K sh
29Honeywell Intl Inc
COM
$15.5M69.3K
1.0%
New
New position
30Cisco Sys Inc
COM
$15.3M130.5K
1.0%
−34%
Reduced · −68K sh
31Honeywell Aerospace Inc
COM
$15.3M69.0K
1.0%
New
New position
32KKR & Co Inc
COM
$15.1M164.7K
1.0%
−0.1%
Reduced · −93 sh
33Deere & Co
COM
$14.2M22.4K
1.0%
~0%
Reduced · −8 sh
34Viatris Inc
COM
$13.4M841.7K
0.9%
−19%
Reduced · −198K sh
35SPDR Gold TR
GOLD SHS
$12.6M34.1K
0.8%
−0.1%
Reduced · −20 sh
36Alaska Air Group Inc
COM
$12.2M233.7K
0.8%
+112%
Added · +123K sh
37Loews Corp
COM
$12.1M107.1K
0.8%
+0.7%
Added · +751 sh
38Boeing Co
COM
$12.0M55.5K
0.8%
−9.9%
Reduced · −6K sh
39American Intl Group Inc
COM NEW
$11.4M153.3K
0.8%
−18%
Reduced · −34K sh
40Golar LNG Ltd
SHS
$10.5M209.8K
0.7%
+3.7%
Added · +8K sh
41Citigroup Inc
COM NEW
$10.3M73.7K
0.7%
−39%
Reduced · −47K sh
42Marsh & McLennan Cos Inc
COM
$10.3M61.6K
0.7%
−0.5%
Reduced · −312 sh
43Teck Resources Ltd
CL B
$10.1M170.3K
0.7%
−51%
Reduced · −177K sh
44Waters Corp
COM
$9.9M26.5K
0.7%
−10%
Reduced · −3K sh
45Nvent Elec PLC
SHS
$9.7M57.2K
0.7%
−44%
Reduced · −44K sh
46MGM Resorts International
COM
$9.2M192.5K
0.6%
+24%
Added · +37K sh
47Goldman Sachs Group Inc
COM
$9.1M9.0K
0.6%
+12%
Added · +937 sh
48Unifirst Corp Mass
COM
$8.9M33.6K
0.6%
−40%
Reduced · −22K sh
49Unilever PLC
SPON ADR NEW
$8.8M146.8K
0.6%
−2.8%
Reduced · −4K sh
50Meta Platforms Inc
CL A
$8.8M15.6K
0.6%
+138%
Added · +9K sh
Showing 50 of 256 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$773K
Call notional (bullish)$1.3M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSABLE OFFSHORE CORPSOC$678K220K
CALL · bullishSTUBHUB HOLDINGS INC-CLASS ASTUB$450K35K
PUT · bearishSPACE EXPLORATION TECHN CORP$427K3K
PUT · bearishFUNDRISE INNOVATION FUND LLCVCX$346K4K
CALL · bullishBOSTON SCIENTIFIC CORPBSX$107K3K
CALL · bullishFERMI INCFRMI$92K10K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026262$1.5B13F-HR
Q1 2026Mar 31, 2026May 13, 2026232$1.3B13F-HR
Q4 2025Dec 31, 2025Jan 30, 2026215$1.2B13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025221$1.1B13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025201$1.0B13F-HR
Q1 2025Mar 31, 2025May 9, 2025176$946.7M13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025219$1.1B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024226$1.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.