Arkolith/Funds/Locust Wood Capital Advisers, LLC

Locust Wood Capital Advisers, LLC

CIK 1349434Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Locust Wood Capital Advisers, LLC holds a focused book of 31 stocks worth $4.1B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Unitedhealth Group Inc and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 8% of the equity book. They also disclosed $18.9M in call options (bullish), shown separately below and excluded from the equity book.

Opened
5
bought for the first time
Added to
13
already held, bought more
Trimmed
12
sold some, still holds it
Sold out
1
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
57%
Top 20 holdings
87%

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

Direct sector allocation

99% mapped to company sectors

Information Technology
36%
Financials
19%
Health Care
12%
Materials
11%
Consumer Discretionary
10%
Industrials
5%
Utilities
4%
ETF / fund or unclassified
1%

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Locust Wood Capital Advisers, LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.4 / 31$4.4B
Palidye Holdings (Caymans) Ltd3 / 31$532.2M
Pangea Capital Gestao de Recursos Ltda.4 / 31$135.2M
Mirae Asset Global Investments Co., Ltd.23 / 31$275.3B
United American Securities Inc. (d/b/a UAS Asset Management)10 / 31$421.0M
Voyager Global Management LP6 / 31$3.3B
Hoffman, Alan N Investment Management5 / 31$147.4M
Draper Asset Management, LLC6 / 31$156.2M

Ranked by the share of each fund's own book sitting in the names it shares with Locust Wood Capital Advisers, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

31 positions
#SecurityValueShares% PortLast moveHistory
1Taiwan Semiconductor Manufac
SPONSORED ADS
$337.1M705.8K
8.2%
−6.1%
Reduced · −46K sh
2Amazon Com Inc
COM
$298.8M1.25M
7.2%
−22%
Reduced · −360K sh
3Nvidia Corporation
COM
$266.7M1.33M
6.5%
+13%
Added · +156K sh
4Gpgi Inc
COM CL A
$236.3M14.91M
5.7%
+8.2%
Added · +1.1M sh
5Alphabet Inc
CAP STK CL A
$233.3M652.9K
5.6%
+25%
Added · +131K sh
6Microsoft Corp
COM
$221.8M594.6K
5.4%
+13%
Added · +69K sh
7Visa Inc
COM CL A
$220.9M643.9K
5.3%
+19%
Added · +104K sh
8S&P Global Inc
COM
$186.7M458.4K
4.5%
+22%
Added · +82K sh
9Linde PLC
SHS
$177.0M341.0K
4.3%
−27%
Reduced · −128K sh
10Element Solutions Inc
COM
$168.8M3.53M
4.1%
−20%
Reduced · −884K sh
11Meta Platforms Inc
CL A
$160.6M285.0K
3.9%
−6.1%
Reduced · −18K sh
12Abbott Laboratories
COM
$156.2M1.72M
3.8%
+59%
Added · +637K sh
13Apple Inc
COM
$138.6M479.2K
3.4%
−0.3%
Reduced · −2K sh
14CSX Corp
COM
$136.9M2.88M
3.3%
−0.2%
Reduced · −7K sh
15Vertiv Holdings Co
COM CL A
$136.5M407.7K
3.3%
−25%
Reduced · −133K sh
16Sherwin Williams Co
COM
$114.3M331.8K
2.8%
+32%
Added · +81K sh
17Unitedhealth Group Inc
COM
$105.7M254.4K
2.6%
New
New position
18Resolute Hldgs Mgmt Inc
COM
$102.5M709.2K
2.5%
+32%
Added · +172K sh
19Amrize Ltd
SHS
$100.8M1.89M
2.4%
New
New position
20Steris PLC
SHS USD
$96.0M455.9K
2.3%
+15%
Added · +59K sh
21Waste Mgmt Inc Del
COM
$94.6M424.3K
2.3%
+3.0%
Added · +12K sh
22PG&E Corp
COM
$89.3M5.31M
2.2%
−35%
Reduced · −2.9M sh
23Ge Healthcare Technologies I
COMMON STOCK
$75.2M1.17M
1.8%
−45%
Reduced · −952K sh
24Honeywell Intl Inc
COM
$57.3M256.1K
1.4%
New
New position
25Honeywell Aerospace Inc
COM
$56.7M256.4K
1.4%
New
New position
26Eli Lilly & Co
COM
$47.6M39.7K
1.2%
+95%
Added · +19K sh
27Suncor Energy Inc New
COM
$47.3M881.3K
1.1%
−0.8%
Reduced · −7K sh
28Berkshire Hathaway Inc Del
CL B NEW
$33.2M66.4K
0.8%
+0.9%
Added · +597 sh
29Berkshire Hathaway Inc Del
CL A
$17.2M23
0.4%
Held
30Coupang Inc
CL A
$15.2M877.7K
0.4%
New
New position
31Canadian Pacific Kansas City
COM
$1.8M20.7K
0.0%
−97%
Reduced · −631K sh
Showing all 31 positions
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Largest options & derivatives disclosed

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

Call notional (bullish)$18.9M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishVISA INC-CLASS A SHARESV$10.6M31K
CALL · bullishP G & E CORPPCG$8.2M489K

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, 2026Aug 10, 202633$4.1B13F-HR
Q1 2026Mar 31, 2026May 15, 202631$3.9B13F-HR/A
Q4 2025Dec 31, 2025Feb 11, 202638$4.1B13F-HR
Q3 2025Sep 30, 2025Oct 30, 202554$4.0B13F-HR
Q2 2025Jun 30, 2025Aug 13, 202556$3.8B13F-HR
Q1 2025Mar 31, 2025May 12, 202549$3.2B13F-HR
Q4 2024Dec 31, 2024Feb 13, 202546$2.9B13F-HR
Q3 2024Sep 30, 2024Nov 13, 202448$3.0B13F-HR
Q2 2024Jun 30, 2024Aug 12, 202444$2.8B13F-HR
Q1 2024Mar 31, 2024May 8, 202444$2.8B13F-HR
Q4 2023Dec 31, 2023Feb 7, 202446$2.6B13F-HR
Q3 2023Sep 30, 2023Nov 8, 202348$2.4B13F-HR
Q2 2023Jun 30, 2023Aug 8, 202349$2.2B13F-HR
Q1 2023Mar 31, 2023May 5, 202345$1.7B13F-HR
Q4 2022Dec 31, 2022Jan 30, 202354$1.8B13F-HR
Q3 2022Sep 30, 2022Nov 1, 202247$1.4B13F-HR
Q2 2022Jun 30, 2022Jul 20, 202248$1.6B13F-HR
Q1 2022Mar 31, 2022May 16, 202244$1.8B13F-HR
Q4 2021Dec 31, 2021Jan 24, 202247$2.0B13F-HR
Q3 2021Sep 30, 2021Oct 20, 202147$1.8B13F-HR
Q2 2021Jun 30, 2021Jul 26, 202147$1.7B13F-HR
Q1 2021Mar 31, 2021Apr 22, 202146$1.7B13F-HR
Amended / restated
  • Q1 2026 · filed May 15, 202613F-HR/A · superseded
  • Q1 2026 · filed May 11, 202613F-HR · superseded

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.