LOCUST WOOD CAPITAL ADVISERS, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LOCUST WOOD CAPITAL ADVISERS, LLC opened 5 positions, added to 13, reduced 11, sold out of 1 and left 0 unchanged. The largest increase in value was UNH (+$105,736,438); the largest decrease was REZI (-$106,604,807).
- REZI: Country of operation United States; Class COM; Shares 2026-03-31 3,162,409; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1349434): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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