Long-term investor
Locust Wood Capital Advisers, LLC @locustwoodcapitaladviser
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001349434).
Record
- Tracked since 2025-06-30 (454 days), 82 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +944.1% · all +944.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSM · 8.1% · long · since 2025-06-30
- AMZN · 7.2% · long · since 2025-06-30
- NVDA · 6.4% · long · since 2025-06-30
- GPGI · 5.7% · long · since 2025-06-30
- GOOGL · 5.6% · long · since 2025-06-30
- MSFT · 5.3% · long · since 2025-06-30
- V · 5.3% · long · since 2025-06-30
- SPGI · 4.5% · long · since 2025-06-30
- LIN · 4.3% · long · since 2025-06-30
- ESI · 4.1% · long · since 2025-06-30
- META · 3.9% · long · since 2025-12-31
- ABT · 3.8% · long · since 2025-06-30