Locust Wood Capital Advisers, LLC has disclosed its latest investment holdings in a recent filing, showcasing a total value of approximately $4.43 billion as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions within the financial services industry.

The firm, based in New York, specializes in asset management and investment advisory services. According to the EDGAR submissions, Locust Wood Capital Advisers has consistently filed reports detailing its investment activities. The latest filing, made on November 3, 2026, is categorized under a 13F-HR, which is used by institutional investment managers to report their holdings.

In the filing, Locust Wood Capital Advisers reported a total of 35 entries, indicating a diverse portfolio. The total value of the reported holdings is $4,428,735,884. Notable investments include substantial stakes in well-known companies such as Amazon, Apple, and Alphabet Inc. This diversification across major sectors reflects the firm's strategic approach to asset management.

According to the filing, one of the significant holdings is in Amazon.com Inc, with a reported value of approximately $299 million. Other major investments include $144 million in Apple Inc and $170 million in Alphabet Inc. The firm's holdings also extend to companies in various sectors, including technology, healthcare, and consumer goods, showcasing a balanced investment strategy.

The filing may have implications for market perceptions and strategies among competitors in the asset management sector. Firms closely monitoring Locust Wood's investment decisions may adjust their strategies based on the trends and insights gleaned from this report.

Looking ahead, it remains to be seen how these holdings will perform in the evolving market landscape. The filing does not specify any immediate actions or changes expected from Locust Wood Capital Advisers in response to this report.