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LOCUST WOOD CAPITAL ADVISERS, LLC: ESI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOCUST WOOD CAPITAL ADVISERS, LLC on ESI, newest first. How the timeline and the estimate are built.

LOCUST WOOD CAPITAL ADVISERS, LLC held 3,534,452 ESI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,534,452 shares
    Change vs previous 13F -884,078 shares

    4.09% of the 13F portfolio, value $168,770,082.

    13F-HR 0001349434-26-000005 filed by LOCUST WOOD CAPITAL ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 4,418,530 shares
    Change vs previous 13F -419,081 shares

    4.11% of the 13F portfolio, value $150,848,617.

    13F-HR/A 0001349434-26-000004 filed by LOCUST WOOD CAPITAL ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,837,611 shares
    Change vs previous 13F +115,147 shares

    3.03% of the 13F portfolio, value $120,891,889.

    13F-HR 0001349434-26-000001 filed by LOCUST WOOD CAPITAL ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,722,464 shares
    Change vs previous 13F +413,834 shares

    3.25% of the 13F portfolio, value $118,864,408.

    13F-HR 0001349434-25-000005 filed by LOCUST WOOD CAPITAL ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,308,630 shares
    Change vs previous 13F +628,181 shares

    2.88% of the 13F portfolio, value $97,590,459.

    13F-HR 0001349434-25-000003 filed by LOCUST WOOD CAPITAL ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,680,449 shares
    Change vs previous 13F +505,983 shares

    2.91% of the 13F portfolio, value $83,214,944.

    13F-HR 0001349434-25-000002 filed by LOCUST WOOD CAPITAL ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,174,466 shares
    Change vs previous 13F +325,297 shares

    2.98% of the 13F portfolio, value $80,726,658.

    13F-HR 0001349434-25-000001 filed by LOCUST WOOD CAPITAL ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,849,169 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $77,383,419.

    13F-HR 0001349434-24-000005 filed by LOCUST WOOD CAPITAL ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).