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LOCUST WOOD CAPITAL ADVISERS, LLC: GEHC position timeline

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

LOCUST WOOD CAPITAL ADVISERS, LLC held 1,174,983 GEHC 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 1,174,983 shares
    Change vs previous 13F -951,895 shares

    1.82% of the 13F portfolio, value $75,210,655.

    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 2,126,878 shares
    Change vs previous 13F -617 shares

    4.12% of the 13F portfolio, value $151,391,143.

    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 2,127,495 shares
    Change vs previous 13F +43,158 shares

    4.37% of the 13F portfolio, value $174,497,160.

    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 2,084,337 shares
    Change vs previous 13F +137,992 shares

    4.27% of the 13F portfolio, value $156,533,706.

    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 1,946,345 shares
    Change vs previous 13F +202,027 shares

    4.25% of the 13F portfolio, value $144,165,753.

    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 1,744,318 shares
    Change vs previous 13F +333,642 shares

    4.92% of the 13F portfolio, value $140,783,945.

    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 1,410,676 shares
    Change vs previous 13F +232,721 shares

    4.08% of the 13F portfolio, value $110,286,673.

    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 1,177,955 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $110,551,096.

    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).