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LOCUST WOOD CAPITAL ADVISERS, LLC: SU position timeline

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

LOCUST WOOD CAPITAL ADVISERS, LLC held 881,307 SU 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 881,307 shares
    Change vs previous 13F -7,474 shares

    1.15% of the 13F portfolio, value $47,308,562.

    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 888,781 shares
    Change vs previous 13F -895,308 shares

    1.6% of the 13F portfolio, value $58,757,315.

    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 1,784,089 shares
    Change vs previous 13F -466,337 shares

    1.98% of the 13F portfolio, value $79,142,204.

    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 2,250,426 shares
    Change vs previous 13F -51,260 shares

    2.57% of the 13F portfolio, value $94,090,305.

    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 2,301,686 shares
    Change vs previous 13F -139,971 shares

    2.54% of the 13F portfolio, value $86,198,134.

    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 2,441,657 shares
    Change vs previous 13F -298,980 shares

    3.3% of the 13F portfolio, value $94,540,969.

    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 2,740,637 shares
    Change vs previous 13F -22,556 shares

    3.62% of the 13F portfolio, value $97,785,945.

    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 2,763,193 shares
    Change vs previous 13F not available

    3.57% of the 13F portfolio, value $102,017,089.

    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).