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LOCUST WOOD CAPITAL ADVISERS, LLC: TSM position timeline

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

LOCUST WOOD CAPITAL ADVISERS, LLC held 705,818 TSM 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 705,818 shares
    Change vs previous 13F -46,093 shares

    8.16% of the 13F portfolio, value $337,077,560.

    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 751,911 shares
    Change vs previous 13F +10,066 shares

    6.92% of the 13F portfolio, value $254,108,211.

    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 741,845 shares
    Change vs previous 13F -92,621 shares

    5.64% of the 13F portfolio, value $225,439,350.

    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 834,466 shares
    Change vs previous 13F -267,595 shares

    6.36% of the 13F portfolio, value $233,057,897.

    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 1,102,061 shares
    Change vs previous 13F +68,094 shares

    7.37% of the 13F portfolio, value $249,605,732.

    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 1,033,967 shares
    Change vs previous 13F +54,602 shares

    5.99% of the 13F portfolio, value $171,638,504.

    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 979,365 shares
    Change vs previous 13F -148,756 shares

    7.15% of the 13F portfolio, value $193,414,831.

    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 1,128,121 shares
    Change vs previous 13F not available

    6.85% of the 13F portfolio, value $195,920,698.

    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).