Fund HoldingsLEVIN CAPITAL STRATEGIES, L.P.

Total Portfolio Value
$946.72M
Total Bought
$69.05M
Total Sold
$184.06M
Net Transaction
-$115.02M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
DISCOVER FINL SVCS0126,512+126,512021,5962.28%+21,596
ARS PHARMACEUTICALS INC467,6271,164,601+696,9744,93314,6511.55%+9,717
JOHNSON & JOHNSON(JNJ)0208,373+208,373034,5573.65%+34,557
O-I GLASS INC(OI)02,915,106+2,915,106033,4363.53%+33,436
BANK NEW YORK MELLON CORP441,071426,722-14,34933,88735,7893.78%+1,902
AXIS CAP HLDGS LTD
SHS
267,071255,057-12,01423,66825,5672.70%+1,899
ALIGHT INC0301,500+301,50001,7880.19%+1,788
BP PLC(BP)049,420+49,42001,6700.18%+1,670
ALASKA AIR GROUP INC5,50038,520+33,0203561,8960.20%+1,540
COCA COLA CO(KO)0226,147+226,147016,1971.71%+16,197
MARSH & MCLENNAN COS INC(MRSH)062,872+62,872015,3431.62%+15,343
AMERICAN INTL GROUP INC0114,898+114,89809,9891.06%+9,989
CROWN HLDGS INC(CCK)0202,233+202,233018,0511.91%+18,051
CAPITAL ONE FINL CORP(COF)(Call)07,000+7,00001,255+1,255
NEWMONT CORP(NEM)044,901+44,90102,1680.23%+2,168
CAPITAL ONE FINL CORP(COF)06,749+6,74901,2100.13%+1,210
SPDR GOLD TR(GLD)49,47345,495-3,97811,97913,1091.38%+1,130
PROCTER AND GAMBLE CO(PG)013,961+13,96102,3790.25%+2,379
KIMBERLY-CLARK CORP(KMB)17,56821,705+4,1372,3023,0870.33%+785
DEERE & CO(DE)023,005+23,005010,7971.14%+10,797
SELECT SECTOR SPDR TR
ST STR STAPL ETF
08,000+8,00006530.07%+653
VERIZON COMMUNICATIONS INC(VZ)0281,318+281,318012,7611.35%+12,761
BLUE OWL CAPITAL INC(OBDC)029,713+29,71305950.06%+595
MARINEMAX INC0508,287+508,287010,9281.15%+10,928
EXXON MOBIL CORP034,021+34,02104,0460.43%+4,046
BUILDERS FIRSTSOURCE INC(BLDR)04,000+4,00005000.05%+500
BERKSHIRE HATHAWAY INC DEL06,094+6,09403,2460.34%+3,246
PROGRESSIVE CORP(PGR)01,691+1,69104790.05%+479
NIKE INC(NKE)(Put)07,500+7,5000476+476
BGC GROUP INC093,660+93,66008590.09%+859
CANNAE HLDGS INC157,397192,594+35,1973,1263,5300.37%+404
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,000+5,00003940.04%+394
DUPONT DE NEMOURS INC(DD)04,720+4,72003520.04%+352
WILLSCOT HLDGS CORP(WSC)023,220+23,22006460.07%+646
ATLANTA BRAVES HLDGS INC07,500+7,50003290.03%+329
CENTURY ALUM CO(CENX)015,000+15,00002780.03%+278
HALLADOR ENERGY COMPANY28,13948,404+20,2653225940.06%+272
ROBINHOOD MKTS INC(HOOD)06,524+6,52402720.03%+272
ISHARES TR(Call)06,000+6,0000262+262
WILLSCOT HLDGS CORP(WSC)(Call)09,000+9,0000250+250
TESLA INC(TSLA)(Put)1,0002,500+1,500404648+244
VANGUARD INDEX FDS02,820+2,82001,4490.15%+1,449
META PLATFORMS INC(META)01,199+1,19906910.07%+691
PALO ALTO NETWORKS INC(PANW)01,250+1,25002130.02%+213
F&G ANNUITIES & LIFE INC(FG)05,864+5,86402110.02%+211
RIGETTI COMPUTING INC(RGTI)025,000+25,00001980.02%+198
TRAVELERS COMPANIES INC(TRV)09,433+9,43302,4950.26%+2,495
LEMONADE INC(LMND)(Put)6,00013,000+7,000220409+189
PAYSAFE LIMITED
SHS
012,000+12,00001880.02%+188
VICTORIAS SECRET AND CO(VSXY)010,000+10,00001860.02%+186
CENTURY ALUM CO(CENX)(Call)010,000+10,0000186+186
CHEVRON CORP NEW(CVX)04,280+4,28007160.08%+716
LOEWS CORP(L)115,085107,811-7,2749,7479,9091.05%+162
OREILLY AUTOMOTIVE INC(ORLY)0580+58008310.09%+831
LYFT INC(LYFT)010,000+10,00001190.01%+119
FIDELITY NATIONAL FINANCIAL(FNF)012,715+12,71508270.09%+827
BARRICK GOLD CORP024,729+24,72904810.05%+481
SEACOR MARINE HLDGS INC017,000+17,0000860.01%+86
ACACIA RESH CORP183,996275,000+91,0047998800.09%+81
UNIVERSAL HLTH SVCS INC(UHS)08,200+8,20001,5410.16%+1,541
PARAMOUNT GROUP INC015,000+15,0000650.01%+65
AQUESTIVE THERAPEUTICS INC045,000+45,00001310.01%+131
GENERAL AMERN INVS CO INC(GAM)0107,324+107,32405,4060.57%+5,406
VICTORIAS SECRET AND CO(VSXY)(Call)03,000+3,000056+56
LENNAR CORP(LEN)1,5002,250+7502052580.03%+54
SUMMIT THERAPEUTICS INC(SMMT)036,176+36,17606980.07%+698
WESTWOOD HLDGS GROUP INC025,508+25,50804130.04%+413
STARBUCKS CORP(SBUX)04,880+4,88004790.05%+479
MASTERCARD INCORPORATED(MA)01,500+1,50008220.09%+822
LINDE PLC(LIN)0661+66103080.03%+308
CHENIERE ENERGY INC(LNG)097,746+97,746022,6182.39%+22,618
SCHLUMBERGER LTD(SLB)07,464+7,46403120.03%+312
CONOCOPHILLIPS(COP)04,000+4,00004200.04%+420
SELECT SECTOR SPDR TR
ST STR FINL ETF
010,000+10,00004980.05%+498
CRANE COMPANY(CR)01,477+1,47702260.02%+226
BNY MELLON HIGH YIELD STRATE030,000+30,0000770.01%+77
THE CIGNA GROUP(CI)02,070+2,07006810.07%+681
WESTERN ASSET GBL HIGH INC F018,206+18,20601200.01%+120
CBRE GROUP INC(CBRE)04,763+4,76306230.07%+623
SIRIUSXM HOLDINGS INC(SIRI)011,715+11,71502640.03%+264
ANDRETTI ACQUISITION CORP II000000
AGRICULTURE & NAT SOL ACQ CO
*W EXP 10/01/202
000000
CHURCHILL CAPITAL CORP IX
*W EXP 03/31/203
000000
BOLD EAGLE ACQUISITION CORP000000
AVALONBAY CMNTYS INC01,000+1,00002150.02%+215
LIBERTY MEDIA CORP DEL(FWONA)2,4052,40502232160.02%-6
WELLS FARGO CO NEW(WFC)04,100+4,10002940.03%+294
CANADIAN NATL RY CO(CNI)03,600+3,60003510.04%+351
LAMAR ADVERTISING CO NEW(LAMR)01,851+1,85102110.02%+211
MURPHY OIL CORP(MUR)010,128+10,12802880.03%+288
LOWES COS INC(LOW)01,500+1,50003500.04%+350
BECTON DICKINSON & CO(BDX)038,985+38,98508,9300.94%+8,930
VANGUARD INTL EQUITY INDEX F014,345+14,34501,6630.18%+1,663
NEW YORK TIMES CO(NYT)07,650+7,65003790.04%+379
XCEL BRANDS INC000000
FIDELITY NATL INFORMATION SV(FIS)06,000+6,00004480.05%+448
AIR PRODS & CHEMS INC05,707+5,70701,6830.18%+1,683
MARRIOTT INTL INC NEW(MAR)0984+98402340.02%+234
S&P GLOBAL INC(SPGI)951851-1004744330.05%-41
JPMORGAN CHASE & CO.(JPM)179,792175,525-4,26743,09843,0564.55%-42
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