Fund HoldingsLEVIN CAPITAL STRATEGIES, L.P.

Total Portfolio Value
$1.16B
Total Bought
$96.77M
Total Sold
$128.78M
Net Transaction
-$32.01M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)173,275173,276+142,12354,2354.68%+12,112
BOEING CO(BA)061,629+61,629013,3811.15%+13,381
UNILEVER PLC(UL)0150,171+150,17109,8210.85%+9,821
BECTON DICKINSON & CO(BDX)37,60886,481+48,8737,03916,7831.45%+9,744
ALPHABET INC(GOOG)118,175117,304-87128,78236,8103.18%+8,028
PROGRESSIVE CORP(PGR)035,647+35,64708,1170.70%+8,117
CATERPILLAR INC(CAT)75,86675,245-62136,19943,1063.72%+6,906
UNIFIRST CORP MASS(UNF)025,519+25,51904,9230.42%+4,923
CAPITAL ONE FINL CORP(COF)0174,050+174,050042,1833.64%+42,183
JOHNSON & JOHNSON(JNJ)207,407207,100-30738,45742,8593.70%+4,402
GENERAL MTRS CO(GM)207,206203,087-4,11912,63316,5151.43%+3,882
SL GREEN RLTY CORP(SLG)078,212+78,21203,5880.31%+3,588
CADIZ INC3,661,5473,666,323+4,77617,28320,5681.78%+3,286
KIMBERLY-CLARK CORP(KMB)057,248+57,24805,7760.50%+5,776
BANK NEW YORK MELLON CORP424,356424,356046,23849,2634.25%+3,026
UNION PAC CORP(UNP)101,631116,640+15,00924,02326,9812.33%+2,959
AXIS CAP HLDGS LTD
SHS
0249,648+249,648026,7352.31%+26,735
SELECT MED HLDGS CORP0162,000+162,00002,4060.21%+2,406
TESLA INC(TSLA)(Put)07,000+7,00003,148+3,148
UBS GROUP AG(UBS)698,736658,920-39,81628,64830,5152.63%+1,866
APPLE INC(AAPL)87,78787,669-11822,35323,8342.06%+1,481
AMAZON COM INC(AMZN)0123,121+123,121028,4192.45%+28,419
GOLAR LNG LTD
SHS
0519,088+519,088019,3151.67%+19,315
FIRST WESTN FINL INC043,432+43,43201,1640.10%+1,164
WALMART INC(WMT)137,810137,810014,20315,3531.33%+1,151
ARS PHARMACEUTICALS INC764,294747,506-16,7887,6818,7080.75%+1,027
JPMORGAN CHASE & CO.(JPM)172,770172,311-45954,49755,5224.79%+1,025
BLUE OWL CAPITAL INC(OBDC)46,847117,404+70,5577931,7540.15%+961
AMERICAN INTL GROUP INC0116,048+116,04809,9280.86%+9,928
BRUNSWICK CORP(BC)95,11793,023-2,0946,0156,9060.60%+891
GLOBAL PMTS INC(GPN)011,500+11,50008900.08%+890
HUT 8 CORP(HUT)018,000+18,00008270.07%+827
COCA COLA CO(KO)0225,697+225,697015,7781.36%+15,778
ACACIA RESH CORP889,547983,261+93,7142,8913,6770.32%+786
MAGNUM ICE CREAM CO NV(MICC)044,289+44,28907020.06%+702
EXPAND ENERGY CORPORATION(EXE)217,200215,426-1,77423,07523,7742.05%+699
NEWMONT CORP(NEM)44,90144,90103,7864,4830.39%+698
MGM RESORTS INTERNATIONAL(MGM)0146,736+146,73605,3540.46%+5,354
OSHKOSH CORP(OSK)05,000+5,00006280.05%+628
THERMO FISHER SCIENTIFIC INC(TMO)6,1536,15302,9843,5650.31%+581
S&P GLOBAL INC(SPGI)18,62718,426-2019,0669,6290.83%+563
SELECT SECTOR SPDR TR
ST STR FINL ETF
010,000+10,00005480.05%+548
KENVUE INC(KVUE)041,757+41,75707200.06%+720
SPROTT ASSET MANAGEMENT LP(PSLV)021,920+21,92005180.04%+518
CROWN HLDGS INC(CCK)094,820+94,82009,7640.84%+9,764
SHOPIFY INC(SHOP)03,000+3,00004830.04%+483
IAC INC(PPLI)0394,916+394,916015,4411.33%+15,441
ARCHER DANIELS MIDLAND CO08,000+8,00004600.04%+460
TECK RESOURCES LTD(TECK)0270,133+270,133012,9371.12%+12,937
KENNEDY-WILSON HOLDINGS INC045,000+45,00004350.04%+435
AFFILIATED MANAGERS GROUP IN01,454+1,45404190.04%+419
EXXON MOBIL CORP050,927+50,92706,1290.53%+6,129
BROADCOM INC(AVGO)01,044+1,04403610.03%+361
CORNING INC(GLW)09,500+9,50008320.07%+832
VERTIV HOLDINGS CO(VRT)(Put)2,0004,000+2,000302648+346
WHIRLPOOL CORP(WHR)04,609+4,60903320.03%+332
CHENIERE ENERGY INC(LNG)01,710+1,71003320.03%+332
QUEST DIAGNOSTICS INC(DGX)01,800+1,80003120.03%+312
CLEARWATER ANALYTICS HLDGS I012,716+12,71603070.03%+307
CHURCHILL CAP CORP XI(CCXI)030,000+30,00003060.03%+306
HEWLETT PACKARD ENTERPRISE C(HPE)012,000+12,00002880.02%+288
VANECK ETF TRUST
JUNIOR GOLD MINE
02,509+2,50902850.02%+285
SPHERE ENTERTAINMENT CO(SPHR)03,000+3,00002850.02%+285
INDIA FD INC020,000+20,00002740.02%+274
QUANTA SVCS INC0640+64002700.02%+270
SABLE OFFSHORE CORP(Call)029,500+29,5000266+266
BARRICK MNG CORP(B)24,22224,22207941,0550.09%+261
KENVUE INC(KVUE)(Call)015,000+15,0000259+259
TRAVELERS COMPANIES INC(TRV)010,933+10,93303,1710.27%+3,171
SELECT SECTOR SPDR TR
ST STR UTIL ETF
06,000+6,00002560.02%+256
GILDAN ACTIVEWEAR INC(GIL)04,000+4,00002500.02%+250
JEFFERIES FINL GROUP INC(JEF)04,000+4,00002480.02%+248
NORTHERN TR CORP(NTRS)117,974117,974015,87916,1141.39%+235
TALEN ENERGY CORP(TLN)0600+60002250.02%+225
LINDE PLC(LIN)01,261+1,26105380.05%+538
VERISK ANALYTICS INC(VRSK)01,000+1,00002240.02%+224
ENOVIX CORPORATION(ENVX)(Call)030,000+30,0000219+219
FEDEX CORP(FDX)04,131+4,13101,1930.10%+1,193
SELECT SECTOR SPDR TR
ST STR STAPL ETF
02,775+2,77502160.02%+216
LOEWS CORP(L)110,346106,988-3,35811,07811,2670.97%+189
BLUE OWL CAPITAL INC(OBDC)(Call)012,500+12,5000187+187
ECHOSTAR CORP(ECHO)01,875+1,87502040.02%+204
AMERICAN EXPRESS CO(AXP)04,474+4,47401,6550.14%+1,655
BUILDERS FIRSTSOURCE INC(BLDR)04,500+4,50004630.04%+463
HALLADOR ENERGY COMPANY042,308+42,30808060.07%+806
GOLUB CAP BDC INC(GBDC)010,300+10,30001400.01%+140
FERMI INC(FRMI)017,000+17,00001360.01%+136
INVESCO QQQ TR8,4788,474-45,0905,2050.45%+115
TERAWULF INC(WULF)010,000+10,00001150.01%+115
VORNADO RLTY TR(VNO)021,000+21,00006990.06%+699
RIGETTI COMPUTING INC(RGTI)(Put)05,000+5,0000111+111
ROCKET COS INC(RKT)020,407+20,40703950.03%+395
QUANTUM COMPUTING INC(QUBT)(Put)010,000+10,0000103+103
VANGUARD SPECIALIZED FUNDS24,04324,051+85,1885,2860.46%+98
PELOTON INTERACTIVE INC(PTON)(Call)015,000+15,000092+92
UNIVERSAL HLTH SVCS INC(UHS)8,1128,000-1121,6581,7440.15%+86
MISTER CAR WASH INC
COM
015,000+15,0000830.01%+83
NEW YORK TIMES CO(NYT)06,718+6,71804660.04%+466
FERMI INC(FRMI)(Call)010,000+10,000080+80
PETMED EXPRESS INC025,000+25,0000800.01%+80
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