Locust Wood Capital Advisers, Llc Buys Baxter International Inc, Linde PLC, NortonLifeLock Inc, Sells Comcast Corp, Liberty Formula One Group, Anthem Inc

• New Purchases: NLOK, 49V, BAM, AMT, V, AWK, MCD, MMP, UBER,
• Added Positions: BAX, LIN, AMZN, SPGI, BRK.B, TXN, CP, KMX, BABA, HON, SU, MSFT,
• Reduced Positions: ANTM, JPM, GS, CRM, UNH, GOOGL, ESI, LBRDK, GLIBA, ABT, AAPL, SGU,
• Sold Out: CMCSA, FWONK, MPC, GRA, YUM, EPD, LSXMA,

For the details of LOCUST WOOD CAPITAL ADVISERS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/locust+wood+capital+advisers%2C+llc/current-portfolio/portfolio

1. Linde PLC (LIN) - 560,900 shares, 8.21% of the total portfolio. Shares added by 48.63%
2. Amazon.com Inc (AMZN) - 34,574 shares, 5.70% of the total portfolio. Shares added by 40.06%
3. Linde PLC (LIN) - 380,700 shares, 5.57% of the total portfolio.
4. SPDR S&P 500 (SPY) - 206,500 shares, 4.50% of the total portfolio.
5. Microsoft Corp (MSFT) - 320,021 shares, 4.27% of the total portfolio. Shares added by 5.54%

Locust Wood Capital Advisers, Llc initiated holding in NortonLifeLock Inc. The purchase prices were between $16.58 and $28.42, with an estimated average price of $21.77. The stock is now traded at around $21.76. The impact to a portfolio due to this purchase was 2.43%. The holding were 1,537,145 shares as of .

Locust Wood Capital Advisers, Llc initiated holding in Vertiv Holdings LLC. The purchase prices were between $4.99 and $12.16, with an estimated average price of $8.58. The stock is now traded at around $9.25. The impact to a portfolio due to this purchase was 2.3%. The holding were 3,140,034 shares as of .

Locust Wood Capital Advisers, Llc initiated holding in Brookfield Asset Management Inc. The purchase prices were between $22.05 and $45.53, with an estimated average price of $38.6. The stock is now traded at around $33.37. The impact to a portfolio due to this purchase was 1.38%. The holding were 553,125 shares as of .

Locust Wood Capital Advisers, Llc initiated holding in American Tower Corp. The purchase prices were between $179.09 and $256.9, with an estimated average price of $233.06. The stock is now traded at around $242.98. The impact to a portfolio due to this purchase was 1.13%. The holding were 61,095 shares as of .

Locust Wood Capital Advisers, Llc initiated holding in Visa Inc. The purchase prices were between $135.74 and $213.31, with an estimated average price of $188.96. The stock is now traded at around $180.83. The impact to a portfolio due to this purchase was 1.13%. The holding were 82,715 shares as of .

Locust Wood Capital Advisers, Llc initiated holding in American Water Works Co Inc. The purchase prices were between $97.07 and $141, with an estimated average price of $129.12. The stock is now traded at around $124.26. The impact to a portfolio due to this purchase was 1.12%. The holding were 110,350 shares as of .

Locust Wood Capital Advisers, Llc added to a holding in Baxter International Inc by 191.48%. The purchase prices were between $71.57 and $93.3, with an estimated average price of $86.41. The stock is now traded at around $89.55. The impact to a portfolio due to this purchase was 2.78%. The holding were 615,830 shares as of .

Locust Wood Capital Advisers, Llc added to a holding in Linde PLC by 48.63%. The purchase prices were between $150 and $223.55, with an estimated average price of $198.23. The stock is now traded at around $183.80. The impact to a portfolio due to this purchase was 2.69%. The holding were 560,900 shares as of .

Locust Wood Capital Advisers, Llc added to a holding in Amazon.com Inc by 40.06%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2337.70. The impact to a portfolio due to this purchase was 1.63%. The holding were 34,574 shares as of .

Locust Wood Capital Advisers, Llc added to a holding in S&P Global Inc by 148.46%. The purchase prices were between $192.05 and $311.16, with an estimated average price of $275.14. The stock is now traded at around $298.04. The impact to a portfolio due to this purchase was 1.6%. The holding were 128,540 shares as of .

Locust Wood Capital Advisers, Llc added to a holding in Berkshire Hathaway Inc by 54.33%. The purchase prices were between $162.13 and $230.2, with an estimated average price of $213.25. The stock is now traded at around $177.06. The impact to a portfolio due to this purchase was 1.37%. The holding were 250,509 shares as of .

Locust Wood Capital Advisers, Llc added to a holding in Texas Instruments Inc by 46.55%. The purchase prices were between $93.5 and $134.25, with an estimated average price of $120.51. The stock is now traded at around $112.78. The impact to a portfolio due to this purchase was 0.86%. The holding were 321,920 shares as of .

Locust Wood Capital Advisers, Llc sold out a holding in Comcast Corp. The sale prices were between $33.37 and $47.5, with an estimated average price of $42.37.

Locust Wood Capital Advisers, Llc sold out a holding in Liberty Formula One Group. The sale prices were between $20.51 and $48.53, with an estimated average price of $40.05.

Locust Wood Capital Advisers, Llc sold out a holding in Marathon Petroleum Corp. The sale prices were between $16.62 and $61.91, with an estimated average price of $46.65.

Locust Wood Capital Advisers, Llc sold out a holding in W R Grace & Co. The sale prices were between $28 and $71.71, with an estimated average price of $57.6.

Locust Wood Capital Advisers, Llc sold out a holding in Yum Brands Inc. The sale prices were between $56.52 and $106.78, with an estimated average price of $93.78.

Locust Wood Capital Advisers, Llc sold out a holding in Enterprise Products Partners LP. The sale prices were between $12.27 and $29.02, with an estimated average price of $23.43.