Locust Wood Capital Advisers, Llc Buys Boston Scientific Corp, Vertiv Holdings Co, T-Mobile US Inc, Sells Alibaba Group Holding, Berkshire Hathaway Inc, Vertiv Holdings Co

• New Purchases: BSX, VRT, TMUS, HD, BXMT, LYV, SLG, EQIX, HEP,
• Added Positions: ANTM, MCD, BAM, UNH, V, GS, CP, MMP, NLOK, AMT, CRM, AAPL, GLIBA, JPM, AWK,
• Reduced Positions: BRK.B, BAX, AMZN, LIN, HON, MSFT, ESI, BRK.A, SPGI, ABT, TXN, SGU, GOOGL, LBRDK,
• Sold Out: BABA, 49V, KMX, UBER,

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. SPDR S&P 500 (SPY) - 630,000 shares, 12.11% of the total portfolio.
2. Linde PLC (LIN) - 448,080 shares, 5.93% of the total portfolio. Shares reduced by 20.11%
3. Linde PLC (LIN) - 380,700 shares, 5.03% of the total portfolio.
4. PowerShares QQQ Trust Ser 1 (QQQ) - 315,000 shares, 4.86% of the total portfolio.
5. Amazon.com Inc (AMZN) - 24,482 shares, 4.21% of the total portfolio. Shares reduced by 29.19%

Locust Wood Capital Advisers, Llc initiated holding in Boston Scientific Corp. The purchase prices were between $30.19 and $39.11, with an estimated average price of $35.97. The stock is now traded at around $37.48. The impact to a portfolio due to this purchase was 2.32%. The holding were 1,059,880 shares as of .

Locust Wood Capital Advisers, Llc initiated holding in Vertiv Holdings Co. The purchase prices were between $7.9 and $14.86, with an estimated average price of $11.57. The stock is now traded at around $13.88. The impact to a portfolio due to this purchase was 2.27%. The holding were 2,688,889 shares as of .

Locust Wood Capital Advisers, Llc initiated holding in T-Mobile US Inc. The purchase prices were between $81.98 and $110.19, with an estimated average price of $95.53. The stock is now traded at around $105.58. The impact to a portfolio due to this purchase was 1.74%. The holding were 267,725 shares as of .

Locust Wood Capital Advisers, Llc initiated holding in The Home Depot Inc. The purchase prices were between $178.63 and $256.77, with an estimated average price of $228.05. The stock is now traded at around $262.42. The impact to a portfolio due to this purchase was 1.17%. The holding were 74,675 shares as of .

Locust Wood Capital Advisers, Llc initiated holding in Blackstone Mortgage Trust Inc. The purchase prices were between $15.22 and $29.23, with an estimated average price of $22.9. The stock is now traded at around $23.18. The impact to a portfolio due to this purchase was 1.15%. The holding were 762,970 shares as of .

Locust Wood Capital Advisers, Llc initiated holding in Live Nation Entertainment Inc. The purchase prices were between $33.57 and $57.09, with an estimated average price of $43.81. The stock is now traded at around $49.18. The impact to a portfolio due to this purchase was 0.64%. The holding were 232,755 shares as of .

Locust Wood Capital Advisers, Llc added to a holding in Anthem Inc by 86.11%. The purchase prices were between $203.3 and $300.59, with an estimated average price of $265.97. The stock is now traded at around $265.71. The impact to a portfolio due to this purchase was 1.31%. The holding were 172,903 shares as of .

Locust Wood Capital Advisers, Llc added to a holding in McDonald's Corp by 211.15%. The purchase prices were between $158.17 and $202.65, with an estimated average price of $183.11. The stock is now traded at around $192.98. The impact to a portfolio due to this purchase was 1.12%. The holding were 143,130 shares as of .

Locust Wood Capital Advisers, Llc added to a holding in Brookfield Asset Management Inc by 90.68%. The purchase prices were between $27.75 and $37.71, with an estimated average price of $32.78. The stock is now traded at around $34.82. The impact to a portfolio due to this purchase was 1.03%. The holding were 1,054,709 shares as of .

Locust Wood Capital Advisers, Llc added to a holding in UnitedHealth Group Inc by 262.07%. The purchase prices were between $229.49 and $311.85, with an estimated average price of $285.69. The stock is now traded at around $305.11. The impact to a portfolio due to this purchase was 0.75%. The holding were 56,320 shares as of .

Locust Wood Capital Advisers, Llc added to a holding in Visa Inc by 73.76%. The purchase prices were between $151.85 and $200.48, with an estimated average price of $182.35. The stock is now traded at around $196.48. The impact to a portfolio due to this purchase was 0.73%. The holding were 143,726 shares as of .

Locust Wood Capital Advisers, Llc added to a holding in Goldman Sachs Group Inc by 25.70%. The purchase prices were between $145.29 and $220.81, with an estimated average price of $187.05. The stock is now traded at around $212.02. The impact to a portfolio due to this purchase was 0.59%. The holding were 235,945 shares as of .

Locust Wood Capital Advisers, Llc sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $187.11 and $228.75, with an estimated average price of $207.72.

Locust Wood Capital Advisers, Llc sold out a holding in Vertiv Holdings Co. The sale prices were between $4.99 and $13, with an estimated average price of $10.01.

Locust Wood Capital Advisers, Llc sold out a holding in CarMax Inc. The sale prices were between $48.6 and $98.35, with an estimated average price of $77.86.

Locust Wood Capital Advisers, Llc sold out a holding in Uber Technologies Inc. The sale prices were between $22.82 and $37.21, with an estimated average price of $31.11.