Levin Capital Strategies, L.P. Portfolio Stock Holdings

Levin Capital Strategies, L.P. disclosed 221 stock positions valued at approximately $1.3 billion in its latest SEC 13F filing. The largest holdings include JPMORGAN CHASE & CO, JOHNSON & JOHNSON, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
221
Portfolio Value
$1.3B
Holdings by Sector
Levin Capital Strategies, L.P. Portfolio Holdings in Q1 2026

211 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
JPMORGAN CHASE & COJPMFinancial Services3.97%177,327+5,016+2.91%$52,162,468
JOHNSON & JOHNSONJNJHealthcare3.85%207,248+148+0.07%$50,659,701
MICROSOFT CORPMSFTTechnology3.81%135,383-3,261-2.35%$50,114,702
ALPHABET INCGOOGLCommunication Services3.77%172,376-900-0.52%$49,568,544
BANK NEW YORK MELLON CORPBKFinancial Services3.75%415,606-8,750-2.06%$49,303,340
CATERPILLAR INCCATIndustrials3.47%64,400-10,845-14.41%$45,624,824
KIMBERLY-CLARK CORPKMBConsumer Defensive2.53%344,908+287,660+502.48%$33,273,290
CAPITAL ONE FINL CORPCOFFinancial Services2.49%179,757+5,707+3.28%$32,792,988
ALPHABET INCGOOGCommunication Services2.43%111,181-6,123-5.22%$31,893,382
AMAZON COM INCAMZNConsumer Cyclical2.20%138,678+15,557+12.64%$28,882,467
UNION PAC CORPUNPIndustrials1.91%103,381-13,259-11.37%$25,082,180
VERIZON COMMUNICATIONS INCVZCommunication Services1.89%495,563+230,706+87.11%$24,877,283
UBS GROUP AGUBSOther1.88%633,487-25,433-3.86%$24,750,337
APPLE INCAAPLTechnology1.81%93,973+6,304+7.19%$23,849,507
BECTON DICKINSON & COBDXHealthcare1.72%143,713+57,232+66.18%$22,596,011
EXPAND ENERGY CORPORATIONCHKEnergy1.63%195,256-20,170-9.36%$21,435,244
BWX TECHNOLOGIES INCBWXTIndustrials1.53%98,629-3,028-2.98%$20,168,623
CADIZ INCCDZIUtilities1.43%3,816,169+149,846+4.09%$18,737,390
TECK RESOURCES LTDTECKBasic Materials1.37%347,508+77,375+28.64%$17,983,539
AXIS CAP HLDGS LTDG0692U109Other1.34%173,739-75,909-30.41%$17,618,903
COCA COLA COKOConsumer Defensive1.28%221,851-3,846-1.70%$16,871,769
PG&E CORPPCGUtilities1.28%954,619+13,796+1.47%$16,772,647
MARINEMAX INCHZOConsumer Cyclical1.25%606,469-91,428-13.10%$16,411,051
WALMART INCWMTConsumer Defensive1.24%130,826-6,984-5.07%$16,259,049
NORTHERN TR CORPNTRSFinancial Services1.23%116,185-1,789-1.52%$16,215,940
CISCO SYS INCCSCOTechnology1.17%198,268+198,268+100.00%$15,383,592
REGAL REXNORD CORPORATIONRRXIndustrials1.17%81,968+81,968+100.00%$15,349,363
KKR & CO INCKKRFinancial Services1.16%164,799+302+0.18%$15,243,943
SPDR GOLD TRGLDOther1.12%34,155-7,118-17.25%$14,696,555
BANK AMERICA CORPBACFinancial Services1.11%298,014+298,014+100.00%$14,528,177
AMERICAN INTL GROUP INCAIGFinancial Services1.07%187,522+71,474+61.59%$14,111,025
UNIFIRST CORP MASSUNFIndustrials1.07%55,921+30,402+119.13%$14,069,125
VIATRIS INCVTRSHealthcare1.07%1,039,633+1,039,633+100.00%$14,045,441
CITIGROUP INCCFinancial Services1.04%120,638-34,660-22.32%$13,681,556
DEERE & CODEIndustrials0.96%22,403+108+0.48%$12,619,610
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.94%36,441+36,441+100.00%$12,315,168
BOEING COBAIndustrials0.93%61,622-7-0.01%$12,264,627
NVENT ELEC PLCNVTOther0.91%101,645+101,645+100.00%$12,022,600
SL GREEN RLTY CORPSLGReal Estate0.89%317,474+239,262+305.91%$11,727,490
LOEWS CORPLFinancial Services0.86%106,354-634-0.59%$11,352,226
O-I GLASS INCOIConsumer Cyclical0.85%1,058,776-670,374-38.77%$11,127,736
GOLAR LNG LTDG9456A100Other0.83%202,278-316,810-61.03%$10,945,267
MARSH & MCLENNAN COS INCMMCFinancial Services0.82%61,866-200-0.32%$10,730,658
CHEVRON CORPORATIONCVXEnergy0.79%49,926+49,926+100.00%$10,329,636
BOSTON SCIENTIFIC CORPBSXHealthcare0.76%158,940+158,940+100.00%$9,973,485
LOWES COS INCLOWConsumer Cyclical0.74%40,941+39,441+2629.40%$9,673,571
ABBVIE INCABBVHealthcare0.70%42,022+42,022+100.00%$9,139,434
WATERS CORPWATHealthcare0.67%29,535+29,535+100.00%$8,795,494
GENERAL MTRS COGMConsumer Cyclical0.62%110,114-92,973-45.78%$8,203,493
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.62%16,883+12,755+308.99%$8,090,334
EXXON MOBIL CORPXOMEnergy0.59%45,837-5,090-9.99%$7,776,788
VANGUARD INDEX FDSVTIOther0.53%21,619-2,082-8.78%$6,935,591
FREEPORT MCMORAN INCFCXBasic Materials0.52%117,168+117,168+100.00%$6,887,128
GOLDMAN SACHS GROUP INCGSFinancial Services0.52%8,101+7,301+912.63%$6,853,352
INTERNATIONAL BUSINESS MACHSIBMTechnology0.52%28,258-8,484-23.09%$6,849,568
S&P GLOBAL INCSPGIFinancial Services0.49%15,244-3,182-17.27%$6,484,014
BRUNSWICK CORPBCConsumer Cyclical0.48%86,612-6,411-6.89%$6,301,889
AURA BIOSCIENCES INCAURAHealthcare0.48%941,400-94,186-9.09%$6,297,966
GENERAL AMERN INVS CO INCGAMFinancial Services0.48%107,324--$6,275,234
WHIRLPOOL CORPWHRConsumer Cyclical0.48%115,850+111,241+2413.56%$6,246,628
DARDEN RESTAURANTS INCDRIConsumer Cyclical0.46%30,909+30,909+100.00%$6,059,400
LAMB WESTON HLDGS INCLWConsumer Defensive0.45%139,734+139,734+100.00%$5,905,141
STATE STR SPDR S&P 500 ETF TSPYOther0.45%9,055+3+0.03%$5,888,893
PROGRESSIVE CORPPGRFinancial Services0.44%29,334-6,313-17.71%$5,815,111
MGM RESORTS INTERNATIONALMGMConsumer Cyclical0.44%155,592+8,856+6.04%$5,758,460
LABCORP HOLDINGS INCLHHealthcare0.43%21,013+21,013+100.00%$5,606,547
EATON CORP PLCETNOther0.41%15,240+90+0.59%$5,450,853
BLACKSTONE INCBXFinancial Services0.41%46,309+44,829+3028.99%$5,325,062
CROWN HLDGS INCCCKConsumer Cyclical0.40%51,993-42,827-45.17%$5,212,268
VANGUARD SPECIALIZED FUNDSVIGOther0.39%24,055+4+0.02%$5,173,356
QUANTERIX CORPQTRXHealthcare0.39%1,464,052+1,464,052+100.00%$5,153,463
HONEYWELL INTL INCHONIndustrials0.36%20,651+17,651+588.37%$4,667,746
NEWMONT CORPNEMBasic Materials0.34%41,824-3,077-6.85%$4,527,448
INVESCO QQQ TRQQQOther0.34%7,725-749-8.84%$4,458,584
ARS PHARMACEUTICALS INCSPRYHealthcare0.34%552,561-194,945-26.08%$4,437,065
VAIL RESORTS INCMTNConsumer Cyclical0.33%33,910+33,910+100.00%$4,351,331
ALASKA AIR GROUP INCALKIndustrials0.31%110,269+51,118+86.42%$4,055,694
NVIDIA CORPORATIONNVDATechnology0.31%23,206+1,383+6.34%$4,047,045
META PLATFORMS INCMETACommunication Services0.29%6,589+5,605+569.61%$3,769,567
KNIGHT-SWIFT TRANSN HLDGS INKNXIndustrials0.28%63,349+63,349+100.00%$3,647,635
APOLLO GLOBAL MGMT INCAPOFinancial Services0.27%32,264-1,150-3.44%$3,594,862
KENVUE INCKVUEConsumer Defensive0.26%196,036+154,279+369.47%$3,379,668
CNX RES CORPCNXEnergy0.25%85,968-309-0.36%$3,314,066
CALIFORNIA RES CORPCRCEnergy0.25%47,698-3,063-6.03%$3,301,680
TRAVELERS COMPANIES INCTRVFinancial Services0.24%10,878-55-0.50%$3,172,895
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.24%6,291+138+2.24%$3,092,215
SYSCO CORPSYYConsumer Defensive0.23%42,663+42,663+100.00%$3,043,152
AMERICOLD REALTY TRUST INCCOLDReal Estate0.23%258,408+258,408+100.00%$2,961,356
SUBURBAN PROPANE PARTNERS LSPHUtilities0.22%149,823-5,843-3.75%$2,950,015
HOME DEPOT INCHDConsumer Cyclical0.22%8,905-20-0.22%$2,928,765
ZOETIS INCZTSHealthcare0.18%20,013+20,013+100.00%$2,365,737
JBS N.V.N4732M103Other0.17%127,738-112,370-46.80%$2,294,174
VORNADO RLTY TRVNOReal Estate0.16%80,100+59,100+281.43%$2,081,799
VANGUARD INTL EQUITY INDEX FVTOther0.15%14,345--$1,984,200
KRAFT HEINZ COKHCConsumer Defensive0.15%85,862+18,754+27.95%$1,931,042
TEJON RANCH COTRCIndustrials0.14%97,772-4,000-3.93%$1,842,024
SERVICENOW INCNOWTechnology0.14%17,433+17,433+100.00%$1,822,620
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.14%13,643+13,643+100.00%$1,786,546
CANNAE HLDGS INCCNNEConsumer Cyclical0.14%156,768+59,500+61.17%$1,782,452
BLUE OWL CAPITAL INCOWLFinancial Services0.13%185,500+68,096+58.00%$1,693,619
Levin Capital Strategies, L.P. Options Holdings in Q1 2026

9 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026TSLATesla, Inc.PUT3,500$1,301,125
Q1 2026PLTRPalantir Technologies Inc.PUT4,500$658,260
Q1 2026AMZNAmazon.com, Inc.CALL2,000$416,540
Q1 2026XOMExxon Mobil CorporationPUT2,000$339,320
Q1 2026CVXChevron CorporationPUT1,500$310,350
Q1 2026NOWServiceNow, Inc.CALL2,500$261,375
Q1 2026HOODRobinhood Markets, Inc.PUT3,000$207,900
Q1 2026ALKAlaska Air Group, Inc.CALL5,000$183,900
Q1 2026BSXBoston Scientific CorporationCALL1,000$62,750

Notional value represents the total exposure of the options position.

Levin Capital Strategies, L.P. Portfolio Stock Holdings | InsiderSet