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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

LEVIN CAPITAL STRATEGIES, L.P.

Quarter ended Q4 2023 · Filed October 31, 2023 · Accession 0001354821-23-000008

Total Value
$839.8M
Positions
538
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (269)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT176,944$55.9M6.65%
2JOHNSON & JOHNSONJNJ214,518$33.4M3.98%
3CATERPILLAR INCCAT105,584$28.8M3.43%
4JPMORGAN CHASE & COVYLD184,794$26.8M3.19%
5UBS GROUP AGUBS1,077,245$26.6M3.16%
6CROWN HLDGS INCCCK292,256$25.9M3.08%
7INTERNATIONAL BUSINESS MACHSINTR166,593$23.4M2.78%
8MARINEMAX INCHZO708,439$23.3M2.77%
9PG&E CORPPCG-PX1,440,629$23.2M2.77%
10APPLE INCAAPL130,860$22.4M2.67%
11ALPHABET INCGOOG156,332$20.5M2.44%
12BANK NEW YORK MELLON CORP064058100459,013$19.6M2.33%
13DEERE & CODE49,055$18.5M2.20%
14GENERAL MTRS CO37045V100561,075$18.5M2.20%
15O-I GLASS INCOI1,091,526$18.3M2.17%
16ALPHABET INCGOOG134,335$17.7M2.11%
17AMAZON COM INCAMZN125,391$15.9M1.90%
18UNILEVER PLCUNLYF315,592$15.6M1.86%
19GRUPO TELEVISA S A BGRPFF5,097,894$15.5M1.85%
20AES CORPAES1,012,360$15.4M1.83%
21DIAGEO PLCDGEAF89,493$13.4M1.59%
22COCA COLA COKO231,037$12.9M1.54%
23MARSH & MCLENNAN COS INC57174810264,588$12.3M1.46%
24BWX TECHNOLOGIES INCBWXT157,430$11.8M1.41%
25CALIFORNIA RES CORPCRC201,899$11.3M1.35%
26FOMENTO ECONOMICO MEXICANO S344419106101,473$11.1M1.32%
27HESS CORPHESM70,971$10.9M1.29%
28BRUNSWICK CORPBC-PC137,337$10.8M1.29%
29KKR & CO INCKKRT173,104$10.7M1.27%
30BECTON DICKINSON & COBDX39,787$10.3M1.22%
31ISHARES TR46428765557,300$10.1M1.21%
32NORTHERN TR CORPNTRSO134,900$9.4M1.12%
33LOEWS CORPL141,495$9.0M1.07%
34SPDR GOLD TRGLD48,362$8.3M0.99%
35EQUITABLE HLDGS INCEQH-PC276,679$7.9M0.94%
36AMERICAN INTL GROUP INC026874784122,815$7.4M0.89%
37GENERAL MTRS CO37045V100220,000$7.3M0.86%
38SUBURBAN PROPANE PARTNERS LSPH435,791$7.0M0.83%
39PFIZER INCPFE170,031$5.6M0.67%
40BERKSHIRE HATHAWAY INC DELBRK-A12,652$4.4M0.53%
41GENERAL AMERN INVS CO INC368802104103,175$4.2M0.51%
42DISNEY WALT CO25468710652,081$4.2M0.50%
43VANGUARD INDEX FDS92290876919,346$4.1M0.49%
44STEM INCSTEM956,812$4.1M0.48%
45VANGUARD SPECIALIZED FUNDS92190884424,005$3.7M0.44%
46EXXON MOBIL CORPXOM30,397$3.6M0.43%
47WESTROCK COWEST98,539$3.5M0.42%
48CADIZ INCCDZIP1,064,411$3.5M0.42%
49SPDR S&P 500 ETF TRSPY7,745$3.3M0.39%
50THERMO FISHER SCIENTIFIC INCTMO6,493$3.3M0.39%
51BARRICK GOLD CORP067901108224,915$3.3M0.39%
52EATON CORP PLCETN15,300$3.3M0.39%
53CVS HEALTH CORPCVS46,279$3.2M0.38%
54HOME DEPOT INCHD9,797$3.0M0.35%
55PRIMO WATER CORPORATION74167P108205,600$2.8M0.34%
56GAMIDA CELL LTDM473641002,693,274$2.8M0.33%
57ALTC ACQUISITION CORPOKLO267,100$2.8M0.33%
58DUPONT DE NEMOURS INCDD33,436$2.5M0.30%
59LIVE NATION ENTERTAINMENT INLYV29,273$2.4M0.29%
60KENVUE INCKVUE117,477$2.4M0.28%
61GOODYEAR TIRE & RUBR CO382550101183,278$2.3M0.27%
62BANK AMERICA CORP06050510481,771$2.2M0.27%
63VORNADO RLTY TR92904210997,023$2.2M0.26%
64FEDEX CORPFDX7,996$2.1M0.25%
65SIGMA LITHIUM CORPORATIONSGML65,000$2.1M0.25%
66AIR PRODS & CHEMS INCAIIR7,413$2.1M0.25%
67HERSHEY COHSY10,000$2.0M0.24%
68INVESCO QQQ TRIVZ5,398$1.9M0.23%
69ALIBABA GROUP HLDG LTDBBAAY22,237$1.9M0.23%
70NABORS ENERGY TRANSITION CORG6363K106180,000$1.8M0.22%
71TUTOR PERINI CORPTPC231,824$1.8M0.22%
72CENCORA INCCOR10,000$1.8M0.21%
73KRAFT HEINZ COKHC51,436$1.7M0.21%
74NUSCALE PWR CORPNU349,750$1.7M0.20%
75TRAVELERS COMPANIES INCTRV9,652$1.6M0.19%
76CATERPILLAR INCCAT5,500$1.5M0.18%
77BGC GROUP INCBGC268,506$1.4M0.17%
78WESTERN DIGITAL CORP.WDC30,370$1.4M0.17%
79NEWS CORP NEWNWSLL66,896$1.3M0.16%
80ACACIA RESH CORP003881307367,119$1.3M0.16%
81VANGUARD INTL EQUITY INDEX F92204274214,345$1.3M0.16%
82UNION PAC CORPUNP6,562$1.3M0.16%
83NOVAGOLD RES INC66987E206341,277$1.3M0.16%
84ALPHABET INCGOOG10,000$1.3M0.16%
85SPDR GOLD TRGLD7,500$1.3M0.15%
86IONQ INCIONQ-WT85,215$1.3M0.15%
87PROCTER AND GAMBLE CO7427181098,683$1.3M0.15%
88MICROSOFT CORPMSFT4,000$1.3M0.15%
89GOLAR LNG LTDGLNG48,000$1.2M0.14%
90TEJON RANCH COTRC71,441$1.2M0.14%
91CORE & MAIN INCCNM40,000$1.2M0.14%
92BGC GROUP INCBGC213,500$1.1M0.13%
93IONQ INCIONQ-WT75,000$1.1M0.13%
94TABOOLA.COM LTDTBLAW288,589$1.1M0.13%
95SONY GROUP CORPSNEJF13,052$1.1M0.13%
96BERKSHIRE HATHAWAY INC DELBRK-A2$1.1M0.13%
97UNIVERSAL HLTH SVCS INC9139031008,298$1.0M0.12%
98TESLA INCTSLA3,900$975,8580.12%
99UNITED STATES STL CORP NEWUNTCW30,000$974,4000.12%
100BLUE OWL CAPITAL INCOWL75,000$972,0000.12%
101COSTCO WHSL CORP NEW22160K1051,714$968,3410.12%
102THE CIGNA GROUP1255231003,210$918,2850.11%
103REVVITY INCRVTY8,200$907,7400.11%
104WEYERHAEUSER CO MTN BEWY29,600$907,5360.11%
105ALIBABA GROUP HLDG LTDBBAAY10,000$867,4000.10%
106MURPHY USA INCMUSA2,532$865,2600.10%
107MAPLEBEAR INCCART28,500$846,1650.10%
108NUSCALE PWR CORPNU170,000$833,0000.10%
109BANYAN ACQUISITION CORPORATI06690B10776,088$801,2070.10%
110ANDRETTI ACQUISITION CORPPOLEW72,686$781,3750.09%
111AMERICAN EXPRESS COAXP5,064$755,4980.09%
112TESLA INCTSLA3,000$750,6600.09%
113PEPSICO INCPEP4,422$749,2640.09%
114DMY SQUARED TECHNOLOGY GROUPDMYY70,548$737,2340.09%
115AURA BIOSCIENCES INCAURA81,095$727,4220.09%
116VAIL RESORTS INCMTN3,210$712,2670.08%
117HONEYWELL INTL INC4385161063,570$659,5220.08%
118APOLLO GLOBAL MGMT INC03769M1066,812$611,4450.07%
119ASPEN AEROGELS INCASPN70,613$607,2720.07%
120MASTERCARD INCORPORATEDMA1,500$593,8650.07%
121CHEVRON CORP NEWCVX3,506$591,1820.07%
122EMERSON ELEC COEMR6,120$591,0080.07%
123OREILLY AUTOMOTIVE INC67103H107644$585,3060.07%
124WABTEC9297401085,490$583,4220.07%
125ADVANTAGE SOLUTIONS INCADV200,000$568,0000.07%
126WHOLE EARTH BRANDS INC96684W100156,938$564,9770.07%
127STARBUCKS CORPSBUX6,126$559,1200.07%
128META PLATFORMS INCMETA1,860$558,3910.07%
129BRUNSWICK CORPBC-PC7,000$553,0000.07%
130RTX CORPORATIONRTX7,574$545,1010.06%
131CHILDRENS PL INC NEW16890510720,000$540,6000.06%
132DMY SQUARED TECHNOLOGY GROUPDMYY50,005$526,0530.06%
133FIDELITY NATIONAL FINANCIALFNF12,715$525,1300.06%
134BUMBLE INCBMBL35,000$522,2000.06%
135STRATASYS LTDSSYS38,000$517,1800.06%
136MORGAN STANLEYMS-PQ6,250$510,4380.06%
137SELECT SECTOR SPDR TR81369Y7045,000$506,9000.06%
138DUNE ACQUISITION CORPIPODW50,000$505,0000.06%
139BUNGE LIMITEDBG4,605$498,4910.06%
140NVIDIA CORPORATIONNVDA1,105$480,6640.06%
141CONOCOPHILLIPSCOP4,000$479,2000.06%
142ARES ACQUISITION CORP IIG3303310446,090$473,3440.06%
143SCHLUMBERGER LTDSLB7,964$464,3010.06%
144ENERGY TRANSFER L PET-PI33,000$462,9900.06%
145MURPHY OIL CORPMUR10,128$459,3050.05%
146CNX RES CORPCNX20,000$451,6000.05%
147ARES ACQUISITION CORPORATIONG3303210641,596$447,5730.05%
148KENSINGTON CAPITAL ACQUISITIG5251K10340,241$425,3470.05%
149DENALI THERAPEUTICS INCDNLI20,000$412,6000.05%
150OKTA INCOKTA5,000$407,5500.05%
151MGM RESORTS INTERNATIONALMGM11,000$404,3600.05%
152GENIUS SPORTS LIMITEDGENI74,628$397,7670.05%
153AGCO CORPAGCO3,346$395,7650.05%
154AXIS CAP HLDGS LTDG0692U1097,000$394,5900.05%
155JANUS INTERNATIONAL GROUP INJBI36,800$393,7600.05%
156ABBVIE INCABBV2,638$393,2200.05%
157CANADIAN NATL RY CO1363751023,600$389,9880.05%
158ALCOA CORPAA13,386$388,9970.05%
159INTEL CORPINTC10,935$388,7390.05%
160LINDE PLCLIN1,040$387,2440.05%
161PROLOGIS INC.PLDGP3,400$381,5140.05%
162NEW YORK TIMES CONYT9,254$381,2650.05%
163APTARGROUP INCATR3,000$375,1200.04%
164DELTA AIR LINES INC DELDAL10,000$370,0000.04%
165BOEING COBA-PA1,925$368,9840.04%
166SHELL PLCRYDAF5,617$361,6460.04%
167SENTINELONE INCS21,000$354,0600.04%
168NAVIGATOR HLDGS LTDNVGS23,849$352,2500.04%
169CBRE GROUP INCCBRE4,763$351,7950.04%
170KNIGHT-SWIFT TRANSN HLDGS IN4990491047,000$351,0500.04%
171TECK RESOURCES LTDTCKRF8,000$344,7200.04%
172PIONEER NAT RES CO7237871071,499$344,0950.04%
173SMARTSHEET INC83200N1038,370$338,6500.04%
174LOWES COS INC5486611071,600$332,5440.04%
175SELECT SECTOR SPDR TR81369Y60510,000$331,7000.04%
176FIDELITY NATL INFORMATION SV31620M1066,000$331,6200.04%
177ABBOTT LABSABLZF3,400$329,2900.04%
178AZENTA INCAZTA6,554$328,9450.04%
179PARAMOUNT GLOBAL92556H20625,333$326,7960.04%
180SIGMA LITHIUM CORPORATIONSGML10,000$324,4000.04%
181GOLDMAN SACHS GROUP INCGSCE1,000$323,5700.04%
182ALPHA TAU MEDICAL LTDDRTSW85,000$322,1500.04%
183UGI CORP NEW90268110514,000$322,0000.04%
184BLACKSTONE INCBX2,990$320,3490.04%
185CSX CORPCSX10,392$319,5540.04%
186INVESTMENT MANAGERS SER TR I46144X6288,000$317,6000.04%
187MCDONALDS CORPMCD1,196$315,0740.04%
188SIRIUS XM HOLDINGS INCSIRI68,500$309,6200.04%
189WAYFAIR INCW5,000$302,8500.04%
190WATSCO INCWSO-B800$302,1760.04%
191COINBASE GLOBAL INCCOIN4,000$300,3200.04%
192SEABOARD CORP DELSE80$300,2400.04%
193CANADIAN PACIFIC KANSAS CITYCP4,000$297,6400.04%
194KELLANOVABEKE5,000$297,5500.04%
195MATCH GROUP INC NEWMTCH7,500$293,8130.03%
196FORTINET INCFTNT5,000$293,4000.03%
197WILLSCOT MOBIL MINI HLDNG COWSC7,000$291,1300.03%
198DENALI THERAPEUTICS INCDNLI14,000$288,8200.03%
199SPRING VALLEY ACQUISTN CORPG8375212426,224$285,5790.03%
200THOR INDS INC8851601013,000$285,3900.03%
201SAVERS VALUE VLG INC80517M10915,000$280,0500.03%
202BRIDGER AEROSPACE GRP HLDGS96812F10231,890$270,1080.03%
203WALMART INCWMT1,657$265,0040.03%
204ARS PHARMACEUTICALS INCSPRY70,000$264,6000.03%
205VIATRIS INCVTRS26,800$264,2480.03%
206PATTERSON-UTI ENERGY INCPTEN18,800$260,1920.03%
207HOWARD HUGHES HOLDINGS INCHHH3,500$259,4550.03%
208WESTWOOD HLDGS GROUP INC96176510425,508$258,9060.03%
209HANESBRANDS INC41034510265,000$257,4000.03%
210LIBERTY MEDIA CORP DELFWONB10,000$254,6000.03%
211SPDR SER TR78464A7976,600$243,2100.03%
212ARS PHARMACEUTICALS INCSPRY64,000$241,9200.03%
213IAC INCIAC4,611$232,3480.03%
214GATES INDL CORP PLCG3910810820,000$232,2000.03%
215LENNAR CORPLEN-B2,000$224,4600.03%
216BUMBLE INCBMBL15,000$223,8000.03%
217ELI LILLY & COLLY400$214,8520.03%
218DXC TECHNOLOGY CODXC10,216$212,7990.03%
219BROOKFIELD CORP11271J1076,656$208,1330.02%
220WELLS FARGO CO NEW9497461015,077$207,4460.02%
221CHILDRENS PL INC NEW1689051077,500$202,7250.02%
222GREAT LAKES DREDGE & DOCK COGLDD25,000$199,2500.02%
223THOR INDS INC8851601012,000$190,2600.02%
224WISDOMTREE INCWT26,000$182,0000.02%
225ONESPAWORLD HOLDINGS LIMITEDOSW15,000$168,3000.02%
226WW INTL INC98262P10115,000$166,0500.02%
227BUNGE LIMITEDBG1,500$162,3750.02%
228DELCATH SYS INCDCTH40,000$162,0000.02%
229EYEPOINT PHARMACEUTICALS INCEYPT20,000$159,8000.02%
230TARGET HOSPITALITY CORPTH10,000$158,8000.02%
231ALTUS POWER INC02217A10230,000$157,5000.02%
232GAMIDA CELL LTDM47364100147,000$151,4100.02%
233DIAMOND OFFSHORE DRILLING IN25271C20110,000$146,8000.02%
234UNITED STS NAT GAS FD LPUNTCW20,000$136,6000.02%
235OSIRIS ACQUISITION CORP68829A10312,294$126,9970.02%
236WESTERN ASSET GBL HIGH INC F95766B10918,206$121,2520.01%
237FIRST HORIZON CORPORATIONFHN-PH11,000$121,2200.01%
238THE BEAUTY HEALTH COMPANY88331L10820,000$120,4000.01%
239HANESBRANDS INC41034510230,000$118,8000.01%
240SCULPTOR CAP MGMT81124610710,000$116,0000.01%
241CLAROS MTG TR INC18270D10610,000$110,8000.01%
242OPKO HEALTH INCOPK65,000$104,0000.01%
243ROVER GROUP INC77936F10315,286$95,6900.01%
244BUTTERFLY NETWORK INCBFLY75,000$88,5000.01%
245PULSE BIOSCIENCES INCPLSE19,939$80,3540.01%
246PRIMO WATER CORPORATION74167P1085,500$75,9000.01%
247SUMMIT THERAPEUTICS INCSMMT39,176$73,2590.01%
248ALIGHT INCALIT10,000$70,9000.01%
249OCULAR THERAPEUTIX INCOCUL22,500$70,6500.01%
250FIVE POINT HOLDINGS LLCFPH23,700$70,3890.01%
251BNY MELLON HIGH YIELD STRATEDHF30,000$64,2000.01%
252DOUGLAS ELLIMAN INCDOUG25,000$56,5000.01%
253FUBOTV INCFUBO20,000$53,4000.01%
254NOKIA CORPNOKBF13,955$52,1920.01%
255PITNEY BOWES INCPBI-PB15,446$46,6470.01%
256RUSH STREET INTERACTIVE INCRSI10,000$46,2000.01%
257PAVMED INCPAVM149,750$44,1160.01%
258CANO HEALTH INC13781Y103165,000$41,8440.00%
259FUELCELL ENERGY INCFCELB32,133$41,1300.00%
260WAG GROUP CO93042P10920,000$38,2000.00%
261DANIMER SCIENTIFIC INC23627210015,000$31,0500.00%
262ARES ACQUISITION CORP IIG3303312062,500$14,6880.00%
263MATCH GROUP INC NEWMTCH354$13,8680.00%
264DMY SQUARED TECHNOLOGY GROUPDMYY70,584$9,5290.00%
265NABORS ENERGY TRANSITION CORG6363K11490,000$9,0000.00%
266SPRING VALLEY ACQUISTN CORPG8375213262,512$8,7520.00%
267SPRING VALLEY ACQUISTN CORPG8375211631,256$3,1570.00%
268SPDR S&P 500 ETF TRSPY200$2,6000.00%
269DELTA AIR LINES INC DELDAL50$1,8500.00%