Levin Capital Strategies, L.p.
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$1.3B
Holdings
221
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 98.7% (172.3k → 2.3k shares)
4.0%
02
$JNJ
JOHNSON & JOHNSON
Q1 2026: Sold 89.3% (207.1k → 22.1k shares)
3.8%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 99.4% (138.6k → 876 shares)
3.8%
04
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 173.3k shares)
3.8%
05
$BK
BANK NEW YORK MELLON CORP
Q1 2026: Exited (was 424.4k shares)
3.7%
06
$CAT
CATERPILLAR INC
Q1 2026: Exited (was 75.2k shares)
3.5%
07
$BAC
BANK AMERICA CORP
Q1 2026: Sold 28.3% (264.9k → 190.0k shares)
3.0%
08
$KMB
KIMBERLY-CLARK CORP
Q1 2026: Exited (was 57.2k shares)
2.5%
09
$COF
CAPITAL ONE FINL CORP
Q1 2026: Exited (was 174.1k shares)
2.5%
10
$GOOG
ALPHABET INC
Q1 2026: Exited (was 117.3k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:28 UTC.