LEVIN CAPITAL STRATEGIES, L.P.

Comprehensive Analysis of Levin Capital Strategies, L.P. 13F Filing

Portfolio Overview

Levin Capital Strategies, L.P. manages a concentrated portfolio valued at approximately $498.68 million as of September 30, 2025. This represents a growth of 7.6% from the previous quarter's value of $463.67 million. The portfolio consists of 109 holdings, indicating a diversified strategy that leans toward concentration in top-tier ideas while maintaining a long tail of smaller positions. Th...