Levin Capital Expands Stock Positions Across Firms

Levin Capital Strategies L.P. added to positions across several blue-chip stocks in the first quarter, including a new stake in Lamb Weston of 139,734 shares valued at about $5.9 million. The firm also increased its exposure to Sysco by acquiring 42,663 shares, roughly $3.0 million in value. In contrast, Levin reduced its holding in Golar LNG by 61% to 202,278 shares, valued at about $10.95 million as of the period. Additionally, Levin boosted its stake in Whirlpool Corporation significantly, owning 115,850 shares valued at about $6.25 million after purchasing 110,641 more shares. The fund’s position in Blackstone Inc. expanded to 46,309 shares worth about $5.33 million, reflecting ongoing active adjustments among major institutional investors. Across these filings, Levin Capital Strategies and other hedge funds collectively show continued appetite for large, diversified names, with institutional ownership remaining high for many of the companies involved.