0001349434-14-000008.txt : 20140728 0001349434-14-000008.hdr.sgml : 20140728 20140728104036 ACCESSION NUMBER: 0001349434-14-000008 CONFORMED SUBMISSION TYPE: 13F-HR CONFIRMING COPY: PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140728 DATE AS OF CHANGE: 20140728 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LOCUST WOOD CAPITAL ADVISERS, LLC CENTRAL INDEX KEY: 0001349434 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11558 BUSINESS ADDRESS: STREET 1: 1540 BROADWAY STREET 2: SUITE 1510 CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-354-0193 MAIL ADDRESS: STREET 1: 1540 BROADWAY STREET 2: SUITE 1510 CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml 13F-HR LIVE true false false 1349434 XXXXXXXX 028-11558 06-30-2014 06-30-2014 Locust Wood Capital Advisers, LLC

1540 Broadway Suite 1510 New York NY 10036

13F HOLDINGS REPORT 028-11558 N Paul M. Morris 212-354-0193 Paul M. Morris New York NY 7-28-2014 0 43 702339 INFORMATION TABLE 2 Form13FInfoTable.xml LOCUST WOOD CAPITAL ADVISERS, LLC INFORMATION TABLE ALLISON TRANSMISSION HLDGS I COM 01973R101 16002 514543 SH SOLE N/A 514543 0 0 ALLY FINL INC COM 02005N100 17162 717795 SH SOLE N/A 717795 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 18360 427375 SH SOLE N/A 427375 0 0 AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 28212 1060595 SH SOLE N/A 1060595 0 0 APPLE INC COM 037833100 19397 208727 SH SOLE N/A 208727 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 15762 83 SH SOLE N/A 83 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8563 67660 SH SOLE N/A 67660 0 0 BIOFUEL ENERGY CORP COM NEW 09064Y307 172 25000 SH SOLE N/A 25000 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 30391 191888 SH SOLE N/A 191888 0 0 COLONY FINL INC COM 19624R106 629 27097 SH SOLE N/A 27097 0 0 COMCAST CORP NEW CL A 20030N101 8813 164185 SH SOLE N/A 164185 0 0 DAVITA HEALTHCARE PARTNERS I COM 23918K108 22737 314394 SH SOLE N/A 314394 0 0 EASTMAN CHEM CO COM 277432100 19480 223015 SH SOLE N/A 223015 0 0 EXXON MOBIL CORP COM 30231G102 1968 19548 SH SOLE N/A 19548 0 0 FIDELITY NATIONAL FINANCIAL CL A 31620R105 10607 323774 SH SOLE N/A 323774 0 0 GRACE W R & CO DEL NEW COM 38388F108 18026 190691 SH SOLE N/A 190691 0 0 HESS CORP COM 42809H107 22238 224874 SH SOLE N/A 224874 0 0 HOWARD HUGHES CORP COM 44267D107 26616 168637 SH SOLE N/A 168637 0 0 INVESTORS BANCORP INC NEW COM 46146L101 9819 888590 SH SOLE N/A 888590 0 0 JPMORGAN CHASE & CO COM 46625H100 23420 406458 SH SOLE N/A 406458 0 0 KAPSTONE PAPER & PACKAGING C COM 48562P103 3610 108977 SH SOLE N/A 108977 0 0 KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 1054 379191 SH SOLE N/A 379191 0 0 LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 33611 1144794 SH SOLE N/A 1144794 0 0 LIBERTY MEDIA CORP DELAWARE CL A 531229102 35082 256669 SH SOLE N/A 256669 0 0 MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 24221 388338 SH SOLE N/A 388338 0 0 MCKESSON CORP COM 58155Q103 16170 86838 SH SOLE N/A 86838 0 0 MICROSOFT CORP COM 594918104 23431 561886 SH SOLE N/A 561886 0 0 MONSANTO CO NEW COM 61166W101 16223 130057 SH SOLE N/A 130057 0 0 MORGAN STANLEY COM NEW 617446448 16419 507860 SH SOLE N/A 507860 0 0 NORTHSTAR RLTY FIN CORP COM 66704R100 51861 2983972 SH SOLE N/A 2983972 0 0 NOW INC COM 67011P100 9643 266294 SH SOLE N/A 266294 0 0 OAKTREE CAP GROUP LLC UNIT 99/99/9999 674001201 21211 424310 SH SOLE N/A 424310 0 0 PEPSICO INC COM 713448108 10117 113241 SH SOLE N/A 113241 0 0 SERVICENOW INC COM 81762P102 291 4699 SH SOLE N/A 4699 0 0 STAR GAS PARTNERS L P UNIT LTD PARTNR 85512C105 3536 570270 SH SOLE N/A 570270 0 0 STARWOOD WAYPOINT RESIDENTL COM SHS 85571W109 18983 724283 SH SOLE N/A 724283 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 13500 114404 SH SOLE N/A 114404 0 0 TIME WARNER INC COM NEW 887317303 26644 379281 SH SOLE N/A 379281 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 7359 209358 SH SOLE N/A 209358 0 0 TWENTY FIRST CENTY FOX INC CL B 90130A200 10063 293978 SH SOLE N/A 293978 0 0 WELLS FARGO & CO NEW *W EXP 10/28/201 949746119 1179 54655 SH SOLE N/A 54655 0 0 WILLIAMS COS INC DEL COM 969457100 9465 162596 SH SOLE N/A 162596 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 30292 400049 SH SOLE N/A 400049 0 0