LWCA
GPGI

Locust Wood Capital Advisers’s GPGI Inc GPGI Stock Holding History

Locust Wood Capital Advisers’s Portfolio GPGI Stock Details GPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$236M Buy
13,783,653
+4,919,524
+55% +$107M 5.97% 4
2025
Q4 		$171M Sell
8,864,129
-477,825
-5% -$9.53M 4.13% 8
2025
Q3 		$194M Buy
9,341,954
+1,183,627
+15% +$20.5M 4.85% 6
2025
Q2 		$115M Buy
8,158,327
+819,312
+11% +$10M 3.06% 16
2025
Q1 		$79.8M Buy
7,339,015
+1,825,727
+33% +$22.4M 2.53% 23
2024
Q4 		$70.2M Buy
5,513,288
+883,979
+19% +$11.2M 2.42% 23
2024
Q3 		$53.9M Buy
+4,629,309
New +$39.2M 1.8% 25

Other funds holding GPGI

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.16% 1-Year Est. Return

Locust Wood Capital Advisers's GPGI Position: Q1 2026 in Review

Locust Wood Capital Advisers increased its GPGI Inc (GPGI) stake by 55% in Q1 2026, buying an estimated $107M and bringing the position to 13,783,653 shares worth $236M. The position accounts for 5.97% of the portfolio, ranked #4.

Locust Wood Capital Advisers first reported a position in GPGI in Q3 2024 and has held it in 7 quarters since. 203 funds tracked by Wall St. Rank hold GPGI as of Q1 2026.

  • Locust Wood Capital Advisers held 13,783,653 shares of GPGI Inc worth $236M as of Q1 2026.
  • Locust Wood Capital Advisers bought 4,919,524 GPGI Inc shares in Q1 2026, an estimated $107M.
  • GPGI Inc made up 5.97% of Locust Wood Capital Advisers's portfolio in Q1 2026, its #4 holding.
  • Locust Wood Capital Advisers first reported a position in GPGI Inc in Q3 2024 and has held it in 7 quarters since.
  • 203 funds tracked by Wall St. Rank held GPGI Inc as of Q1 2026.

Based on Locust Wood Capital Advisers's 13F filing for Q1 2026, filed 11 May 2026.