Watchtower Advisors, LP: 13F holdings
CIK 18070922026Q2
| Positions | 11 |
|---|---|
| Reported value | $179.6m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ASML HLDG NV | 31,261 | $62.2m | 34.6% |
| OHI OMEGA HEALTHCARE INVS INC | 541,138 | $25.8m | 14.4% |
| CVS CVS HEALTH CORP | 182,357 | $18.9m | 10.5% |
| MU MICRON TECHNOLOGY INC | 12,000 | $13.9m | 7.7% |
| PATK PATRICK INDS INC | 150,000 | $13.5m | 7.5% |
| TXT TEXTRON INC | 125,600 | $11.5m | 6.4% |
| SRE SEMPRA | 113,500 | $10.5m | 5.9% |
| IBP INSTALLED BLDG PRODS INC | 32,277 | $7.4m | 4.1% |
| NOK NOKIA CORP | 500,000 | $6.6m | 3.7% |
| ELAN ELANCO ANIMAL HEALTH INC | 221,725 | $5.5m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1807092")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.