Watchtower Advisors, LP
12 holdingsFiling period: 2026-03-31Current AUM: $167.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | ASML HOLDING NV | 31.3K | $41.3M | $41.3M | 24.71% | -- | 2026-03-31 |
| 2 | OHI | OMEGA HEALTHCARE INVS INC | 541.1K | $23.7M | $27.4M | 16.40% | +202.0K | 2026-03-31 |
| 3 | PATK | PATRICK INDS INC | 150.0K | $16.7M | $12.4M | 7.41% | -- | 2026-03-31 |
| 4 | CVS | CVS HEALTH CORP | 182.4K | $13.1M | $19.0M | 11.40% | -174,643 | 2026-03-31 |
| 5 | SGI | SOMNIGROUP INTERNATIONAL INC | 139.9K | $10.3M | $9.1M | 5.47% | +38.4K | 2026-03-31 |
| 6 | IBP | INSTALLED BLDG PRODS INC | 32.3K | $8.6M | $7.2M | 4.31% | -- | 2026-03-31 |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 40.0K | $8.1M | $19.0M | 11.40% | -20,000 | 2026-03-31 |
| 8 | MU | MICRON TECHNOOLOGY INC | 23.0K | $7.8M | $19.0M | 11.35% | -- | 2026-03-31 |
| 9 | ELAN | ELANCO ANIMAL HEALTH INC | 147.8K | $3.5M | $3.9M | 2.33% | -- | 2026-03-31 |
| 10 | AVGO | BROADCOM INC | 11.2K | $3.5M | $4.4M | 2.62% | -18,765 | 2026-03-31 |
| 11 | SRE | SEMPRA | 35.7K | $3.5M | $3.2M | 1.89% | -- | 2026-03-31 |
| 12 | APH | AMPHENOL CORP | 7.4K | $932K | $1.2M | 0.71% | -92,622 | 2026-03-31 |
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