Watchtower Advisors, LP
11 holdingsFiling period: 2026-06-30Current AUM: $165.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | ASML HLDG NV | 31.3K | $62.2M | $62.2M | 37.50% | -- | 2026-06-30 |
| 2 | OHI | OMEGA HEALTHCARE INVS INC | 541.1K | $25.8M | $25.5M | 15.38% | -- | 2026-06-30 |
| 3 | CVS | CVS HEALTH CORP | 182.4K | $18.9M | $17.2M | 10.39% | -- | 2026-06-30 |
| 4 | MU | MICRON TECHNOLOGY INC | 12.0K | $13.9M | $11.1M | 6.71% | -11,047 | 2026-06-30 |
| 5 | PATK | PATRICK INDS INC | 150.0K | $13.5M | $10.6M | 6.40% | -- | 2026-06-30 |
| 6 | TXT | TEXTRON INC | 125.6K | $11.5M | $10.1M | 6.11% | -- | 2026-06-30 |
| 7 | SRE | SEMPRA | 113.5K | $10.5M | $9.2M | 5.56% | +77.8K | 2026-06-30 |
| 8 | IBP | INSTALLED BLDG PRODS INC | 32.3K | $7.4M | $6.4M | 3.88% | -- | 2026-06-30 |
| 9 | NOK | NOKIA CORP | 500.0K | $6.6M | $4.9M | 2.97% | -- | 2026-06-30 |
| 10 | ELAN | ELANCO ANIMAL HEALTH INC | 221.7K | $5.5M | $5.1M | 3.07% | +73.9K | 2026-06-30 |
| 11 | AMD | ADVANCED MICRO DEVICES INC | 6.7K | $3.9M | $3.4M | 2.03% | -33,334 | 2026-06-30 |
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