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Watchtower Advisors, LP

Q4 2025 13F Holdings

  • Location
    old greenwich, CT
  • Num holdings

    11

  • Value ($000)

    $165,592

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001807092
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

ASML HOLDING N V

N Y REGISTRY SHS
N07059210
$33.44M
20 %

31,261

C
CVS

CVS HEALTH CORP

COM
126650100
$28.33M
17 %

357,000

P
PATK

PATRICK INDS INC

COM
703343103
$16.26M
10 %

150,000

O
OHI

OMEGA HEALTHCARE INVS INC

COM
681936100
$15.04M
9 %

339,098

A
APH

AMPHENOL CORP NEW

CL A
032095101
$13.51M
8 %

100,000

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$12.85M
8 %

60,000

R
RCL

ROYAL CARIBBEAN GROUP

COM
V7780T103
$11.16M
7 %

40,000

A
AVGO

BROADCOM INC

COM
11135F101
$10.38M
6 %

30,000

T
TPD

SOMNIGROUP INTERNATIONAL INC

COM
88023U101
$9.06M
6 %

101,440

I
IBP

INSTALLED BLDG PRODS INC

COM
45780R101
$8.37M
5 %

32,277

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