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Ctf Capital Management, Lp Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    old greenwich, CT
  • CIK
    0001807092
  • Alternate names
    Watchtower Advisors, LP
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

11

$165.59M
ASML HOLDING N V, CVS, PATK, OHI
13F-HR
Feb 13, 2026
000180709226000004

16

$214.35M
CVS, ASML HOLDING N V, RCL, CLH
13F-HR
Nov 13, 2025
000180709225000013

18

$168.94M
AXIS CAP HLDGS LTD, CVS, RCL, APPF
13F-HR
Aug 13, 2025
000180709225000008

15

$137.78M
AXIS CAP HLDGS LTD, CVS, HLT, RCL
13F-HR
May 12, 2025
000180709225000002

14

$176.69M
AXIS CAP HLDGS LTD, FTAI AVIATION LTD, HLT, ALLEGION PLC
13F-HR
Feb 13, 2025
000149315225006309

15

$215.75M
AVGO, ARCH CAP GROUP LTD, HLT, AXIS CAP HLDGS LTD
13F-HR
Nov 14, 2024
000149315224045553

11

$155.12M
AVGO, ARCH CAP GROUP LTD, AXIS CAP HLDGS LTD, LII
13F-HR
Aug 14, 2024
000149315224031903

13

$180.16M
AVGO, LII, ARCH CAP GROUP LTD, MEDP
13F-HR
May 15, 2024
000149315224019595

13

$148.92M
AVGO, LII, AZO, ARCH CAP GROUP LTD
13F-HR
Feb 14, 2024
000149315224006450

8

$101.32M
ARCH CAP GROUP LTD, AZO, LII, AN
13F-HR
Nov 14, 2023
000149315223040863

13

$185.66M
AN, LII, BA, FSLR
13F-HR
Aug 14, 2023
000149315223028196

13

$154.05M
LW, BA, FSLR, ARCH CAP GROUP LTD
13F-HR
May 15, 2023
000149315223016994

14

$169.28M
LW, ARCH CAP GROUP LTD, BA, FSLR
13F-HR
Feb 14, 2023
000149315223004662

9

$128.82M
LW, IWM, NDQ, ARCH CAP GROUP LTD
13F-HR
Nov 14, 2022
000149315222031810

10

$147.06M
IWM, NDQ, ARCH CAP GROUP LTD, CCK
13F-HR
Aug 15, 2022
000149315222022633

14

$200M
NDQ, IWM, CCK, ARCH CAP GROUP LTD
13F-HR
May 16, 2022
000149315222013591

18

$155.03M
M, AMG, TDY, CCK
13F-HR
Feb 14, 2022
000149315222004346