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Asset Manager ← All Institutions

Watchtower Advisors, LP

Q2 2025 · Filed 2025-08-13
Market Value
$169M
+22.6%
Holdings
22
+6
New Purchases
7
Added To
0
Closed
4
Reduced
4
Top 10 Concentration
79.3%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
APPF 8.35% 0.00% +8.35% $14M
PATK 5.46% 0.00% +5.46% $9M
AMD 4.40% 0.00% +4.40% $7M
BLDR 4.04% 0.00% +4.04% $7M
IBP 2.64% 0.00% +2.64% $4M
ODFL 2.23% 0.00% +2.23% $4M
RPRX 2.13% 0.00% +2.13% $4M
RCL 10.23% 8.23% +2.00% $17M
APH 8.11% 6.60% +1.50% $14M
AVGO 6.36% 5.95% +0.41% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HLT 0.00% 12.67% -12.67% $0
KVYO 0.00% 4.06% -4.06% $0
AXS 15.98% 18.90% -2.92% $27M
VRNA 3.92% 6.70% -2.78% $7M
CVS 10.62% 12.79% -2.17% $18M
SLM 1.15% 3.15% -1.99% $2M
ATMU 3.60% 5.16% -1.56% $6M
GTES 0.00% 1.44% -1.44% $0
AZO 4.65% 5.86% -1.21% $8M
ACA 0.00% 1.14% -1.14% $0
LII 5.11% 6.13% -1.02% $9M
MEDP 1.03% 1.22% -0.20% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $18M 10.8%
Large Cap 10 $81M 48.0%
Mid Cap 10 $70M 41.2%

Portfolio Analytics

Avg Market Cap
$155.7B
Median Market Cap
$14.6B
Avg P/E
35.4
Median P/E
26.7
Avg Dividend Yield
0.01%
Avg Beta
1.11
# Stocks
22
# ETFs / Funds
0

Top Holdings (22 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AXS 15.98% 260,000 $27M $103.82 $951K
2 CVS 10.62% 260,000 $18M $68.98 $320K
3 RCL 10.23% 55,215 $17M $313.14 $6M
4 APPF 8.35% 61,253 $14M $230.28 +61,253 NEW
5 APH 8.11% 138,700 $14M $98.75 $5M
6 AVGO 6.36% 38,950 $11M $275.65 $3M -10,000 -20.4%
7 PATK 5.46% 100,000 $9M $92.27 +100,000 NEW
8 LII 5.11% 15,059 $9M $573.24 $187K
9 AZO 4.65% 2,118 $8M $3,712.23 -$213K
10 AMD 4.40% 52,370 $7M $141.90 +52,370 NEW
11 BLDR 4.04% 58,437 $7M $116.69 +58,437 NEW
12 VRNA 3.92% 70,000 $7M $94.58 -$3M -75,338 -51.8%
13 ATMU 3.60% 166,932 $6M $36.42 -$1M -26,534 -13.7%
14 IBP 2.64% 24,743 $4M $180.32 +24,743 NEW
15 ODFL 2.23% 23,175 $4M $162.30 +23,175 NEW
16 RPRX 2.13% 100,000 $4M $36.03 +100,000 NEW
17 SLM 1.15% 59,426 $2M $32.79 -$2M -89,616 -60.1%
18 MEDP 1.03% 5,519 $2M $313.86 $51K
19 HLT —% -$17M -76,740 -100.0% SOLD
20 GTES —% -$2M -107,500 -100.0% SOLD
21 KVYO —% -$6M -185,050 -100.0% SOLD
22 ACA —% -$2M -20,316 -100.0% SOLD

New Positions

SymbolValue% Port
APPF $14M 8.35%
PATK $9M 5.46%
AMD $7M 4.40%
BLDR $7M 4.04%
IBP $4M 2.64%
ODFL $4M 2.23%
RPRX $4M 2.13%

Sold Out Positions

SymbolValue% Port
HLT —%
KVYO —%
ACA —%
GTES —%
View SEC EDGAR Filings for Watchtower Advisors, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms