CTF Capital Management as of Sept. 30, 2023
Portfolio Holdings for CTF Capital Management
CTF Capital Management holds 8 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arch Cap Group Ord (ACGL) | 16.9 | $17M | 215k | 79.71 | |
| AutoZone (AZO) | 15.5 | $16M | 6.2k | 2539.99 | |
| Lennox International (LII) | 15.5 | $16M | 42k | 374.44 | |
| AutoNation (AN) | 15.2 | $15M | 102k | 151.40 | |
| Medpace Hldgs (MEDP) | 15.2 | $15M | 63k | 242.13 | |
| Broadcom (AVGO) | 11.4 | $12M | 14k | 830.58 | |
| Maximus (MMS) | 6.9 | $7.0M | 94k | 74.68 | |
| Oscar Health Cl A (OSCR) | 3.3 | $3.3M | 600k | 5.57 |
