Watchtower Advisors as of June 30, 2024
Portfolio Holdings for Watchtower Advisors
Watchtower Advisors holds 11 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 28.7 | $45M | 28k | 1605.53 | |
| Arch Cap Group Ord (ACGL) | 14.0 | $22M | 215k | 100.89 | |
| Axis Cap Hldgs SHS (AXS) | 11.8 | $18M | 260k | 70.65 | |
| Lennox International (LII) | 8.5 | $13M | 25k | 534.98 | |
| Medpace Hldgs (MEDP) | 8.3 | $13M | 31k | 411.85 | |
| Amphenol Corp Cl A (APH) | 8.3 | $13M | 190k | 67.37 | |
| Rxsight (RXST) | 5.2 | $8.1M | 135k | 60.17 | |
| Chipotle Mexican Grill (CMG) | 5.0 | $7.8M | 125k | 62.65 | |
| AutoZone (AZO) | 4.0 | $6.3M | 2.1k | 2964.10 | |
| Ftai Aviation SHS (FTAI) | 3.6 | $5.6M | 54k | 103.23 | |
| Churchill Downs (CHDN) | 2.5 | $3.9M | 28k | 139.60 |
