Watchtower Advisors as of Sept. 30, 2024
Portfolio Holdings for Watchtower Advisors
Watchtower Advisors holds 15 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 12.4 | $27M | 156k | 172.50 | |
| Arch Cap Group Ord (ACGL) | 11.1 | $24M | 215k | 111.88 | |
| Hilton Worldwide Holdings (HLT) | 10.7 | $23M | 101k | 230.50 | |
| Axis Cap Hldgs SHS (AXS) | 9.6 | $21M | 260k | 79.61 | |
| Ftai Aviation SHS (FTAI) | 9.5 | $21M | 155k | 132.90 | |
| Allegion Ord Shs (ALLE) | 8.6 | $19M | 128k | 145.74 | |
| Lennox International (LII) | 6.9 | $15M | 25k | 604.29 | |
| Amphenol Corp Cl A (APH) | 5.7 | $12M | 190k | 65.16 | |
| Medpace Hldgs (MEDP) | 4.9 | $11M | 31k | 333.80 | |
| Danaher Corporation (DHR) | 4.8 | $11M | 38k | 278.02 | |
| Royal Caribbean Cruises (RCL) | 4.5 | $9.8M | 55k | 177.36 | |
| Atmus Filtration Technologies Ord (ATMU) | 3.4 | $7.3M | 194k | 37.53 | |
| Chipotle Mexican Grill (CMG) | 3.3 | $7.2M | 125k | 57.62 | |
| AutoZone (AZO) | 3.1 | $6.7M | 2.1k | 3150.04 | |
| Arcosa (ACA) | 1.3 | $2.7M | 29k | 94.76 |
