Watchtower Advisors as of Dec. 31, 2024
Portfolio Holdings for Watchtower Advisors
Watchtower Advisors holds 14 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Axis Cap Hldgs SHS (AXS) | 13.0 | $23M | 260k | 88.62 | |
| Ftai Aviation SHS (FTAI) | 12.6 | $22M | 155k | 144.04 | |
| Hilton Worldwide Holdings (HLT) | 10.7 | $19M | 77k | 247.16 | |
| Allegion Ord Shs (ALLE) | 9.5 | $17M | 128k | 130.68 | |
| Broadcom (AVGO) | 9.2 | $16M | 70k | 231.84 | |
| Lennox International (LII) | 7.6 | $13M | 22k | 609.30 | |
| Royal Caribbean Cruises (RCL) | 7.2 | $13M | 55k | 230.69 | |
| Klaviyo Com Ser A (KVYO) | 6.9 | $12M | 296k | 41.24 | |
| Amphenol Corp Cl A (APH) | 6.3 | $11M | 160k | 69.45 | |
| Verona Pharma Sponsored Ads (VRNA) | 6.2 | $11M | 237k | 46.44 | |
| Atmus Filtration Technologies Ord (ATMU) | 4.3 | $7.6M | 194k | 39.18 | |
| AutoZone (AZO) | 3.8 | $6.8M | 2.1k | 3202.00 | |
| Arcosa (ACA) | 1.6 | $2.8M | 29k | 96.74 | |
| Medpace Hldgs (MEDP) | 1.0 | $1.8M | 5.5k | 332.23 |
