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Watchtower Advisors, LP

Q1 2026 13F Holdings

  • Location
    old greenwich, CT
  • Num holdings

    12

  • Value ($000)

    $140,994

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0001807092
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

ASML HOLDING NV

NY REGISTRY SHS
N07059210
$41.29M
29 %

31,261

O
OHI

OMEGA HEALTHCARE INVS INC

COM
681936100
$23.71M
17 %

541,138

P
PATK

PATRICK INDS INC

COM
703343103
$16.66M
12 %

150,000

C
CVS

CVS HEALTH CORP

COM
126650100
$13.1M
9 %

182,357

T
TPD

SOMNIGROUP INTERNATIONAL INC

COM
88023U101
$10.34M
7 %

139,866

I
IBP

INSTALLED BLDG PRODS INC

COM
45780R101
$8.56M
6 %

32,277

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$8.14M
6 %

40,000

M
MU

MICRON TECHNOOLOGY INC

COM
595112103
$7.79M
6 %

23,047

E
ELAN

ELANCO ANIMAL HEALTH INC

COM
28414H103
$3.54M
3 %

147,816

A
AVGO

BROADCOM INC

COM
11135F101
$3.48M
3 %

11,235

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