CTF CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVS | 357K | $28.33M |
 | OHI | 339K | $15.04M |
 | PATK | 150K | $16.26M |
 | APH | 100K | $13.51M |
 | AMD | 60K | $12.85M |
 | RCL | 40K | $11.16M |
 | IBP | 32K | $8.37M |
 | ASML | 31K | $33.44M |
 | AVGO | 30K | $10.38M |
 | AZO | 2K | $7.18M |
CVS Health Corporation
CVS
Shares Held
357K
Value
$28.33M
Omega Healthcare Investors, Inc.
OHI
Shares Held
339K
Value
$15.04M
Patrick Industries, Inc.
PATK
Shares Held
150K
Value
$16.26M
Amphenol Corporation
APH
Shares Held
100K
Value
$13.51M
Advanced Micro Devices, Inc.
AMD
Shares Held
60K
Value
$12.85M
Royal Caribbean Cruises Ltd.
RCL
Shares Held
40K
Value
$11.16M
Installed Building Products, Inc.
IBP
Shares Held
32K
Value
$8.37M
ASML Holding N.V.
ASML
Shares Held
31K
Value
$33.44M
Broadcom Inc.
AVGO
Shares Held
30K
Value
$10.38M
AutoZone, Inc.
AZO
Shares Held
2K
Value
$7.18M