CTF CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVS | 357K | $26.91M |
 | AMRZ | 284K | $13.80M |
 | PATK | 150K | $15.51M |
 | AXS | 150K | $14.37M |
 | APH | 130K | $16.09M |
 | CLH | 76K | $17.68M |
 | BLDR | 75K | $9.09M |
 | AMD | 60K | $9.71M |
 | RCL | 55K | $17.87M |
 | APPF | 40K | $11.03M |
 | AVGO | 34K | $11.20M |
 | IBP | 32K | $7.96M |
 | ASML | 20K | $18.59M |
 | LII | 15K | $7.97M |
 | AZO | 2K | $9.09M |
CVS Health Corporation
CVS
Shares Held
357K
Value
$26.91M
Amrize Ltd
AMRZ
Shares Held
284K
Value
$13.80M
Patrick Industries, Inc.
PATK
Shares Held
150K
Value
$15.51M
AXIS Capital Holdings Limited
AXS
Shares Held
150K
Value
$14.37M
Amphenol Corporation
APH
Shares Held
130K
Value
$16.09M
Clean Harbors, Inc.
CLH
Shares Held
76K
Value
$17.68M
Builders FirstSource, Inc.
BLDR
Shares Held
75K
Value
$9.09M
Advanced Micro Devices, Inc.
AMD
Shares Held
60K
Value
$9.71M
Royal Caribbean Cruises Ltd.
RCL
Shares Held
55K
Value
$17.87M
AppFolio, Inc.
APPF
Shares Held
40K
Value
$11.03M
Broadcom Inc.
AVGO
Shares Held
34K
Value
$11.20M
Installed Building Products, Inc.
IBP
Shares Held
32K
Value
$7.96M
ASML Holding N.V.
ASML
Shares Held
20K
Value
$18.59M
Lennox International Inc.
LII
Shares Held
15K
Value
$7.97M
AutoZone, Inc.
AZO
Shares Held
2K
Value
$9.09M