Stock Taper 
CTF CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Advanced Micro Devices, Inc. | AMD | 6.67K | $3.87M |
 Micron Technology, Inc. | MU | 12K | $13.85M |
 ASML Holding N.V. | ASML | 31.26K | $62.19M |
 Installed Building Products, Inc. | IBP | 32.28K | $7.42M |
 Sempra | SRE | 113.5K | $10.52M |
 Textron Inc. | TXT | 125.6K | $11.52M |
 Patrick Industries, Inc. | PATK | 150K | $13.47M |
 CVS Health Corp. | CVS | 182.36K | $18.86M |
 Elanco Animal Health Incorporated | ELAN | 221.72K | $5.46M |
 Nokia Oyj | NOK | 500K | $6.64M |
 Omega Healthcare Investors, Inc. | OHI | 541.14K | $25.8M |