Holdings
Watchtower Advisors, LP
As of Jun 30, 2026, Watchtower Advisors, LP reported 11 positions worth US$180M. Largest: Asml Holding Nv, Omega Healthcare Investors, Inc. and Cvs Health Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Asml Holding Nv | 31,261 | US$62.2M | no change | Jun 30, 2026 |
| Omega Healthcare Investors, Inc. | 541K | US$25.8M | no change | Jun 30, 2026 |
| Cvs Health Corporation | 182K | US$18.9M | no change | Jun 30, 2026 |
| Micron Technology, Inc. | 12,000 | US$13.9M | −11,047 | Jun 30, 2026 |
| Patrick Industries, Inc. | 150K | US$13.5M | no change | Jun 30, 2026 |
| Textron Inc. | 126K | US$11.5M | new | Jun 30, 2026 |
| Dba Sempra | 114K | US$10.5M | +77,834 | Jun 30, 2026 |
| Installed Building Products, Inc. | 32,277 | US$7.42M | no change | Jun 30, 2026 |
| Nokia Oyj | 500K | US$6.64M | new | Jun 30, 2026 |
| Elanco Animal Health Incorporated | 222K | US$5.46M | +73,909 | Jun 30, 2026 |