Watchtower Advisors, LP — 13F holdings

Watchtower Advisors, LP reported 11 holdings worth $180M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. ASML ASML HOLDING N V — $62.2M (34.6%)
2. OHI OMEGA HEALTHCARE INVS INC — $25.8M (14.4%)
3. CVS CVS HEALTH CORP — $18.9M (10.5%)
4. MU MICRON TECHNOLOGY INC — $13.9M (7.7%)
5. PATK PATRICK INDS INC — $13.5M (7.5%)
6. TXT TEXTRON INC — $11.5M (6.4%)
7. SRE SEMPRA — $10.5M (5.9%)
8. IBP INSTALLED BLDG PRODS INC — $7.42M (4.1%)
9. NOK NOKIA CORP — $6.64M (3.7%)
10. ELAN ELANCO ANIMAL HEALTH INC — $5.46M (3.0%)