Notify me when Watchtower Advisors, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 11 | $165,592,009 | +$35,889,514 | -$91,083,144 | -$55,193,630 | ASML, CVS, PATK, OHI, APH | 13F-HR | 13 Feb 2026, 11:35 |
| Q3 2025 | 16 | $214,345,050 | +$67,658,589 | -$36,245,865 | +$31,412,724 | CVS, ASML, RCL, CLH, APH | 13F-HR | 13 Nov 2025, 13:34 |
| Q2 2025 | 18 | $168,935,796 | +$49,408,619 | -$40,394,490 | +$9,014,129 | AXS, CVS, RCL, APPF, APH | 13F-HR | 13 Aug 2025, 11:49 |
| Q1 2025 | 15 | $137,774,918 | +$23,931,439 | -$57,652,418 | -$33,720,979 | AXS, CVS, HLT, RCL, VRNA | 13F-HR | 12 May 2025, 09:58 |
| Q4 2024 | 14 | $176,687,770 | +$23,189,952 | -$79,610,399 | -$56,420,447 | AXS, FTAI, HLT, ALLE, AVGO | 13F-HR | 13 Feb 2025, 11:57 |
| Q3 2024 | 15 | $215,747,282 | +$107,445,369 | -$11,996,410 | +$95,448,959 | AVGO, ACGL, HLT, AXS, FTAI | 13F-HR | 14 Nov 2024, 12:31 |
| Q2 2024 | 11 | $155,118,947 | +$41,943,058 | -$69,348,235 | -$27,405,177 | AVGO, ACGL, AXS, LII, MEDP | 13F-HR | 14 Aug 2024, 08:39 |
| Q1 2024 | 13 | $180,161,736 | +$54,142,836 | -$47,741,810 | +$6,401,026 | AVGO, LII, ACGL, MEDP, SPR | 13F-HR | 15 May 2024, 09:58 |
| Q4 2023 | 13 | $148,923,122 | +$66,128,409 | -$30,918,871 | +$35,209,538 | AVGO, LII, AZO, ACGL, MEDP | 13F-HR | 14 Feb 2024, 12:23 |
| Q3 2023 | 8 | $101,314,587 | +$19,099,153 | -$102,627,382 | -$83,528,229 | ACGL, AZO, LII, AN, MEDP | 13F-HR | 14 Nov 2023, 11:53 |
| Q2 2023 | 13 | $185,663,275 | +$66,006,073 | -$42,794,599 | +$23,211,474 | AN, LII, BA, FSLR, MMS | 13F-HR | 14 Aug 2023, 13:07 |
| Q1 2023 | 13 | $154,053,356 | +$17,285,385 | -$49,534,716 | -$32,249,331 | LW, BA, FSLR, ACGL, MMS | 13F-HR | 15 May 2023, 09:34 |
| Q4 2022 | 14 | $169,281,241 | +$78,217,027 | -$56,953,081 | +$21,263,946 | LW, ACGL, BA, FSLR, MEDP | 13F-HR | 14 Feb 2023, 09:44 |
| Q3 2022 | 9 | $128,818,000 | +$37,932,264 | -$55,198,069 | -$17,265,805 | LW, IWM, QQQ, ACGL, FSLR | 13F-HR | 14 Nov 2022, 13:20 |
| Q2 2022 | 10 | $147,059,000 | +$20,535,432 | -$45,875,590 | -$25,340,158 | IWM, QQQ, ACGL, CCK, LW | 13F-HR | 15 Aug 2022, 10:17 |
| Q1 2022 | 14 | $200,001,000 | +$120,947,644 | -$75,865,967 | +$45,081,677 | QQQ, IWM, CCK, ACGL, TDY | 13F-HR | 16 May 2022, 11:44 |
| Q4 2021 | 18 | $155,025,000 | $0 | $0 | $0 | M, AMG, TDY, CCK, NVR | 13F-HR | 14 Feb 2022, 10:56 |