Ctf Capital Management, LP Portfolio Holdings by Sector

Ctf Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Insurance—Property & Casualty \| Financial Services AXS 1 stocks	$26,993 16.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO AMD 2 stocks	$18,167 11.16% of portfolio	1	1	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS 1 stocks	$17,934 11.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL 1 stocks	$17,290 10.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LII BLDR 2 stocks	$15,451 9.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology APPF 1 stocks	$14,105 8.66% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$13,696 8.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRNA RPRX 2 stocks	$10,223 6.28% of portfolio	1	1	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical PATK 1 stocks	$9,227 5.67% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$7,862 4.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical IBP 1 stocks	$4,461 2.74% of portfolio	1	-	1	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$3,761 2.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services SLM 1 stocks	$1,948 1.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare MEDP 1 stocks	$1,732 1.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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