Ctf Capital Management, LP Portfolio Holdings by Sector

Ctf Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology AVGO 1 stocks	$26,821 14.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ACGL 1 stocks	$24,027 12.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$23,165 12.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare MEDP DHR 2 stocks	$20,909 11.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services AXS 1 stocks	$20,703 11.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ALLE 1 stocks	$18,649 9.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LII 1 stocks	$14,852 7.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$12,380 6.59% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL 1 stocks	$9,792 5.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG 1 stocks	$7,202 3.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$6,671 3.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Infrastructure Operations \| Industrials ACA 1 stocks	$2,702 1.44% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Ctf Capital Management, LP, based on Form 13F filings with the SEC.

Stay updated on Ctf Capital Management, LP with notifications on news.