Watchtower Advisors, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Watchtower Advisors, LP held in its portfolio 11 assets valued at $165,592,009 (i.e. $165.59M).

The most valuable assets in the portfolio included: ASML HOLDING N V ($33.45M), CVS HEALTH CORP ($28.33M), and PATRICK INDS INC ($16.27M).

The chart below shows the top 10 valuable assets, and the table below shows the top 11 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Watchtower Advisors, LP Portfolio

ASML HOLDING N V

CVS HEALTH CORP

PATRICK INDS INC

OMEGA HEALTHCARE INVS INC

AMPHENOL CORP NEW

ADVANCED MICRO DEVICES INC

ROYAL CARIBBEAN GROUP

BROADCOM INC

SOMNIGROUP INTERNATIONAL INC

INSTALLED BLDG PRODS INC

Watchtower Advisors, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ASML HOLDING N V	31261	33444893	N Y REGISTRY SHS
CVS HEALTH CORP	357000	28331520	COM
PATRICK INDS INC	150000	16264500	COM
OMEGA HEALTHCARE INVS INC	339098	15035605	COM
AMPHENOL CORP NEW	100000	13514000	CL A
ADVANCED MICRO DEVICES INC	60000	12849600	COM
ROYAL CARIBBEAN GROUP	40000	11156800	COM
BROADCOM INC	30000	10383000	COM
SOMNIGROUP INTERNATIONAL INC	101440	9056563	COM
INSTALLED BLDG PRODS INC	32277	8372331	COM
AUTOZONE INC	2118	7183197	COM