Hedge Fund - CTF Capital Management
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | ASML | 31,261 | $33,444,893 | +55% | 20.2% | ||
| 2. | CVS | 357,000 | $28,331,520 | 17.11% | |||
| 3. | PATK | 150,000 | $16,264,500 | 9.82% | |||
| 4. | OHI | 339,098 | $15,035,605 | NEW | 9.08% | ||
| 5. | APH | 100,000 | $13,514,000 | -24% | 8.16% |
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