Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
BROADCOM INC | 32,970 | +19,033 | $36,803 |
AVGO | 32,970 | +19,033 | $36,803 |
LENNOX INTL INC | 42,039 | UNCH | $18,813 |
LII | 42,039 | UNCH | $18,813 |
AUTOZONE INC | 6,201 | UNCH | $16,033 |
AZO | 6,201 | UNCH | $16,033 |
ARCH CAP GROUP LTD | 214,764 | UNCH | $15,951 |
ACGL | 214,764 | UNCH | $15,951 |
MEDPACE HLDGS INC | 49,422 | -13,976 | $15,149 |
MEDP | 49,422 | -13,976 | $15,149 |
INTEL CORP | 283,000 | +283,000 | $14,221 |
INTC | 283,000 | +283,000 | $14,221 |
QORVO INC | 57,000 | +57,000 | $6,419 |
QRVO | 57,000 | +57,000 | $6,419 |
AMPHENOL CORP NEW | 60,000 | +60,000 | $5,948 |
APH | 60,000 | +60,000 | $5,948 |
BANK AMERICA CORP | 175,500 | +175,500 | $5,909 |
BAC | 175,500 | +175,500 | $5,909 |
CHIPOTLE MEXICAN GRILL INC | 2,500 | +2,500 | $5,717 |
CMG | 2,500 | +2,500 | $5,717 |
PLANET FITNESS INC | 55,829 | +55,829 | $4,076 |
PLNT | 55,829 | +55,829 | $4,076 |
CRH PLC | 37,500 | +37,500 | $2,594 |
CRH | 37,500 | +37,500 | $2,594 |
See Full List: All Stocks Held By CTF Capital Management LP
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
See Details: Top 10 Stocks Held By CTF Capital Management LP
Size ($ in 1000's)
At 12/31/2023: $148,924 At 09/30/2023: $101,315 CTF Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CTF Capital Management LP 13F filings. Link to 13F filings: SEC filings |