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	$23,041 17.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$18,967 14.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ALLE 1 stocks	$16,727 12.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$16,228 12.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LII 1 stocks	$13,404 9.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL 1 stocks	$12,737 9.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$11,112 8.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRNA 1 stocks	$10,995 8.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$6,781 5.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Infrastructure Operations \| Industrials ACA 1 stocks	$2,757 2.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare MEDP 1 stocks	$1,833 1.36% of portfolio	-	1	-	-	0 Calls 0 Puts

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