13F HOLDINGS REPORT
CTF Capital Management, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001493152-23-040863
Total Value
$101.3M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARCH CAP GROUP LTD | G0450A105 | 214,764 | $17.1M | 16.90% |
| 2 | AUTOZONE INC | AZO | 6,201 | $15.8M | 15.55% |
| 3 | LENNOX INTL INC | 526107107 | 42,039 | $15.7M | 15.54% |
| 4 | AUTONATION INC | AN | 101,818 | $15.4M | 15.22% |
| 5 | MEDPACE HLDGS INC | MEDP | 63,398 | $15.4M | 15.15% |
| 6 | BROADCOM INC | AVGO | 13,937 | $11.6M | 11.43% |
| 7 | MAXIMUS INC | MMS | 94,009 | $7.0M | 6.93% |
| 8 | OSCAR HEALTH INC | OSCR | 600,000 | $3.3M | 3.30% |