Ctf Capital Management, LP - Q42025 Holdings

Ctf Capital Management, LP holds 11 stocks with a total portfolio value of $ 165.59M as of Q42025. In Q42025, Ctf Capital Management, LP added 2 new positions, increased stakes in 1 stock, reduced 3 holdings, and fully exited 7 positions. The largest holding is Asml Holding N V (ASML), representing 20.20% of the total portfolio.