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Tower House Partners 13F Portfolio

Portfolio Manager
Tower House Partners Llp
Performance
0% (N/A)
AUM (13F)
$16.82K
# of Holdings
3
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q4 2022

Tower House Partners Llp Holdings Map

Top 3 Tower House Partners Llp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CRL
CHARLES RIV LABS INTL INC
46.23%35.7K$8K
+3.54%(+1.22K)
2022-Q3: 34.5K shares2022-Q4: 35.7K shares2022-12-31
AZTA
AZENTA INC
30.35%87.7K$5K
-64.15%(-156.85K)
2022-Q3: 244.5K shares2022-Q4: 87.7K shares2022-12-31
FWONK
LIBERTY MEDIA CORP DEL
23.42%65.9K$4Knew2022-Q4: 65.9K shares2022-12-31

About Tower House Partners Llp’s portfolio

Tower House Partners Llp reports $16.82K in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are CRL (46.2%), AZTA (30.4%) and FWONK (23.4%). Figures reflect the Q4 2022 filing.

Portfolio concentration

Portfolio concentration
CRL — 46.2% ($7.8K)AZTA — 30.3% ($5.1K)FWONK — 23.4% ($3.9K)
100%in top 3
  • CRL46.2%
  • AZTA30.3%
  • FWONK23.4%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
FWONKLIBERTY MEDIA CORP DEL23.4%
Added to
1
CRLCHARLES RIV LABS INTL INC+3.5%
Trimmed
1
AZTAAZENTA INC-64.2%

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Source filings

Holdings on this page are parsed from Tower House Partners Llp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767905). View Tower House Partners Llp’s 13F filings on SEC

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