West Tower Group
Latest statistics and disclosures from West Tower Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PRGO, PRIM, EHAB, WBD, RDDT, and represent 40.82% of West Tower Group's stock portfolio.
- Added to shares of these 10 stocks: PRGO, INTC, EHAB, RDDT, AMAT, ROKU, MRVL, SMR, DELL, EWZ.
- Started 19 new stock positions in INTC, XLP, RUM, DELL, ZS, LAES, RBLX, ZETA, PD, VRT. SNAP, GTLB, SNOW, SMR, TEM, AMAT, ANET, COP, EWZ.
- Reduced shares in these 10 stocks: WBD, GAP, DVY, , , VERX, SYY, PEP, VZ, AMD.
- Sold out of its positions in AMD, BDX, BMY, CPB, CSCO, COHR, CL, CAG, DDOG, D.
- West Tower Group was a net seller of stock by $-16M.
- West Tower Group has $35M in assets under management (AUM), dropping by -25.14%.
- Central Index Key (CIK): 0001965819
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Portfolio Holdings for West Tower Group
West Tower Group holds 47 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Perrigo SHS (PRGO) | 11.2 | $3.9M | +45% | 173k | 22.27 |
|
| Primoris Services (PRIM) | 10.7 | $3.7M | +5% | 27k | 137.33 |
|
| Enhabit Ord (EHAB) | 8.7 | $3.0M | +31% | 375k | 8.01 |
|
| Warner Bros Discovery Com Ser A (WBD) | 5.8 | $2.0M | -62% | 102k | 19.53 |
|
| Reddit Cl A (RDDT) | 4.5 | $1.5M | +42% | 6.7k | 229.99 |
|
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 3.8 | $1.3M | 61k | 21.14 |
|
|
| ExlService Holdings (EXLS) | 3.5 | $1.2M | +12% | 28k | 44.03 |
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 3.4 | $1.2M | 12k | 94.81 |
|
|
| Tyler Technologies (TYL) | 3.3 | $1.1M | 2.2k | 523.16 |
|
|
| Lyft Cl A Com (LYFT) | 3.3 | $1.1M | -8% | 51k | 22.01 |
|
| Roku Com Cl A (ROKU) | 3.2 | $1.1M | +37% | 11k | 100.13 |
|
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 3.1 | $1.1M | -19% | 159k | 6.75 |
|
| News Corp Cl A (NWSA) | 2.9 | $997k | -15% | 33k | 30.71 |
|
| Jacobs Engineering Group (J) | 2.5 | $854k | -18% | 5.7k | 149.86 |
|
| Orion Engineered Carbons (OEC) | 2.4 | $839k | 111k | 7.58 |
|
|
| Intel Corporation (INTC) | 2.4 | $815k | NEW | 24k | 33.55 |
|
| Oceaneering International (OII) | 1.9 | $669k | 27k | 24.78 |
|
|
| Marvell Technology (MRVL) | 1.8 | $631k | +87% | 7.5k | 84.07 |
|
| Dropbox Cl A (DBX) | 1.5 | $529k | 18k | 30.21 |
|
|
| Dream Finders Homes Com Cl A (DFH) | 1.5 | $517k | -13% | 20k | 25.92 |
|
| Daktronics (DAKT) | 1.3 | $450k | -46% | 22k | 20.92 |
|
| Spotify Technology S A SHS (SPOT) | 1.0 | $349k | +66% | 500.00 | 698.00 |
|
| Applied Materials (AMAT) | 0.9 | $307k | NEW | 1.5k | 204.74 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.8 | $288k | NEW | 8.0k | 36.00 |
|
| Dell Technologies CL C (DELL) | 0.8 | $284k | NEW | 2.0k | 141.77 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.8 | $282k | NEW | 9.1k | 31.00 |
|
| Oracle Corporation (ORCL) | 0.8 | $281k | 1.0k | 281.24 |
|
|
| Roblox Corp Cl A (RBLX) | 0.8 | $277k | NEW | 2.0k | 138.52 |
|
| Broadcom (AVGO) | 0.8 | $264k | -60% | 800.00 | 329.91 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $243k | -50% | 1.0k | 243.10 |
|
| Zeta Global Holdings Corp Cl A (ZETA) | 0.7 | $238k | NEW | 12k | 19.87 |
|
| Arista Networks Com Shs (ANET) | 0.7 | $233k | NEW | 1.6k | 145.71 |
|
| Nxp Semiconductors N V (NXPI) | 0.7 | $228k | -16% | 1.0k | 227.73 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.7 | $226k | NEW | 1.5k | 150.86 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.7 | $226k | 8.0k | 28.26 |
|
|
| International Business Machines (IBM) | 0.7 | $226k | 800.00 | 282.16 |
|
|
| Snowflake Com Shs (SNOW) | 0.7 | $226k | NEW | 1.0k | 225.55 |
|
| Gitlab Class A Com (GTLB) | 0.7 | $225k | NEW | 5.0k | 45.08 |
|
| Peloton Interactive Cl A Com (PTON) | 0.7 | $225k | -16% | 25k | 9.00 |
|
| Pagerduty (PD) | 0.6 | $215k | NEW | 13k | 16.52 |
|
| Zscaler Incorporated (ZS) | 0.6 | $210k | NEW | 700.00 | 299.66 |
|
| ConocoPhillips (COP) | 0.6 | $206k | NEW | 2.2k | 94.59 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.6 | $204k | NEW | 2.6k | 78.37 |
|
| Tempus Ai Cl A (TEM) | 0.6 | $202k | NEW | 2.5k | 80.71 |
|
| Rumble Com Cl A (RUM) | 0.5 | $181k | NEW | 25k | 7.24 |
|
| Sealsq Corp Ord Shs (LAES) | 0.3 | $88k | NEW | 24k | 3.74 |
|
| Snap Cl A (SNAP) | 0.2 | $77k | NEW | 10k | 7.71 |
|
Past Filings by West Tower Group
SEC 13F filings are viewable for West Tower Group going back to 2022
- West Tower Group 2025 Q3 filed Oct. 16, 2025
- West Tower Group 2025 Q2 filed July 29, 2025
- West Tower Group 2025 Q1 filed May 9, 2025
- West Tower Group 2024 Q4 filed Feb. 11, 2025
- West Tower Group 2024 Q3 filed Nov. 13, 2024
- West Tower Group 2024 Q2 filed Aug. 14, 2024
- West Tower Group 2024 Q1 filed May 14, 2024
- West Tower Group 2023 Q4 filed Feb. 14, 2024
- West Tower Group 2023 Q3 filed Nov. 14, 2023
- West Tower Group 2023 Q2 filed Aug. 14, 2023
- West Tower Group 2023 Q1 filed May 15, 2023
- West Tower Group 2022 Q4 restated filed Feb. 15, 2023
- West Tower Group 2022 Q4 filed Feb. 14, 2023