West Tower Group
Latest statistics and disclosures from West Tower Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KSS, OEC, WBD, GPRE, EHAB, and represent 28.74% of West Tower Group's stock portfolio.
- Added to shares of these 10 stocks: GPRE, URBN, FIX, AVGO, ANSS, BV, KSS, CRWD, WBD, MSFT.
- Started 50 new stock positions in WDAY, TXN, SMTC, TWKS, RBLX, ANET, CFLT, NVDA, XPER, DTC.
- Reduced shares in these 10 stocks: OXM, KDP, GFF, XLRE, SMH, , M, EHAB, KBR, .
- Sold out of its positions in AIR, AFL, AMLP, APG, GOLF, ATGE, ACM, AVAV, AGYS, ABNB.
- West Tower Group was a net seller of stock by $-16M.
- West Tower Group has $33M in assets under management (AUM), dropping by -32.70%.
- Central Index Key (CIK): 0001965819
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Portfolio Holdings for West Tower Group
West Tower Group holds 91 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kohl's Corporation (KSS) | 6.7 | $2.2M | +23% | 76k | 29.15 |
|
| Orion Engineered Carbons (OEC) | 6.0 | $2.0M | +16% | 85k | 23.52 |
|
| Warner Bros Discovery Com Ser A (WBD) | 5.6 | $1.9M | +24% | 214k | 8.73 |
|
| Green Plains Renewable Energy (GPRE) | 5.6 | $1.9M | +390% | 81k | 23.12 |
|
| Enhabit Ord (EHAB) | 4.8 | $1.6M | -28% | 137k | 11.65 |
|
| Urban Outfitters (URBN) | 4.4 | $1.4M | +7247% | 33k | 43.42 |
|
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 3.8 | $1.3M | 95k | 13.23 |
|
|
| Gms (GMS) | 3.4 | $1.1M | -15% | 12k | 97.34 |
|
| Tyler Technologies (TYL) | 3.1 | $1.0M | -4% | 2.4k | 425.01 |
|
| News Corp Cl A (NWSA) | 2.8 | $926k | +52% | 35k | 26.18 |
|
| Comfort Systems USA (FIX) | 2.5 | $835k | NEW | 2.6k | 317.71 |
|
| Macy's (M) | 2.4 | $781k | -44% | 39k | 19.99 |
|
| Broadcom (AVGO) | 2.2 | $725k | NEW | 547.00 | 1325.41 |
|
| Ferroglobe SHS (GSM) | 2.0 | $659k | +15% | 132k | 4.98 |
|
| Akoustis Technologies | 1.6 | $522k | 882k | 0.59 |
|
|
| Ansys (ANSS) | 1.5 | $503k | NEW | 1.5k | 347.16 |
|
| LSI Industries (LYTS) | 1.3 | $429k | -12% | 28k | 15.12 |
|
| Meta Financial (CASH) | 1.3 | $429k | +2% | 8.5k | 50.48 |
|
| Brightview Holdings (BV) | 1.3 | $428k | NEW | 36k | 11.90 |
|
| D R S Technologies (DRS) | 1.3 | $427k | -54% | 17k | 25.12 |
|
| Dropbox Cl A (DBX) | 1.2 | $401k | -51% | 17k | 24.30 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $385k | NEW | 1.2k | 320.59 |
|
| Oxford Industries (OXM) | 1.2 | $382k | -86% | 3.4k | 112.40 |
|
| Daktronics (DAKT) | 1.1 | $379k | -49% | 38k | 9.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $377k | +572% | 2.5k | 150.93 |
|
| Ardagh Metal Packaging S A SHS (AMBP) | 1.1 | $363k | +10% | 106k | 3.43 |
|
| Microsoft Corporation (MSFT) | 1.0 | $337k | NEW | 800.00 | 420.72 |
|
| Calumet Specialty Prods Part Ut Ltd Partner | 1.0 | $335k | +21% | 23k | 14.86 |
|
| Perrigo SHS (PRGO) | 1.0 | $325k | +10% | 10k | 32.19 |
|
| Oceaneering International (OII) | 1.0 | $316k | +277% | 14k | 23.40 |
|
| Magnite Ord (MGNI) | 0.9 | $308k | +67% | 29k | 10.75 |
|
| DV (DV) | 0.9 | $299k | NEW | 8.5k | 35.16 |
|
| Cloudflare Cl A Com (NET) | 0.9 | $292k | NEW | 3.0k | 96.83 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $271k | NEW | 300.00 | 903.56 |
|
| Everi Hldgs (EVRI) | 0.8 | $267k | +20% | 27k | 10.05 |
|
| Silicon Laboratories (SLAB) | 0.8 | $259k | NEW | 1.8k | 143.72 |
|
| Opal Fuels Class A Com (OPAL) | 0.8 | $258k | +63% | 51k | 5.02 |
|
| Walt Disney Company (DIS) | 0.7 | $245k | NEW | 2.0k | 122.36 |
|
| Arista Networks (ANET) | 0.7 | $232k | NEW | 800.00 | 289.98 |
|
| Dell Technologies CL C (DELL) | 0.7 | $228k | NEW | 2.0k | 114.11 |
|
| The Trade Desk Com Cl A (TTD) | 0.7 | $219k | NEW | 2.5k | 87.42 |
|
| Marvell Technology (MRVL) | 0.6 | $213k | NEW | 3.0k | 70.88 |
|
| Okta Cl A (OKTA) | 0.6 | $209k | +1718% | 2.0k | 104.62 |
|
| Applied Materials (AMAT) | 0.6 | $206k | NEW | 1.0k | 206.23 |
|
| Ecovyst (ECVT) | 0.6 | $196k | -12% | 18k | 11.15 |
|
| Hashicorp Com Cl A (HCP) | 0.6 | $189k | NEW | 7.0k | 26.95 |
|
| Driven Brands Hldgs (DRVN) | 0.6 | $184k | +83% | 12k | 15.79 |
|
| Composecure Com Cl A (CMPO) | 0.5 | $181k | 25k | 7.23 |
|
|
| Monday SHS (MNDY) | 0.5 | $181k | NEW | 800.00 | 225.87 |
|
| Mongodb Cl A (MDB) | 0.5 | $179k | NEW | 500.00 | 358.64 |
|
| Synopsys (SNPS) | 0.5 | $172k | NEW | 300.00 | 571.50 |
|
| Paypal Holdings (PYPL) | 0.5 | $168k | +66% | 2.5k | 66.99 |
|
| Workday Cl A (WDAY) | 0.5 | $164k | NEW | 600.00 | 272.75 |
|
| Snowflake Cl A (SNOW) | 0.5 | $162k | +1823% | 1.0k | 161.60 |
|
| Acv Auctions Com Cl A (ACVA) | 0.5 | $157k | -30% | 8.4k | 18.77 |
|
| Caesars Entertainment (CZR) | 0.5 | $153k | NEW | 3.5k | 43.74 |
|
| Digitalocean Hldgs (DOCN) | 0.5 | $153k | NEW | 4.0k | 38.18 |
|
| Nxp Semiconductors N V (NXPI) | 0.4 | $149k | NEW | 600.00 | 247.77 |
|
| Flex Ord (FLEX) | 0.4 | $143k | NEW | 5.0k | 28.61 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $139k | NEW | 800.00 | 174.21 |
|
| Pinterest Cl A (PINS) | 0.4 | $139k | NEW | 4.0k | 34.67 |
|
| Doordash Cl A (DASH) | 0.4 | $138k | NEW | 1.0k | 137.72 |
|
| salesforce (CRM) | 0.4 | $121k | NEW | 400.00 | 301.18 |
|
| Gitlab Class A Com (GTLB) | 0.4 | $117k | +1624% | 2.0k | 58.32 |
|
| Meta Platforms Cl A (META) | 0.3 | $97k | NEW | 200.00 | 485.58 |
|
| Keurig Dr Pepper (KDP) | 0.3 | $92k | -95% | 3.0k | 30.67 |
|
| Snap Cl A (SNAP) | 0.3 | $92k | NEW | 8.0k | 11.48 |
|
| Confluent Class A Com (CFLT) | 0.3 | $92k | NEW | 3.0k | 30.52 |
|
| Docusign (DOCU) | 0.3 | $89k | +435% | 1.5k | 59.55 |
|
| Solo Brands Com Cl A (DTC) | 0.3 | $85k | NEW | 39k | 2.17 |
|
| Block Cl A (SQ) | 0.3 | $85k | +1900% | 1.0k | 84.58 |
|
| Jfrog Ord Shs (FROG) | 0.2 | $82k | NEW | 1.9k | 44.22 |
|
| Lattice Semiconductor (LSCC) | 0.2 | $78k | NEW | 1.0k | 78.23 |
|
| Toast Cl A (TOST) | 0.2 | $75k | NEW | 3.0k | 24.92 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.2 | $73k | NEW | 1.5k | 48.78 |
|
| Thoughtworks Holding (TWKS) | 0.2 | $71k | NEW | 28k | 2.53 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $69k | NEW | 1.0k | 69.22 |
|
| Wix SHS (WIX) | 0.2 | $69k | NEW | 500.00 | 137.48 |
|
| Western Digital (WDC) | 0.2 | $68k | NEW | 1.0k | 68.24 |
|
| Shift4 Pmts Cl A (FOUR) | 0.2 | $66k | +880% | 1.0k | 66.07 |
|
| Autodesk (ADSK) | 0.2 | $65k | NEW | 250.00 | 260.42 |
|
| Xperi Common Stock (XPER) | 0.2 | $65k | NEW | 5.4k | 12.06 |
|
| Netflix (NFLX) | 0.2 | $61k | -10% | 100.00 | 607.33 |
|
| Lyft Cl A Com (LYFT) | 0.2 | $58k | NEW | 3.0k | 19.35 |
|
| Magnachip Semiconductor Corp (MX) | 0.2 | $54k | 9.7k | 5.58 |
|
|
| Rapid7 (RPD) | 0.1 | $49k | NEW | 1.0k | 49.04 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $49k | NEW | 50.00 | 970.48 |
|
| Pubmatic Com Cl A (PUBM) | 0.1 | $47k | NEW | 2.0k | 23.72 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $38k | NEW | 1.0k | 38.18 |
|
| Samsara Com Cl A (IOT) | 0.1 | $38k | NEW | 1.0k | 37.79 |
|
| Semtech Corporation (SMTC) | 0.1 | $28k | NEW | 1.0k | 27.49 |
|
Past Filings by West Tower Group
SEC 13F filings are viewable for West Tower Group going back to 2022
- 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