West Tower Group
Latest statistics and disclosures from West Tower Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PRGO, LYFT, PRIM, ROKU, GNRC, and represent 45.39% of West Tower Group's stock portfolio.
- Added to shares of these 10 stocks: GNRC, MYRG, VIXY, URA, JANX, QCOM, NOW, ABNB, EROC, MWH.
- Started 6 new stock positions in NOW, URA, MYRG, JANX, EROC, QCOM.
- Reduced shares in these 10 stocks: Warner Bros. Discovery, CBT, , NWSA, LYFT, FISV, LRCX, , STM, TTWO.
- Sold out of its positions in ALKT, AMZN, AAPL, CBT, CSCO, GLW, HUT, LRCX, MRVL, MOD. PTON, STM, SYM, TTWO, REAL, TWLO, Warner Bros. Discovery, ARCO, FROG, NXPI.
- West Tower Group was a net seller of stock by $-8.2M.
- West Tower Group has $27M in assets under management (AUM), dropping by -24.25%.
- Central Index Key (CIK): 0001965819
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Portfolio Holdings for West Tower Group
West Tower Group holds 31 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Perrigo SHS (PRGO) | 19.3 | $5.2M | 353k | 14.76 |
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| Lyft Cl A Com (LYFT) | 7.5 | $2.0M | -27% | 134k | 15.01 |
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| Primoris Services (PRIM) | 7.1 | $1.9M | 26k | 74.52 |
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| Roku Com Cl A (ROKU) | 6.2 | $1.7M | 11k | 152.28 |
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| Generac Holdings (GNRC) | 5.3 | $1.4M | +69% | 7.0k | 206.95 |
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| Shattuck Labs (STTK) | 4.8 | $1.3M | 192k | 6.82 |
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| Onespaworld Holdings Ltd onespaworld hold (OSW) | 4.7 | $1.3M | -11% | 57k | 22.49 |
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| Silicon Motion Technology Sponsored Adr (SIMO) | 4.4 | $1.2M | +11% | 4.2k | 280.00 |
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| Reddit Cl A (RDDT) | 4.3 | $1.2M | 8.2k | 142.44 |
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| News Corp Cl A (NWSA) | 4.1 | $1.1M | -43% | 39k | 28.65 |
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| Proshares Tr Ii Vix Sht Term Fut (VIXY) | 3.1 | $847k | +100% | 50k | 16.94 |
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| Fiserv (FISV) | 2.6 | $707k | -46% | 16k | 45.18 |
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| Solv Energy Com Shs Cl A (MWH) | 2.5 | $673k | +21% | 28k | 24.02 |
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| Airbnb Com Cl A (ABNB) | 2.4 | $643k | +60% | 4.0k | 160.65 |
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| Myr (MYRG) | 2.2 | $585k | NEW | 2.0k | 292.46 |
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| Ferroglobe SHS (GSM) | 2.1 | $560k | +12% | 141k | 3.98 |
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| Analog Devices (ADI) | 1.8 | $476k | -40% | 1.2k | 396.71 |
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| Jacobs Engineering Group (J) | 1.6 | $442k | -47% | 3.3k | 135.27 |
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| Construction Partners Com Cl A (ROAD) | 1.6 | $441k | +16% | 4.9k | 90.03 |
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| Global X Fds Global X Uranium (URA) | 1.5 | $399k | NEW | 10k | 39.85 |
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| Janux Therapeutics (JANX) | 1.5 | $397k | NEW | 23k | 17.28 |
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| Qualcomm (QCOM) | 1.4 | $368k | NEW | 2.0k | 184.04 |
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| Argan (AGX) | 1.1 | $302k | -5% | 800.00 | 377.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $275k | -46% | 800.00 | 344.08 |
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| Servicenow (NOW) | 1.0 | $268k | NEW | 2.0k | 134.01 |
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| Semtech Corporation (SMTC) | 0.9 | $232k | -13% | 1.3k | 178.35 |
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| Tyler Technologies (TYL) | 0.9 | $231k | -29% | 725.00 | 318.60 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.9 | $231k | 250.00 | 922.34 |
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| Intel Corporation (INTC) | 0.8 | $216k | -28% | 1.8k | 120.23 |
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| Snowflake Com Shs (SNOW) | 0.8 | $204k | -40% | 600.00 | 339.56 |
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| Erock Cl A Com (EROC) | 0.7 | $196k | NEW | 16k | 12.26 |
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Past Filings by West Tower Group
SEC 13F filings are viewable for West Tower Group going back to 2022
- West Tower Group 2026 Q3 filed Oct. 14, 2026
- West Tower Group 2026 Q2 filed July 31, 2026
- West Tower Group 2026 Q1 filed April 29, 2026
- West Tower Group 2025 Q4 filed Feb. 4, 2026
- 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