West Tower Group as of March 31, 2025
Portfolio Holdings for West Tower Group
West Tower Group holds 60 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Perrigo SHS (PRGO) | 8.8 | $3.3M | 119k | 28.04 | |
| Warner Bros Discovery Com Ser A (WBD) | 7.2 | $2.7M | 256k | 10.73 | |
| Enhabit Ord (EHAB) | 6.6 | $2.5M | 285k | 8.79 | |
| Orion Engineered Carbons (OEC) | 3.8 | $1.4M | 111k | 12.93 | |
| Primoris Services (PRIM) | 3.3 | $1.3M | 22k | 57.41 | |
| Gap (GAP) | 3.2 | $1.2M | 59k | 20.61 | |
| Tyler Technologies (TYL) | 3.2 | $1.2M | 2.1k | 581.39 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 3.1 | $1.2M | 148k | 8.06 | |
| Dream Finders Homes Com Cl A (DFH) | 2.7 | $1.0M | 46k | 22.56 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.7 | $1.0M | 61k | 16.79 | |
| ExlService Holdings (EXLS) | 2.7 | $1.0M | 22k | 47.21 | |
| Jacobs Engineering Group (J) | 2.2 | $846k | 7.0k | 120.89 | |
| Lyft Cl A Com (LYFT) | 2.0 | $760k | 64k | 11.87 | |
| Gms | 1.9 | $732k | 10k | 73.17 | |
| Meta Platforms Cl A (META) | 1.8 | $692k | 1.2k | 576.36 | |
| Oceaneering International (OII) | 1.5 | $589k | 27k | 21.81 | |
| News Corp Cl A (NWSA) | 1.5 | $571k | 21k | 27.22 | |
| Macy's (M) | 1.4 | $546k | 44k | 12.56 | |
| Daktronics (DAKT) | 1.4 | $524k | 43k | 12.18 | |
| Netflix (NFLX) | 1.2 | $466k | 500.00 | 932.53 | |
| Verizon Communications (VZ) | 1.2 | $454k | 10k | 45.36 | |
| Pepsi (PEP) | 1.2 | $450k | 3.0k | 149.94 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $447k | 1.0k | 446.71 | |
| Mosaic (MOS) | 1.1 | $432k | 16k | 27.01 | |
| Halliburton Company (HAL) | 1.1 | $431k | 17k | 25.37 | |
| Johnson & Johnson (JNJ) | 1.1 | $431k | 2.6k | 165.84 | |
| CF Industries Holdings (CF) | 1.1 | $430k | 5.5k | 78.15 | |
| Kimberly-Clark Corporation (KMB) | 1.1 | $427k | 3.0k | 142.22 | |
| Colgate-Palmolive Company (CL) | 1.1 | $422k | 4.5k | 93.70 | |
| Rockwell Automation (ROK) | 1.1 | $413k | 1.6k | 258.38 | |
| Select Sector Spdr Tr Technology (XLK) | 1.1 | $413k | 2.0k | 206.48 | |
| SYSCO Corporation (SYY) | 1.1 | $413k | 5.5k | 75.04 | |
| Becton, Dickinson and (BDX) | 1.1 | $412k | 1.8k | 229.06 | |
| Merck & Co (MRK) | 1.1 | $404k | 4.5k | 89.76 | |
| Honeywell International (HON) | 1.1 | $402k | 1.9k | 211.75 | |
| ConocoPhillips (COP) | 1.0 | $399k | 3.8k | 105.02 | |
| Intel Corporation (INTC) | 1.0 | $397k | 18k | 22.71 | |
| Texas Instruments Incorporated (TXN) | 1.0 | $395k | 2.2k | 179.70 | |
| Dominion Resources (D) | 1.0 | $393k | 7.0k | 56.07 | |
| Archer Daniels Midland Company (ADM) | 1.0 | $384k | 8.0k | 48.01 | |
| Phillips 66 (PSX) | 1.0 | $383k | 3.1k | 123.48 | |
| PPG Industries (PPG) | 1.0 | $383k | 3.5k | 109.35 | |
| Genuine Parts Company (GPC) | 1.0 | $381k | 3.2k | 119.14 | |
| L3harris Technologies (LHX) | 1.0 | $377k | 1.8k | 209.31 | |
| United Parcel Service CL B (UPS) | 1.0 | $374k | 3.4k | 109.99 | |
| Omni (OMC) | 1.0 | $373k | 4.5k | 82.91 | |
| Dropbox Cl A (DBX) | 0.9 | $361k | 14k | 26.71 | |
| Nucor Corporation (NUE) | 0.9 | $361k | 3.0k | 120.34 | |
| Dow (DOW) | 0.9 | $349k | 10k | 34.92 | |
| Spotify Technology S A SHS (SPOT) | 0.9 | $330k | 600.00 | 550.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $309k | 2.0k | 154.64 | |
| Manhattan Associates (MANH) | 0.7 | $260k | 1.5k | 173.04 | |
| International Business Machines (IBM) | 0.7 | $249k | 1.0k | 248.66 | |
| Roku Com Cl A (ROKU) | 0.6 | $247k | 3.5k | 70.44 | |
| Lumentum Hldgs (LITE) | 0.6 | $218k | 3.5k | 62.34 | |
| NVIDIA Corporation (NVDA) | 0.6 | $217k | 2.0k | 108.38 | |
| Atlassian Corporation Cl A (TEAM) | 0.6 | $212k | 1.0k | 212.21 | |
| Kla Corp Com New (KLAC) | 0.5 | $204k | 300.00 | 679.80 | |
| Analog Devices (ADI) | 0.5 | $202k | 1.0k | 201.67 | |
| Allegro Microsystems Ord (ALGM) | 0.5 | $201k | 8.0k | 25.13 |
