West Tower Group as of March 31, 2026
Portfolio Holdings for West Tower Group
West Tower Group holds 33 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Enhabit Ord (EHAB) | 15.9 | $5.1M | 361k | 14.09 | |
| Perrigo SHS (PRGO) | 11.8 | $3.8M | 353k | 10.74 | |
| Primoris Services (PRIM) | 11.8 | $3.8M | 26k | 143.04 | |
| News Corp Cl A (NWSA) | 6.7 | $2.2M | 86k | 24.93 | |
| Lyft Cl A Com (LYFT) | 5.7 | $1.8M | 138k | 13.30 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 4.6 | $1.5M | 64k | 22.95 | |
| Roku Com Cl A (ROKU) | 3.8 | $1.2M | 13k | 94.62 | |
| Generac Holdings (GNRC) | 3.7 | $1.2M | 6.0k | 195.33 | |
| Reddit Cl A (RDDT) | 3.7 | $1.2M | 8.7k | 134.65 | |
| Warner Bros Discovery Com Ser A (WBD) | 3.6 | $1.2M | 42k | 27.46 | |
| Jacobs Engineering Group (J) | 3.6 | $1.1M | 9.0k | 127.28 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 3.1 | $1.0M | 9.0k | 112.29 | |
| Arcos Dorados Hldgs Shs Class -a - (ARCO) | 2.8 | $906k | 110k | 8.25 | |
| Apple (AAPL) | 2.4 | $761k | 3.0k | 253.79 | |
| Ferroglobe SHS (GSM) | 1.6 | $516k | 125k | 4.12 | |
| Figma Class A Com Stk (FIG) | 1.4 | $444k | 21k | 21.14 | |
| Cabot Corporation (CBT) | 1.4 | $441k | 5.9k | 75.31 | |
| Intel Corporation (INTC) | 1.4 | $441k | 10k | 44.13 | |
| Symbotic Class A Com (SYM) | 1.2 | $372k | 7.0k | 53.20 | |
| Tyler Technologies (TYL) | 1.1 | $351k | 1.0k | 342.38 | |
| Amazon (AMZN) | 1.0 | $312k | 1.5k | 208.27 | |
| Advanced Micro Devices (AMD) | 1.0 | $305k | 1.5k | 203.43 | |
| Solv Energy Com Shs Cl A (MWH) | 0.8 | $270k | 9.0k | 30.03 | |
| ExlService Holdings (EXLS) | 0.8 | $265k | 8.7k | 30.45 | |
| Airbnb Com Cl A (ABNB) | 0.8 | $253k | 2.0k | 126.28 | |
| International Business Machines (IBM) | 0.8 | $242k | 1.0k | 242.39 | |
| Take-Two Interactive Software (TTWO) | 0.7 | $237k | 1.2k | 197.50 | |
| salesforce (CRM) | 0.7 | $224k | 1.2k | 186.67 | |
| Nokia Corp Sponsored Adr (NOK) | 0.6 | $201k | 25k | 8.04 | |
| Alkami Technology (ALKT) | 0.6 | $188k | 12k | 15.67 | |
| Peloton Interactive Cl A Com (PTON) | 0.5 | $172k | 40k | 4.29 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.5 | $159k | 10k | 15.92 | |
| Peloton Interactive Call Call Option | 0.0 | $13k | 3.0k | 4.29 |
