West Tower Group as of June 30, 2026
Portfolio Holdings for West Tower Group
West Tower Group holds 45 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Perrigo SHS (PRGO) | 10.3 | $3.7M | 353k | 10.39 | |
| Lyft Cl A Com (LYFT) | 7.5 | $2.7M | 184k | 14.61 | |
| Primoris Services (PRIM) | 7.2 | $2.6M | 26k | 99.12 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 5.1 | $1.8M | 64k | 28.24 | |
| News Corp Cl A (NWSA) | 4.8 | $1.7M | 68k | 24.83 | |
| Roku Com Cl A (ROKU) | 4.2 | $1.5M | 11k | 138.14 | |
| Fiserv (FISV) | 4.0 | $1.4M | 29k | 49.05 | |
| Reddit Cl A (RDDT) | 4.0 | $1.4M | 8.2k | 173.58 | |
| Shattuck Labs (STTK) | 3.7 | $1.3M | 192k | 6.94 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 3.6 | $1.3M | 3.8k | 333.33 | |
| Generac Holdings (GNRC) | 3.4 | $1.2M | 4.1k | 292.81 | |
| Warner Bros Discovery Com Ser A (WBD) | 3.1 | $1.1M | 42k | 26.66 | |
| Cabot Corporation (CBT) | 2.7 | $970k | 11k | 90.82 | |
| Arcos Dorados Hldgs Shs Class -a - (ARCO) | 2.5 | $886k | 110k | 8.06 | |
| Analog Devices (ADI) | 2.2 | $794k | 2.0k | 397.17 | |
| Solv Energy Com Shs Cl A (MWH) | 2.2 | $783k | 23k | 34.05 | |
| Jacobs Engineering Group (J) | 2.2 | $781k | 6.2k | 126.00 | |
| Argan (AGX) | 1.9 | $679k | 850.00 | 798.55 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $536k | 1.5k | 357.37 | |
| Proshares Tr Ii Vix Sht Term Fut (VIXY) | 1.5 | $532k | 25k | 21.29 | |
| Construction Partners Com Cl A (ROAD) | 1.4 | $499k | 4.2k | 118.77 | |
| Lam Research Corp Com New (LRCX) | 1.3 | $477k | 1.1k | 433.33 | |
| Cisco Systems (CSCO) | 1.3 | $470k | 4.0k | 117.46 | |
| Stmicroelectronics N V Ny Registry (STM) | 1.3 | $449k | 6.0k | 74.89 | |
| Take-Two Interactive Software (TTWO) | 1.1 | $400k | 1.6k | 249.98 | |
| Ferroglobe SHS (GSM) | 1.1 | $398k | 125k | 3.18 | |
| Nxp Semiconductors N V (NXPI) | 1.0 | $365k | 1.3k | 281.03 | |
| Jfrog Ord Shs (FROG) | 1.0 | $364k | 4.0k | 90.88 | |
| Airbnb Com Cl A (ABNB) | 1.0 | $358k | 2.5k | 143.10 | |
| Peloton Interactive Cl A Com (PTON) | 1.0 | $355k | 60k | 5.91 | |
| Intel Corporation (INTC) | 1.0 | $349k | 2.5k | 139.63 | |
| Twilio Cl A (TWLO) | 0.9 | $310k | 1.5k | 206.33 | |
| Tyler Technologies (TYL) | 0.8 | $300k | 1.0k | 292.46 | |
| Marvell Technology (MRVL) | 0.8 | $298k | 1.0k | 297.89 | |
| Symbotic Class A Com (SYM) | 0.8 | $292k | 6.5k | 44.95 | |
| Corning Incorporated (GLW) | 0.7 | $255k | 1.0k | 255.43 | |
| Snowflake Com Shs (SNOW) | 0.7 | $255k | 1.0k | 254.50 | |
| Semtech Corporation (SMTC) | 0.7 | $243k | 1.5k | 161.85 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.7 | $241k | 250.00 | 965.00 | |
| Amazon (AMZN) | 0.7 | $238k | 1.0k | 238.34 | |
| Hut 8 Corp (HUT) | 0.6 | $231k | 2.0k | 115.44 | |
| Modine Manufacturing (MOD) | 0.6 | $214k | 800.00 | 267.02 | |
| Realreal (REAL) | 0.6 | $204k | 17k | 11.79 | |
| Apple (AAPL) | 0.6 | $203k | 700.00 | 289.36 | |
| Alkami Technology (ALKT) | 0.5 | $181k | 10k | 18.12 |
