West Tower Group, LLC 13F Holdings

CIK 0001965819

As of Sep 30, 2025, West Tower Group, LLC reported 47 positions worth $34.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PERRIGO CO PLCPRGOHealthcare173,241$3.9M11.18%
PRIMORIS SERVICES CORPPRIMIndustrials26,900$3.7M10.70%
ENHABIT INCEHABHealthcare375,142$3.0M8.71%
WARNER BROS DISCOVERY INCWBDCommunication Services101,977$2.0M5.77%
REDDIT INCRDDTCommunication Services6,700 .5M4.46%
ONESPAWORLD HOLDINGS LTDOSWConsumer Cyclical61,400 .3M3.76%
EXLSERVICE HOLDINGS INCEXLSTechnology27,700 .2M3.53%
SILICON MOTION TECHNOLOGY CORPSIMOTechnology12,300 .2M3.38%
TYLER TECHNOLOGIES INCTYLTechnology2,175 .1M3.30%
LYFT INCLYFTTechnology51,000 .1M3.25%
ROKU INCROKUCommunication Services11,000 .1M3.19%
ARCOS DORADOS HOLDINGS INCARCOConsumer Cyclical158,736 .1M3.10%
NEWS CORPNWSACommunication Services32,454$996.7K2.89%
JACOBS SOLUTIONS INCJIndustrials5,700$854.2K2.47%
ORION SAOECBasic Materials110,649$838.7K2.43%
INTEL CORPINTCTechnology24,300$815.3K2.36%
OCEANEERING INTERNATIONAL INCOIIEnergy27,000$669.1K1.94%
MARVELL TECHNOLOGY INCMRVLTechnology7,500$630.5K1.83%
DROPBOX INCDBXTechnology17,520$529.3K1.53%
DREAM FINDERS HOMES INCDFHConsumer Cyclical19,951$517.1K1.50%
DAKTRONICS INCDAKTTechnology21,500$449.8K1.30%
SPOTIFY TECHNOLOGY SASPOTCommunication Services500$349.0K1.01%
APPLIED MATERIALS INCAMATTechnology1,500$307.1K0.89%
NUSCALE POWER CORPSMRIndustrials8,000$288.0K0.83%
DELL TECHNOLOGIES INCDELLTechnology2,000$283.5K0.82%