West Tower Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$32.1M
Q ending 2026-03-31
Prior quarter
$44.4M
Q ending 2025-12-31
Change
-27.8% QoQ · -15.8% YoY
Positions
33
reported holdings
Largest positions
All 33 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Enhabit Inc | EHABUSD | Shares | $5.1M | 361K |
| Perrigo Co Plc | Shares | $3.8M | 353K | |
| Primoris Svcs Corp | PRIM | Shares | $3.8M | 26K |
| News Corp New | NWSA | Shares | $2.2M | 86K |
| Lyft Inc | LYFT | Shares | $1.8M | 138K |
| Onespaworld Holdings Limited | Shares | $1.5M | 64K | |
| Roku Inc | ROKU | Shares | $1.2M | 13K |
| Generac Hldgs Inc | GNRC | Shares | $1.2M | 6K |
| Reddit Inc | RDDT | Shares | $1.2M | 9K |
| Warner Bros Discovery Inc | WBD | Shares | $1.2M | 42K |
| Jacobs Solutions Inc | J | Shares | $1.1M | 9K |
| Silicon Motion Technology Co | SIMO | Shares | $1.0M | 9K |
| Arcos Dorados Hldgs Inc | Shares | $906K | 110K | |
| Apple Inc | AAPL | Shares | $761K | 3K |
| Ferroglobe Plc | Shares | $516K | 125K | |
| Figma Inc | FIG | Shares | $444K | 21K |
| Cabot Corp | CBT | Shares | $441K | 6K |
| Intel Corp | INTC | Shares | $441K | 10K |
| Symbotic Inc | SYM | Shares | $372K | 7K |
| Tyler Technologies Inc | TYL | Shares | $351K | 1K |
| Amazon Com Inc | AMZN | Shares | $312K | 2K |
| Advanced Micro Devices Inc | AMD | Shares | $305K | 2K |
| Solv Energy Inc | MWH | Shares | $270K | 9K |
| Exlservice Hldgs Inc | EXLS | Shares | $265K | 9K |
| Airbnb Inc | ABNB | Shares | $253K | 2K |
| International Business Machs | IBM | Shares | $242K | 1K |
| Take-Two Interactive Softwar | TTWO | Shares | $237K | 1K |
| Salesforce Inc | CRM | Shares | $224K | 1K |
| Nokia Corp | NOK | Shares | $201K | 25K |
| Alkami Technology Inc | ALKT | Shares | $188K | 12K |
| Peloton Interactive Inc | PTON | Shares | $172K | 40K |
| Zeta Global Holdings Corp | ZETA | Shares | $159K | 10K |
| Peloton Interactive Inc | Call | $13K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.