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West Tower Group, LLC — 13F Holdings & Portfolio

CIK 1965819 · latest 13F-HR filed 2026-10-14

Backtest portfolio

West Tower Group, LLC manages $27.0M in 13F-reported U.S. long-equity assets across 34 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are PRGO (19.29%), ROKU (6.18%), LYFT (4.97%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 6 new positions and exited 20; 6 existing positions rose in reported value and 16 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$27.0M

Long-equity book

Holdings
34

Distinct positions

Period
2026-09-30

Filed 2026-10-14

Q/Q Activity
+6 / −20 / ↑6 / ↓16

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
PRGO19.3% · 0%LYFT7.5% · -27%PRIM7.1% · -1%ROKU6.2% · 0%GNRC5.3% · +70%STTK4.8% · 0%OSW4.7% · -12%SIMO4.4% · +11%RDDT4.3% · 0%NWSA4.1% · -43%VIXY3.1% · +100%FISV2.6% · -47%MWH2.5% · +22%ABNB2.4% · +60%MYRG2.2% · newGSM2.1% · +12%ADI1.8% · -40%J1.6% · -47%ROAD1.6% · +17%URA1.5% · newJANX1.5% · newQCOM1.4% · newAGX1.1% · -6%GOOGL1.0% · -47%NOW1.0% · newSMTC0.9% · -13%TYL0.9% · -29%STX0.9% · 0%INTC0.8% · -28%SNOW0.8% · -40%EROC0.7% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 67.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 23, 2026.

Assets Under Management
$146.2M
Discretionary
$146.2M
Employees
8
Accounts
4
Address
1021 EAST CARY STREET
SUITE 700
RICHMOND, VA 23219
Phone
(804) 420-8588
Website
Name Title / Status Ownership Type
HONEY, CHARLES, HUBERT GATLING ControlMANAGING PARTNER, CHIEF INVESTMENT OFFICER
since Jul 2022
75% or moreIndividual
POLIZZI, GERARD, James ControlMANAGING PARTNER, CHIEF OPERATING OFFICER
since Dec 2022
10–25%Individual
VETTER, ROLAND, WERNER ControlCHIEF FINANCIAL OFFICER, PARTNER
since Oct 2022
5–10%Individual
CHAEE, MOEMOECHIEF COMPLIANCE OFFICER
since Apr 2025
Less than 5%Individual
Ownership & leadership changes · 5 filings with changes since Oct 18, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 30, 2026 filing
  • AddedCHAEE, MOEMOE · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedHONEY, CHARLES, HUBERT GATLING · ownership 50–75% → 75% or more
  • ChangedVETTER, ROLAND, WERNER · title CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, PARTNER → CHIEF FINANCIAL OFFICER, PARTNER; ownership Less than 5% → 5–10%
Jul 16, 2024 filing
  • ChangedHONEY, CHARLES, HUBERT GATLING · title MEMBER, DEPUTY CHIEF INVESTMENT OFFICER → MANAGING PARTNER, CHIEF INVESTMENT OFFICER
  • ChangedPOLIZZI, GERARD, James · title CHIEF OPERATING OFFICER → MANAGING PARTNER, CHIEF OPERATING OFFICER
  • ChangedVETTER, ROLAND, WERNER · title CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER → CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, PARTNER
Dec 5, 2023 filing
  • No longer listedDOUCETTE, FREDERICK, EDMUND · MEMBER, CHIEF INVESTMENT OFFICER · 25–50% · control person · listed since Oct 2022
  • ChangedHONEY, CHARLES, HUBERT GATLING · ownership 25–50% → 50–75%
Apr 24, 2023 filing
  • No longer listedTANKO, TIMOTHY, JAMES · MEMBER, MANAGING DIRECTOR · 25–50% · control person · listed since Oct 2022
Jan 31, 2023 filing
  • AddedPOLIZZI, GERARD, James · CHIEF OPERATING OFFICER · 10–25% · control person
Oct 18, 2022 filing (earliest on record)
  • ListedDOUCETTE, FREDERICK, EDMUND · MEMBER, CHIEF INVESTMENT OFFICER · 25–50% · control person
  • ListedHONEY, CHARLES, HUBERT GATLING · MEMBER, DEPUTY CHIEF INVESTMENT OFFICER · 25–50% · control person
  • ListedTANKO, TIMOTHY, JAMES · MEMBER, MANAGING DIRECTOR · 25–50% · control person
  • ListedVETTER, ROLAND, WERNER · CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 6 →

Top Trims

Show all 16 →

New Positions

Show all 6 →

Exited Positions

Show all 20 →

West Tower Group, LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 PERRIGO CO PLC PRGO G97822103 $5.2M 19.29% 352,522 SH
2 ROKU INC ROKU 77543R102 $1.7M 6.18% 10,950 SH
3 LYFT INC LYFT 55087P104 $1.3M 4.97% 89,250 SH
4 SHATTUCK LABS INC STTK 82024L103 $1.3M 4.84% 191,625 SH
5 PRIMORIS SVCS CORP PRIM 74164F103 $1.3M 4.81% 17,400 SH
6 ONESPAWORLD HOLDINGS LIMITED OSW P73684113 $1.3M 4.71% 56,500 SH
7 SILICON MOTION TECHNOLOGY CO SIMO 82706C108 $1.2M 4.39% 4,227 SH
8 REDDIT INC RDDT 75734B100 $1.2M 4.33% 8,200 SH
9 NEWS CORP NEW NWSA 65249B109 $1.1M 4.12% 38,766 SH
10 GENERAC HLDGS INC GNRC 368736104 $848.5K 3.14% 4,100 SH
11 PROSHARES TR II VIXY 74347Y730 $847.0K 3.14% 50,000 SH
12 FISERV INC FISV 337738108 $707.4K 2.62% 15,657 SH
13 LYFT INC LYFT 55087P104 $675.5K 2.50% 45,000 SH
14 SOLV ENERGY INC MWH 78475V103 $672.6K 2.49% 28,000 SH
15 AIRBNB INC ABNB 009066101 $642.6K 2.38% 4,000 SH
16 PRIMORIS SVCS CORP PRIM 74164F103 $623.9K 2.31% 8,372 SH
17 GENERAC HLDGS INC GNRC 368736104 $592.5K 2.20% 2,863 SH
18 MYR GROUP INC MYRG 55405W104 $584.9K 2.17% 2,000 SH
19 FERROGLOBE PLC GSM G33856108 $560.3K 2.08% 140,968 SH
20 ANALOG DEVICES INC ADI 032654105 $476.1K 1.76% 1,200 SH
21 JACOBS SOLUTIONS INC J 46982L108 $442.1K 1.64% 3,268 SH
22 CONSTRUCTION PARTNERS INC ROAD 21044C107 $441.1K 1.64% 4,900 SH
23 GLOBAL X FDS URA 37954Y871 $398.5K 1.48% 10,000 SH
24 JANUX THERAPEUTICS INC JANX 47103J105 $397.4K 1.47% 23,000 SH
25 QUALCOMM INC QCOM 747525103 $368.1K 1.36% 2,000 SH
26 ARGAN INC AGX 04010E109 $302.4K 1.12% 800 SH
27 ALPHABET INC GOOGL 02079K305 $275.3K 1.02% 800 SH
28 SERVICENOW INC NOW 81762P102 $268.0K 0.99% 2,000 SH
29 SEMTECH CORP SMTC 816850101 $231.9K 0.86% 1,300 SH
30 TYLER TECHNOLOGIES INC TYL 902252105 $231.0K 0.86% 725 SH
31 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $230.6K 0.85% 250 SH
32 INTEL CORP INTC 458140100 $216.4K 0.80% 1,800 SH
33 SNOWFLAKE INC SNOW 833445109 $203.7K 0.76% 600 SH
34 EROCK INC EROC 296013105 $196.2K 0.73% 16,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-14 $27.0M 34 0001965819-26-000005
2026-06-30 2026-07-31 $35.6M 47 0001965819-26-000004
2026-03-31 2026-04-29 $32.1M 36 0001965819-26-000003
2025-12-31 2026-02-04 $44.4M 80 0001965819-26-000001
Filer Information
Address
1021 E CARY STREET
SUITE 700
RICHMOND, VA 23219
Phone
+1 (804) 420-8588
Filing Manager
West Tower Group, LLC
RICHMOND, VA
Signatory
ROLAND VETTER
PARTNER, CFO