West Tower Group, LLC — 13F Holdings & Portfolio
CIK 1965819 · latest 13F-HR filed 2026-04-29
West Tower Group, LLC manages $32.1M in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are EHAB (15.87%), PRGO (11.81%), PRIM (8.03%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 52, added to 10, and trimmed 14.
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.
$32.1M
Long-equity book
36
Distinct positions
2026-03-31
Filed 2026-04-29
+8 / −52 / ↑10 / ↓14
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ENHABIT INC$1.6M +47.1%
- NEWS CORP NEW$1.3M +154.0%
- LYFT INC$969.5K +111.2%
- PRIMORIS SVCS CORP$519.8K +16.0%
- PERRIGO CO PLC$404.2K +12.0%
Top Trims
- EXLSERVICE HLDGS INC-$910.7K -77.5%
- TYLER TECHNOLOGIES INC-$818.0K -70.0%
- REDDIT INC-$805.4K -40.7%
- WARNER BROS DISCOVERY INC-$723.2K -38.6%
- INTERNATIONAL BUSINESS MACHS-$350.0K -59.1%
New Positions
- GENERAC HLDGS INC$1.2M
- FIGMA INC$443.9K
- SYMBOTIC INC$372.4K
- ADVANCED MICRO DEVICES INC$305.1K
- SOLV ENERGY INC$270.3K
Exited Positions
- LIBERTY MEDIA CORP DEL$689.6K
- OCEANEERING INTL INC$648.8K
- DROPBOX INC$487.1K
- ORION S.A.$456.9K
- DREAM FINDERS HOMES INC$441.0K
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 | ENHABIT INC | EHAB | 29332G102 | $5.1M | 15.87% | 361,009 | SH |
| 2 | PERRIGO CO PLC | PRGO | G97822103 | $3.8M | 11.81% | 352,522 | SH |
| 3 | PRIMORIS SVCS CORP | PRIM | 74164F103 | $2.6M | 8.03% | 18,000 | SH |
| 4 | NEWS CORP NEW | NWSA | 65249B109 | $2.2M | 6.72% | 86,359 | SH |
| 5 | ONESPAWORLD HOLDINGS LIMITED | OSW | P73684113 | $1.5M | 4.57% | 63,867 | SH |
| 6 | LYFT INC | LYFT | 55087P104 | $1.2M | 3.88% | 93,432 | SH |
| 7 | ROKU INC | ROKU | 77543R102 | $1.2M | 3.82% | 12,950 | SH |
| 8 | PRIMORIS SVCS CORP | PRIM | 74164F103 | $1.2M | 3.74% | 8,372 | SH |
| 9 | GENERAC HLDGS INC | GNRC | 368736104 | $1.2M | 3.66% | 6,000 | SH |
| 10 | WARNER BROS DISCOVERY INC | WBD | 934423104 | $1.2M | 3.59% | 41,915 | SH |
| 11 | JACOBS SOLUTIONS INC | J | 46982L108 | $1.1M | 3.57% | 9,000 | SH |
| 12 | REDDIT INC | RDDT | 75734B100 | $1.1M | 3.44% | 8,200 | SH |
| 13 | SILICON MOTION TECHNOLOGY CO | SIMO | 82706C108 | $1.0M | 3.14% | 8,953 | SH |
| 14 | ARCOS DORADOS HLDGS INC | ARCO | G0457F107 | $906.3K | 2.83% | 109,859 | SH |
| 15 | APPLE INC | AAPL | 037833100 | $761.4K | 2.38% | 3,000 | SH |
| 16 | LYFT INC | LYFT | 55087P104 | $598.5K | 1.87% | 45,000 | SH |
| 17 | FERROGLOBE PLC | GSM | G33856108 | $516.2K | 1.61% | 125,285 | SH |
| 18 | FIGMA INC | FIG | 316841105 | $443.9K | 1.39% | 21,000 | SH |
| 19 | CABOT CORP | CBT | 127055101 | $441.4K | 1.38% | 5,861 | SH |
| 20 | INTEL CORP | INTC | 458140100 | $441.3K | 1.38% | 10,000 | SH |
| 21 | SYMBOTIC INC | SYM | 87151X101 | $372.4K | 1.16% | 7,000 | SH |
| 22 | TYLER TECHNOLOGIES INC | TYL | 902252105 | $350.9K | 1.09% | 1,025 | SH |
| 23 | AMAZON COM INC | AMZN | 023135106 | $312.4K | 0.97% | 1,500 | SH |
| 24 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $305.1K | 0.95% | 1,500 | SH |
| 25 | SOLV ENERGY INC | MWH | 78475V103 | $270.3K | 0.84% | 9,000 | SH |
| 26 | EXLSERVICE HLDGS INC | EXLS | 302081104 | $264.9K | 0.83% | 8,700 | SH |
| 27 | AIRBNB INC | ABNB | 009066101 | $252.6K | 0.79% | 2,000 | SH |
| 28 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $242.4K | 0.76% | 1,000 | SH |
| 29 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 874054109 | $237.0K | 0.74% | 1,200 | SH |
| 30 | SALESFORCE INC | CRM | 79466L302 | $224.0K | 0.70% | 1,200 | SH |
| 31 | NOKIA CORP | NOK | 654902204 | $201.0K | 0.63% | 25,000 | SH |
| 32 | ALKAMI TECHNOLOGY INC | ALKT | 01644J108 | $188.0K | 0.59% | 12,000 | SH |
| 33 | PELOTON INTERACTIVE INC | PTON | 70614W100 | $171.6K | 0.54% | 40,000 | SH |
| 34 | ZETA GLOBAL HOLDINGS CORP | ZETA | 98956A105 | $159.2K | 0.50% | 10,000 | SH |
| 35 | REDDIT INC | RDDT | 75734B100 | $67.3K | 0.21% | 500 | SH |
| 36 | PELOTON INTERACTIVE INC Call | PTON | 70614W900 | $12.9K | 0.04% | 3,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $32.1M | 36 | 0001965819-26-000003 |
| 2025-12-31 | 2026-02-04 | $44.4M | 80 | 0001965819-26-000001 |