West Tower Group, LLC — 13F Holdings & Portfolio
CIK 1965819 · latest 13F-HR filed 2026-07-31
West Tower Group, LLC manages $35.6M in 13F-reported U.S. long-equity assets across 47 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PRGO (10.28%), LYFT (5.70%), OSW (5.06%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 21 new positions, exited 8, added to 10, and trimmed 9.
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.
SUITE 700
RICHMOND, VA 23219
$35.6M
Long-equity book
47
Distinct positions
2026-06-30
Filed 2026-07-31
+21 / −8 / ↑10 / ↓9
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LYFT INC$846.1K +46.0%
- CABOT CORP$528.7K +119.8%
- SOLV ENERGY INC$512.9K +189.8%
- ONESPAWORLD HOLDINGS LIMITED$337.9K +23.1%
- ROKU INC$287.3K +23.4%
Top Trims
- PRIMORIS SVCS CORP-$1.2M -31.8%
- APPLE INC-$558.8K -73.4%
- NEWS CORP NEW-$457.4K -21.2%
- JACOBS SOLUTIONS INC-$364.3K -31.8%
- FERROGLOBE PLC-$117.8K -22.8%
New Positions
- FISERV INC$1.4M
- SHATTUCK LABS INC$1.3M
- ANALOG DEVICES INC$794.3K
- ARGAN INC$678.8K
- ALPHABET INC$536.1K
Exited Positions
- ENHABIT INC$5.1M
- FIGMA INC$443.9K
- ADVANCED MICRO DEVICES INC$305.1K
- EXLSERVICE HLDGS INC$264.9K
- INTERNATIONAL BUSINESS MACHS$242.4K
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 | $3.7M | 10.28% | 352,522 | SH |
| 2 | LYFT INC | LYFT | 55087P104 | $2.0M | 5.70% | 138,929 | SH |
| 3 | ONESPAWORLD HOLDINGS LIMITED | OSW | P73684113 | $1.8M | 5.06% | 63,867 | SH |
| 4 | PRIMORIS SVCS CORP | PRIM | 74164F103 | $1.7M | 4.90% | 17,600 | SH |
| 5 | NEWS CORP NEW | NWSA | 65249B109 | $1.7M | 4.76% | 68,285 | SH |
| 6 | ROKU INC | ROKU | 77543R102 | $1.5M | 4.25% | 10,950 | SH |
| 7 | FISERV INC | FISV | 337738108 | $1.4M | 4.03% | 29,301 | SH |
| 8 | REDDIT INC | RDDT | 75734B100 | $1.4M | 4.00% | 8,200 | SH |
| 9 | SHATTUCK LABS INC | STTK | 82024L103 | $1.3M | 3.73% | 191,625 | SH |
| 10 | SILICON MOTION TECHNOLOGY CO | SIMO | 82706C108 | $1.3M | 3.56% | 3,800 | SH |
| 11 | GENERAC HLDGS INC | GNRC | 368736104 | $1.2M | 3.37% | 4,100 | SH |
| 12 | WARNER BROS DISCOVERY INC | WBD | 934423104 | $1.1M | 3.14% | 41,915 | SH |
| 13 | CABOT CORP | CBT | 127055101 | $970.0K | 2.72% | 10,681 | SH |
| 14 | ARCOS DORADOS HLDGS INC | ARCO | G0457F107 | $885.5K | 2.49% | 109,859 | SH |
| 15 | PRIMORIS SVCS CORP | PRIM | 74164F103 | $829.8K | 2.33% | 8,372 | SH |
| 16 | ANALOG DEVICES INC | ADI | 032654105 | $794.3K | 2.23% | 2,000 | SH |
| 17 | SOLV ENERGY INC | MWH | 78475V103 | $783.1K | 2.20% | 23,000 | SH |
| 18 | JACOBS SOLUTIONS INC | J | 46982L108 | $781.2K | 2.19% | 6,200 | SH |
| 19 | ARGAN INC | AGX | 04010E109 | $678.8K | 1.91% | 850 | SH |
| 20 | LYFT INC | LYFT | 55087P104 | $657.5K | 1.85% | 45,000 | SH |
| 21 | ALPHABET INC | GOOGL | 02079K305 | $536.1K | 1.50% | 1,500 | SH |
| 22 | PROSHARES TR II | VIXY | 74347Y730 | $532.2K | 1.49% | 25,000 | SH |
| 23 | CONSTRUCTION PARTNERS INC | ROAD | 21044C107 | $498.8K | 1.40% | 4,200 | SH |
| 24 | LAM RESEARCH CORP | LRCX | 512807306 | $476.7K | 1.34% | 1,100 | SH |
| 25 | CISCO SYS INC | CSCO | 17275R102 | $469.8K | 1.32% | 4,000 | SH |
| 26 | STMICROELECTRONICS N V | STM | 861012102 | $449.3K | 1.26% | 6,000 | SH |
| 27 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 874054109 | $400.0K | 1.12% | 1,600 | SH |
| 28 | FERROGLOBE PLC | GSM | G33856108 | $398.4K | 1.12% | 125,285 | SH |
| 29 | NXP SEMICONDUCTORS N V | NXPI | N6596X109 | $365.3K | 1.03% | 1,300 | SH |
| 30 | JFROG LTD | FROG | M6191J100 | $363.5K | 1.02% | 4,000 | SH |
| 31 | AIRBNB INC | ABNB | 009066101 | $357.8K | 1.00% | 2,500 | SH |
| 32 | PELOTON INTERACTIVE INC | PTON | 70614W100 | $354.6K | 1.00% | 60,000 | SH |
| 33 | INTEL CORP | INTC | 458140100 | $349.1K | 0.98% | 2,500 | SH |
| 34 | TWILIO INC | TWLO | 90138F102 | $309.5K | 0.87% | 1,500 | SH |
| 35 | TYLER TECHNOLOGIES INC | TYL | 902252105 | $299.8K | 0.84% | 1,025 | SH |
| 36 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $297.9K | 0.84% | 1,000 | SH |
| 37 | SYMBOTIC INC | SYM | 87151X101 | $292.2K | 0.82% | 6,500 | SH |
| 38 | CORNING INC | GLW | 219350105 | $255.4K | 0.72% | 1,000 | SH |
| 39 | SNOWFLAKE INC | SNOW | 833445109 | $254.5K | 0.71% | 1,000 | SH |
| 40 | SEMTECH CORP | SMTC | 816850101 | $242.8K | 0.68% | 1,500 | SH |
| 41 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $241.2K | 0.68% | 250 | SH |
| 42 | AMAZON COM INC | AMZN | 023135106 | $238.3K | 0.67% | 1,000 | SH |
| 43 | HUT 8 CORP | HUT | 44812J104 | $230.9K | 0.65% | 2,000 | SH |
| 44 | MODINE MFG CO | MOD | 607828100 | $213.6K | 0.60% | 800 | SH |
| 45 | THE REALREAL INC | REAL | 88339P101 | $203.6K | 0.57% | 17,273 | SH |
| 46 | APPLE INC | AAPL | 037833100 | $202.6K | 0.57% | 700 | SH |
| 47 | ALKAMI TECHNOLOGY INC | ALKT | 01644J108 | $181.2K | 0.51% | 10,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |