West Tower Group, LLC

13F filer · CIK 0001965819

Reported Jul 31, 2026

13F portfolio value$35.6MU.S. long equity reported on 13F

Positions45Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight54.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 202645 positions
PRGOPERRIGO Co plc	$3.66M	10.28%	0.25%	Not reported	Q2 2023
LYFTLyft, Inc.	$2.69M	7.54%	0.05%	+32.9%	Q1 2024
PRIMPrimoris Services Corp	$2.57M	7.23%	0.05%	-1.5%	Q4 2024
OSWONESPAWORLD HOLDINGS Ltd	$1.8M	5.06%	0.06%	Not reported	Q2 2023
NWSANews Corp	$1.7M	4.76%	0.01%	-20.9%	Q1 2023
ROKURoku, Inc	$1.51M	4.25%	0.01%	-15.4%	Q1 2025
FISVFiserv Inc	$1.44M	4.03%	0.01%	Not reported	Q3 2023
RDDTReddit, Inc.	$1.42M	4.00%	Not reported	-5.8%	Q2 2024
STTKShattuck Labs, Inc.	$1.33M	3.73%	0.19%	New	Q2 2026
SIMOSilicon Motion Technology CORP	$1.27M	3.56%	0.00%	-57.6%	Q2 2025
GNRCGenerac Holdings Inc.	$1.2M	3.37%	0.01%	-31.7%	Q3 2023
WBDWarner Bros. Discovery, Inc.	$1.12M	3.14%	0.00%	Not reported	Q2 2023
CBTCabot Corp	$970K	2.72%	0.02%	+82.2%	Q4 2025
ARCOArcos Dorados Holdings Inc.	$885K	2.49%	0.05%	Not reported	Q4 2024
ADIAnalog Devices Inc	$794K	2.23%	0.00%	Not reported	Q2 2023
MWHSOLV Energy, Inc.	$783K	2.20%	Not reported	+155.6%	Q1 2026
JJacobs Solutions Inc.	$781K	2.19%	0.01%	-31.1%	Q2 2023
AGXArgan Inc	$679K	1.91%	0.01%	New	Q2 2026
GOOGLAlphabet Inc.	$536K	1.50%	0.00%	Not reported	Q2 2023
VIXYProShares Trust II	$532K	1.49%	Not reported	New	Q2 2026
ROADConstruction Partners, Inc.	$499K	1.40%	0.02%	Not reported	Q4 2023
LRCXLam Research Corp	$477K	1.34%	0.00%	Not reported	Q3 2023
CSCOCisco Systems, Inc.	$470K	1.32%	0.00%	Not reported	Q2 2025
STMSTMicroelectronics N.V.	$449K	1.26%	0.00%	Not reported	Q2 2025
TTWOTake Two Interactive Software Inc	$400K	1.12%	0.00%	+33.3%	Q1 2026
GSMFerroglobe PLC	$398K	1.12%	0.07%	Not reported	Q1 2023
NXPINXP Semiconductors N.V.	$365K	1.03%	0.00%	Not reported	Q1 2024
FROGJFrog Ltd	$364K	1.02%	0.00%	Not reported	Q1 2024
ABNBAirbnb, Inc.	$358K	1.00%	Not reported	+25.0%	Q2 2023
PTONPeloton Interactive, Inc.	$355K	1.00%	Not reported	+50.0%	Q2 2025
INTCIntel Corp	$349K	0.98%	0.00%	-75.0%	Q1 2025
TWLOTwilio Inc	$309K	0.87%	0.00%	Not reported	Q2 2023
TYLTyler Technologies Inc	$300K	0.84%	0.00%	Not reported	Q1 2023
MRVLMarvell Technology, Inc.	$298K	0.84%	0.00%	Not reported	Q2 2023
SYMSymbotic Inc.	$292K	0.82%	0.00%	-7.1%	Q1 2026
GLWCorning Inc	$255K	0.72%	0.00%	Not reported	Q2 2023
SNOWSnowflake Inc.	$255K	0.71%	0.00%	Not reported	Q4 2023
SMTCSemtech Corp	$243K	0.68%	0.00%	Not reported	Q1 2024
STXSeagate Technology Holdings plc	$241K	0.68%	0.00%	Not reported	Q3 2024
AMZNAmazon Com Inc	$238K	0.67%	0.00%	-33.3%	Q4 2025
HUTHut 8 Corp.	$231K	0.65%	0.00%	Not reported	Q2 2025
MODModine Manufacturing Co	$214K	0.60%	0.00%	Not reported	Q2 2023
REALTheRealReal, Inc.	$204K	0.57%	0.01%	New	Q2 2026
AAPLApple Inc.	$203K	0.57%	0.00%	-76.7%	Q2 2023
ALKTAlkami Technology, Inc.	$181K	0.51%	0.01%	-16.7%	Q1 2026
Q1 2026Reported Apr 29, 202632 positions
EHABEnhabit, Inc.	$5.09M	15.87%	0.71%	-3.8%	Q2 2023
PRGOPERRIGO Co plc	$3.79M	11.81%	0.26%	+45.1%	Q2 2023
PRIMPrimoris Services Corp	$3.77M	11.77%	0.05%	+0.7%	Q4 2024
NWSANews Corp	$2.15M	6.72%	0.01%	+166.1%	Q1 2023
LYFTLyft, Inc.	$1.84M	5.74%	0.03%	+207.6%	Q1 2024
OSWONESPAWORLD HOLDINGS Ltd	$1.47M	4.57%	0.06%	+4.0%	Q2 2023
ROKURoku, Inc	$1.23M	3.82%	0.01%	-3.7%	Q1 2025
GNRCGenerac Holdings Inc.	$1.17M	3.66%	0.01%	Not reported	Q3 2023
RDDTReddit, Inc.	$1.17M	3.66%	Not reported	+1.2%	Q2 2024
WBDWarner Bros. Discovery, Inc.	$1.15M	3.59%	0.00%	-35.6%	Q2 2023
JJacobs Solutions Inc.	$1.15M	3.57%	0.01%	+12.5%	Q2 2023
SIMOSilicon Motion Technology CORP	$1.01M	3.14%	0.01%	-27.2%	Q2 2025
ARCOArcos Dorados Holdings Inc.	$906K	2.83%	0.05%	-30.8%	Q4 2024
AAPLApple Inc.	$761K	2.38%	0.00%	+100.0%	Q2 2023
GSMFerroglobe PLC	$516K	1.61%	0.07%	Not reported	Q1 2023
FIGFigma, Inc.	$444K	1.39%	Not reported	New	Q1 2026
CBTCabot Corp	$441K	1.38%	0.01%	-47.8%	Q4 2025
INTCIntel Corp	$441K	1.38%	0.00%	Not reported	Q1 2025
SYMSymbotic Inc.	$372K	1.16%	0.00%	New	Q1 2026
TYLTyler Technologies Inc	$351K	1.09%	0.00%	-60.2%	Q1 2023
AMZNAmazon Com Inc	$312K	0.97%	0.00%	-25.0%	Q4 2025
AMDAdvanced Micro Devices Inc	$305K	0.95%	0.00%	Not reported	Q2 2023
MWHSOLV Energy, Inc.	$270K	0.84%	Not reported	New	Q1 2026
EXLSExlService Holdings, Inc.	$265K	0.83%	0.01%	-68.6%	Q2 2024
ABNBAirbnb, Inc.	$253K	0.79%	Not reported	Not reported	Q2 2023
IBMInternational Business Machines Corp	$242K	0.76%	0.00%	-50.0%	Q1 2025
TTWOTake Two Interactive Software Inc	$237K	0.74%	0.00%	New	Q1 2026
CRMSalesforce, Inc.	$224K	0.70%	0.00%	+20.0%	Q1 2024
NOKNokia Corp	$201K	0.63%	0.00%	-37.5%	Q2 2024
ALKTAlkami Technology, Inc.	$188K	0.59%	0.01%	New	Q1 2026
PTONPeloton Interactive, Inc.	$172K	0.54%	Not reported	+100.0%	Q2 2025
ZETAZeta Global Holdings Corp.	$159K	0.50%	Not reported	-33.3%	Q3 2025
Q4 2025Reported Feb 4, 202662 positions
EHABEnhabit, Inc.	$3.46M	7.79%	0.74%	Not reported	Q2 2023
PRGOPERRIGO Co plc	$3.38M	7.61%	0.18%	+40.2%	Q2 2023
PRIMPrimoris Services Corp	$3.25M	7.32%	0.05%	-2.6%	Q4 2024
RDDTReddit, Inc.	$1.98M	4.45%	Not reported	+28.4%	Q2 2024
WBDWarner Bros. Discovery, Inc.	$1.87M	4.22%	0.00%	-36.2%	Q2 2023
ROKURoku, Inc	$1.46M	3.29%	0.01%	+22.3%	Q1 2025
OSWONESPAWORLD HOLDINGS Ltd	$1.27M	2.87%	0.06%	Not reported	Q2 2023
EXLSExlService Holdings, Inc.	$1.18M	2.65%	0.02%	Not reported	Q2 2024
TYLTyler Technologies Inc	$1.17M	2.63%	0.01%	+18.4%	Q1 2023
ARCOArcos Dorados Holdings Inc.	$1.17M	2.62%	0.08%	Not reported	Q4 2024
SIMOSilicon Motion Technology CORP	$1.14M	2.57%	0.01%	Not reported	Q2 2025
JJacobs Solutions Inc.	$1.06M	2.39%	0.01%	+40.4%	Q2 2023
LYFTLyft, Inc.	$872K	1.96%	0.01%	-11.8%	Q1 2024
NWSANews Corp	$848K	1.91%	0.01%	Not reported	Q1 2023
CBTCabot Corp	$745K	1.68%	0.02%	New	Q4 2025
FWONKLiberty Media Corp	$690K	1.55%	Not reported	New	Q4 2025
OIIOceaneering International Inc	$649K	1.46%	0.03%	Not reported	Q3 2023
IBMInternational Business Machines Corp	$592K	1.33%	0.00%	+150.0%	Q1 2025
GSMFerroglobe PLC	$581K	1.31%	0.07%	Not reported	Q1 2023
DBXDropbox, Inc.	$487K	1.10%	Not reported	Not reported	Q1 2023
AMZNAmazon Com Inc	$462K	1.04%	0.00%	New	Q4 2025
OECOrion S.A.	$457K	1.03%	0.15%	-21.8%	Q1 2023
DFHDream Finders Homes, Inc.	$441K	0.99%	Not reported	+29.3%	Q1 2025
AAPLApple Inc.	$408K	0.92%	0.00%	Not reported	Q2 2023
INTCIntel Corp	$369K	0.83%	0.00%	-58.9%	Q1 2025
TWLOTwilio Inc	$356K	0.80%	0.00%	Not reported	Q2 2023
METAMeta Platforms, Inc.	$330K	0.74%	Not reported	Not reported	Q2 2023
NXPINXP Semiconductors N.V.	$326K	0.73%	0.00%	+50.0%	Q1 2024
ZETAZeta Global Holdings Corp.	$305K	0.69%	Not reported	+25.0%	Q3 2025
SWKStanley Black & Decker, Inc.	$297K	0.67%	0.00%	New	Q4 2025
VLOValero Energy Corp	$293K	0.66%	0.00%	Not reported	Q2 2023
QCOMQualcomm Inc	$291K	0.65%	0.00%	Not reported	Q2 2024
PEPPepsico Inc	$287K	0.65%	0.00%	Not reported	Q2 2023
BGBunge Global SA	$285K	0.64%	0.00%	Not reported	Q2 2023
OMCOmnicom Group Inc.	$283K	0.64%	0.00%	Not reported	Q2 2023
HALHalliburton Co	$283K	0.64%	0.00%	Not reported	Q3 2023
APAAPA Corp	$281K	0.63%	0.00%	Not reported	Q2 2023
REMXRemedytemp Inc	$281K	0.63%	Not reported	New	Q4 2025
UNPUnion Pacific Corp	$278K	0.63%	0.00%	Not reported	Q4 2024
PPGPPG Industries Inc	$277K	0.62%	0.00%	Not reported	Q2 2023
KMIKinder Morgan, Inc.	$275K	0.62%	0.00%	Not reported	Q3 2023
CVXChevron Corp	$274K	0.62%	0.00%	New	Q4 2025
HSYHershey Co	$273K	0.61%	0.00%	Not reported	Q2 2023
BILLBILL Holdings, Inc.	$273K	0.61%	0.01%	Not reported	Q3 2023
BDXBecton Dickinson & Co	$272K	0.61%	0.00%	Not reported	Q2 2023
GILDGilead Sciences, Inc.	$270K	0.61%	0.00%	Not reported	Q2 2023
CRMSalesforce, Inc.	$265K	0.60%	0.00%	Not reported	Q1 2024
COPConocophillips	$262K	0.59%	0.00%	+28.6%	Q2 2023
AMGNAmgen Inc	$262K	0.59%	0.00%	Not reported	Q2 2023
STMSTMicroelectronics N.V.	$259K	0.58%	0.00%	+25.0%	Q2 2025

Q3 2025Reported Oct 16, 202545 positions
PRGOPERRIGO Co plc	$3.86M	11.18%	0.13%	+45.7%	Q2 2023
PRIMPrimoris Services Corp	$3.69M	10.70%	0.05%	+5.1%	Q4 2024
EHABEnhabit, Inc.	$3M	8.71%	0.74%	+31.6%	Q2 2023
WBDWarner Bros. Discovery, Inc.	$1.99M	5.77%	0.00%	-62.9%	Q2 2023
RDDTReddit, Inc.	$1.54M	4.46%	Not reported	+42.6%	Q2 2024
OSWONESPAWORLD HOLDINGS Ltd	$1.3M	3.76%	0.06%	Not reported	Q2 2023
EXLSExlService Holdings, Inc.	$1.22M	3.53%	0.02%	+12.2%	Q2 2024
SIMOSilicon Motion Technology CORP	$1.17M	3.38%	0.01%	Not reported	Q2 2025
TYLTyler Technologies Inc	$1.14M	3.30%	0.00%	Not reported	Q1 2023
LYFTLyft, Inc.	$1.12M	3.25%	0.14%	-8.9%	Q1 2024
ROKURoku, Inc	$1.1M	3.19%	0.01%	+37.5%	Q1 2025
ARCOArcos Dorados Holdings Inc.	$1.07M	3.10%	0.08%	-19.0%	Q4 2024
NWSANews Corp	$997K	2.89%	0.01%	-15.6%	Q1 2023
JJacobs Solutions Inc.	$854K	2.47%	0.00%	-18.6%	Q2 2023
OECOrion S.A.	$839K	2.43%	0.20%	Not reported	Q1 2023
INTCIntel Corp	$815K	2.36%	0.00%	Not reported	Q1 2025
OIIOceaneering International Inc	$669K	1.94%	0.02%	Not reported	Q3 2023
MRVLMarvell Technology, Inc.	$631K	1.83%	0.00%	+87.5%	Q2 2023
DBXDropbox, Inc.	$529K	1.53%	Not reported	Not reported	Q1 2023
DFHDream Finders Homes, Inc.	$517K	1.50%	Not reported	-13.3%	Q1 2025
DAKTDaktronics Inc	$450K	1.30%	0.04%	-46.3%	Q3 2023
SPOTSpotify Technology S.A.	$349K	1.01%	0.00%	+66.7%	Q2 2024
AMATApplied Materials Inc	$307K	0.89%	0.00%	Not reported	Q3 2023
SMRNUSCALE POWER Corp	$288K	0.83%	0.00%	New	Q3 2025
DELLDell Technologies Inc.	$284K	0.82%	0.00%	Not reported	Q1 2024
ORCLOracle Corp	$281K	0.81%	0.00%	Not reported	Q3 2023
RBLXRoblox Corp	$277K	0.80%	0.00%	Not reported	Q1 2024
AVGOBroadcom Inc.	$264K	0.76%	0.00%	-60.0%	Q3 2023
GOOGLAlphabet Inc.	$243K	0.70%	0.00%	-50.0%	Q2 2023
ZETAZeta Global Holdings Corp.	$238K	0.69%	Not reported	New	Q3 2025
ANETArista Networks, Inc.	$233K	0.68%	0.00%	Not reported	Q2 2023
NXPINXP Semiconductors N.V.	$228K	0.66%	0.00%	-16.7%	Q1 2024
VRTVertiv Holdings Co	$226K	0.66%	0.00%	New	Q3 2025
STMSTMicroelectronics N.V.	$226K	0.65%	0.00%	Not reported	Q2 2025
IBMInternational Business Machines Corp	$226K	0.65%	0.00%	Not reported	Q1 2025
SNOWSnowflake Inc.	$226K	0.65%	0.00%	Not reported	Q4 2023
GTLBGitlab Inc.	$225K	0.65%	Not reported	Not reported	Q4 2023
PTONPeloton Interactive, Inc.	$225K	0.65%	Not reported	-16.7%	Q2 2025
PDPagerDuty, Inc.	$215K	0.62%	0.01%	Not reported	Q2 2023
ZSZscaler, Inc.	$210K	0.61%	0.00%	Not reported	Q2 2023
COPConocophillips	$206K	0.60%	0.00%	Not reported	Q2 2023
TEMTempus AI, Inc.	$202K	0.58%	Not reported	New	Q3 2025
RUMRUM Group Inc.	$181K	0.52%	Not reported	New	Q3 2025
LAESSEALSQ Corp	$87.9K	0.25%	0.02%	New	Q3 2025
SNAPSnap Inc	$77.1K	0.22%	0.00%	Not reported	Q1 2024

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