West Tower Group, Llc Portfolio Stock Holdings
West Tower Group, Llc disclosed 32 stock positions valued at approximately $32.0 million in its latest SEC 13F filing. The largest holdings include ENHABIT INC, PERRIGO CO PLC, and PRIMORIS SVCS CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 32
- Portfolio Value
- $32.0M
Holdings by Sector
West Tower Group, Llc Portfolio Holdings in Q1 2026
30 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ENHABIT INC | EHAB | Healthcare | 15.88% | 361,009 | -14,133 | -3.77% | $5,086,617 |
| PERRIGO CO PLC | G97822103 | Other | 11.82% | 352,522 | +109,567 | +45.10% | $3,786,086 |
| PRIMORIS SVCS CORP | PRIM | Industrials | 11.77% | 26,372 | +172 | +0.66% | $3,772,251 |
| NEWS CORP NEW | NWSA | Communication Services | 6.72% | 86,359 | +53,905 | +166.10% | $2,152,930 |
| LYFT INC | LYFT | Technology | 5.75% | 138,432 | +93,432 | +207.63% | $1,841,146 |
| ONESPAWORLD HOLDINGS LIMITED | OSW | Other | 4.58% | 63,867 | +2,467 | +4.02% | $1,465,748 |
| ROKU INC | ROKU | Communication Services | 3.82% | 12,950 | -500 | -3.72% | $1,225,329 |
| GENERAC HLDGS INC | GNRC | Industrials | 3.66% | 6,000 | +6,000 | +100.00% | $1,171,980 |
| REDDIT INC | RDDT | Communication Services | 3.66% | 8,700 | +100 | +1.16% | $1,171,455 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 3.59% | 41,915 | -23,115 | -35.55% | $1,150,986 |
| JACOBS SOLUTIONS INC | J | Industrials | 3.58% | 9,000 | +1,000 | +12.50% | $1,145,520 |
| SILICON MOTION TECHNOLOGY CO | SIMO | Technology | 3.14% | 8,953 | -3,347 | -27.21% | $1,005,332 |
| ARCOS DORADOS HLDGS INC | G0457F107 | Other | 2.83% | 109,859 | -48,877 | -30.79% | $906,337 |
| APPLE INC | AAPL | Technology | 2.38% | 3,000 | +1,500 | +100.00% | $761,370 |
| FERROGLOBE PLC | G33856108 | Other | 1.61% | 125,285 | - | - | $516,174 |
| CABOT CORP | CBT | Basic Materials | 1.38% | 5,861 | -5,374 | -47.83% | $441,392 |
| INTEL CORP | INTC | Technology | 1.38% | 10,000 | - | - | $441,300 |
| SYMBOTIC INC | SYM | Industrials | 1.16% | 7,000 | +7,000 | +100.00% | $372,400 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 1.10% | 1,025 | -1,550 | -60.19% | $350,940 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.98% | 1,500 | -500 | -25.00% | $312,405 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.95% | 1,500 | +1,500 | +100.00% | $305,145 |
| EXLSERVICE HLDGS INC | EXLS | Technology | 0.83% | 8,700 | -19,000 | -68.59% | $264,915 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.79% | 2,000 | +2,000 | +100.00% | $252,560 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.76% | 1,000 | -1,000 | -50.00% | $242,390 |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Communication Services | 0.74% | 1,200 | +1,200 | +100.00% | $237,000 |
| SALESFORCE INC | CRM | Technology | 0.70% | 1,200 | +200 | +20.00% | $224,004 |
| NOKIA CORP | NOK | Technology | 0.63% | 25,000 | -15,000 | -37.50% | $201,000 |
| ALKAMI TECHNOLOGY INC | ALKT | Technology | 0.59% | 12,000 | +12,000 | +100.00% | $188,040 |
| PELOTON INTERACTIVE INC | PTON | Consumer Cyclical | 0.54% | 40,000 | +20,000 | +100.00% | $171,600 |
| ZETA GLOBAL HOLDINGS CORP | ZETA | Technology | 0.50% | 10,000 | -5,000 | -33.33% | $159,200 |