West Tower Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, West Tower Group, Llc disclosed 45 stock positions valued at approximately $35.62M as of quarter-end June 30, 2026. The largest holdings include PERRIGO CO PLC, LYFT INC, and PRIMORIS SVCS CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 45
- Portfolio Value
- $35.62M
Holdings by Sector
West Tower Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PERRIGO CO PLC | PRGO | Healthcare | 10.28% | 352,522 | - | - | $3,662,704 |
| LYFT INC | LYFT | Technology | 7.54% | 183,929 | +45,497 | +32.87% | $2,687,203 |
| PRIMORIS SVCS CORP | PRIM | Industrials | 7.23% | 25,972 | -400 | -1.52% | $2,574,345 |
| ONESPAWORLD HOLDINGS LIMITED | OSW | Other | 5.06% | 63,867 | - | - | $1,803,604 |
| NEWS CORP NEW | NWSA | Communication Services | 4.76% | 68,285 | -18,074 | -20.93% | $1,695,517 |
| ROKU INC | ROKU | Communication Services | 4.25% | 10,950 | -2,000 | -15.44% | $1,512,633 |
| FISERV INC | FI | Technology | 4.03% | 29,301 | +29,301 | +100.00% | $1,437,214 |
| REDDIT INC | RDDT | Communication Services | 4.00% | 8,200 | -500 | -5.75% | $1,423,356 |
| SHATTUCK LABS INC | STTK | Healthcare | 3.73% | 191,625 | +191,625 | +100.00% | $1,329,878 |
| SILICON MOTION TECHNOLOGY CO | SIMO | Technology | 3.56% | 3,800 | -5,153 | -57.56% | $1,266,654 |
| GENERAC HLDGS INC | GNRC | Industrials | 3.37% | 4,100 | -1,900 | -31.67% | $1,200,521 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 3.14% | 41,915 | - | - | $1,117,454 |
| CABOT CORP | CBT | Basic Materials | 2.72% | 10,681 | +4,820 | +82.24% | $970,048 |
| ARCOS DORADOS HLDGS INC | ARCO | Consumer Cyclical | 2.49% | 109,859 | - | - | $885,464 |
| ANALOG DEVICES INC | ADI | Technology | 2.23% | 2,000 | +2,000 | +100.00% | $794,340 |
| SOLV ENERGY INC | MWH | Other | 2.20% | 23,000 | +14,000 | +155.56% | $783,150 |
| JACOBS SOLUTIONS INC | J | Industrials | 2.19% | 6,200 | -2,800 | -31.11% | $781,200 |
| ARGAN INC | AGX | Industrials | 1.91% | 850 | +850 | +100.00% | $678,768 |
| ALPHABET INC | GOOGL | Communication Services | 1.50% | 1,500 | +1,500 | +100.00% | $536,055 |
| PROSHARES TR II | VIXY | Other | 1.49% | 25,000 | +25,000 | +100.00% | $532,250 |
| CONSTRUCTION PARTNERS INC | ROAD | Industrials | 1.40% | 4,200 | +4,200 | +100.00% | $498,834 |
| LAM RESEARCH CORP | LRCX | Other | 1.34% | 1,100 | +1,100 | +100.00% | $476,663 |
| CISCO SYS INC | CSCO | Technology | 1.32% | 4,000 | +4,000 | +100.00% | $469,840 |
| STMICROELECTRONICS N V | STM | Technology | 1.26% | 6,000 | -4,000 | -40.00% | $449,340 |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Communication Services | 1.12% | 1,600 | +400 | +33.33% | $399,968 |
| FERROGLOBE PLC | GSM | Basic Materials | 1.12% | 125,285 | - | - | $398,406 |
| NXP SEMICONDUCTORS N V | NXPI | Technology | 1.03% | 1,300 | -200 | -13.33% | $365,339 |
| JFROG LTD | FROG | Other | 1.02% | 4,000 | +4,000 | +100.00% | $363,520 |
| AIRBNB INC | ABNB | Consumer Cyclical | 1.00% | 2,500 | +500 | +25.00% | $357,750 |
| PELOTON INTERACTIVE INC | PTON | Consumer Cyclical | 1.00% | 60,000 | +20,000 | +50.00% | $354,600 |
Showing 30 of 45 holdings in the latest reporting period.