West Tower Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, West Tower Group, Llc disclosed 31 stock positions valued at approximately $26.98M as of quarter-end September 30, 2026. The largest holdings include PERRIGO CO PLC, LYFT INC, and PRIMORIS SVCS CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 31
- Portfolio Value
- $26.98M
Holdings by Sector
West Tower Group, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PERRIGO CO PLC | PRGO | Healthcare | 19.29% | 352,522 | - | - | $5,203,225 |
| LYFT INC | LYFT | Technology | 7.47% | 134,250 | -49,679 | -27.01% | $2,015,092 |
| PRIMORIS SVCS CORP | PRIM | Industrials | 7.12% | 25,772 | -200 | -0.77% | $1,920,529 |
| ROKU INC | ROKU | Communication Services | 6.18% | 10,950 | - | - | $1,667,466 |
| GENERAC HLDGS INC | GNRC | Industrials | 5.34% | 6,963 | +2,863 | +69.83% | $1,440,993 |
| SHATTUCK LABS INC | STTK | Healthcare | 4.84% | 191,625 | - | - | $1,306,882 |
| ONESPAWORLD HOLDINGS LIMITED | OSW | Consumer Cyclical | 4.71% | 56,500 | -7,367 | -11.53% | $1,270,685 |
| SILICON MOTION TECHNOLOGY CO | SIMO | Technology | 4.39% | 4,227 | +427 | +11.24% | $1,183,560 |
| REDDIT INC | RDDT | Communication Services | 4.33% | 8,200 | - | - | $1,168,008 |
| NEWS CORP NEW | NWSA | Communication Services | 4.12% | 38,766 | -29,519 | -43.23% | $1,110,646 |
| PROSHARES TR II | VIXY | Other | 3.14% | 50,000 | +25,000 | +100.00% | $847,000 |
| FISERV INC | FI | Technology | 2.62% | 15,657 | -13,644 | -46.56% | $707,383 |
| SOLV ENERGY INC | MWH | Utilities | 2.49% | 28,000 | +5,000 | +21.74% | $672,560 |
| AIRBNB INC | ABNB | Consumer Cyclical | 2.38% | 4,000 | +1,500 | +60.00% | $642,600 |
| MYR GROUP INC | MYRG | Industrials | 2.17% | 2,000 | +2,000 | +100.00% | $584,920 |
| FERROGLOBE PLC | GSM | Basic Materials | 2.08% | 140,968 | +15,683 | +12.52% | $560,348 |
| ANALOG DEVICES INC | ADI | Technology | 1.76% | 1,200 | -800 | -40.00% | $476,052 |
| JACOBS SOLUTIONS INC | J | Industrials | 1.64% | 3,268 | -2,932 | -47.29% | $442,062 |
| CONSTRUCTION PARTNERS INC | ROAD | Industrials | 1.64% | 4,900 | +700 | +16.67% | $441,147 |
| GLOBAL X FDS | URA | Other | 1.48% | 10,000 | +10,000 | +100.00% | $398,500 |
| JANUX THERAPEUTICS INC | JANX | Healthcare | 1.47% | 23,000 | +23,000 | +100.00% | $397,440 |
| QUALCOMM INC | QCOM | Technology | 1.36% | 2,000 | +300 | +17.65% | $368,080 |
| ARGAN INC | AGX | Industrials | 1.12% | 800 | -50 | -5.88% | $302,360 |
| ALPHABET INC | GOOGL | Communication Services | 1.02% | 800 | -700 | -46.67% | $275,264 |
| SERVICENOW INC | NOW | Technology | 0.99% | 2,000 | +2,000 | +100.00% | $268,020 |
| SEMTECH CORP | SMTC | Technology | 0.86% | 1,300 | -200 | -13.33% | $231,855 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 0.86% | 725 | -300 | -29.27% | $230,985 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Technology | 0.85% | 250 | - | - | $230,585 |
| INTEL CORP | INTC | Technology | 0.80% | 1,800 | -700 | -28.00% | $216,414 |
| SNOWFLAKE INC | SNOW | Technology | 0.76% | 600 | -400 | -40.00% | $203,736 |
Showing 30 of 31 holdings in the latest reporting period.