West Tower Group, LLC
- SEC CIK
- 0001965819
- Latest filing
- Jul 31, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 573
- +520 vs. Q1 2023
- Portfolio value
- $140.0M
- +$38.8M (+38.3%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NDSNNordson Corp | COM | 6 | $1.49K | <0.1% | +6 | New | History |
| MTHMeritage Homes CORP | COM | 12 | $1.71K | <0.1% | +12 | New | History |
| SCCOSouthern Copper Corp | Stock | 25 | $1.79K | <0.1% | +25 | New | History |
| PRGOPERRIGO Co plc | SHS | 55 | $1.87K | <0.1% | +55 | New | History |
| TXNTexas Instruments Inc | Stock | 11 | $1.98K | <0.1% | +11 | New | History |
| SMGScotts Miracle-Gro Co | Stock | 32 | $2.01K | <0.1% | +32 | New | History |
| TRUTransUnion | COM | 27 | $2.12K | <0.1% | +27 | New | History |
| IIIVi3 Verticals, Inc. | COM CL A | 93 | $2.13K | <0.1% | +93 | New | History |
| HLNEHamilton Lane INC | CL A | 27 | $2.16K | <0.1% | +27 | New | History |
| ESNTEssent Group Ltd. | COM | 47 | $2.20K | <0.1% | +47 | New | History |
| AXAxos Financial, Inc. | COM | 56 | $2.21K | <0.1% | +56 | New | History |
| BABoeing Co | Stock | 11 | $2.32K | <0.1% | +11 | New | History |
| MBINMerchants Bancorp | COM | 91 | $2.33K | <0.1% | +91 | New | History |
| ATKRAtkore Inc. | COM | 15 | $2.34K | <0.1% | +15 | New | History |
| GOLDGold.com, Inc. | COM | 67 | $2.51K | <0.1% | +67 | New | History |
| SIBNSI-BONE, Inc. | COM | 97 | $2.62K | <0.1% | +97 | New | History |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 81 | $2.76K | <0.1% | +81 | New | History |
| BVHBluegreen Vacations Holding Corp | CLASS A | 80 | $2.85K | <0.1% | +80 | New | History |
| AELAmerican National Group Inc. | COM | 57 | $2.97K | <0.1% | +57 | New | History |
| CACCCredit Acceptance Corp | COM | 6 | $3.05K | <0.1% | +6 | New | History |
| RMBSRambus Inc | COM | 50 | $3.21K | <0.1% | +50 | New | History |
| GSGoldman Sachs Group Inc | Stock | 10 | $3.23K | <0.1% | +10 | New | History |
| PNRPENTAIR plc | SHS | 50 | $3.23K | <0.1% | +50 | New | History |
| YORWYork Water Co | COM | 79 | $3.26K | <0.1% | +79 | New | History |
| IMAXImax Corp | COM | 196 | $3.33K | <0.1% | +196 | New | History |
| SAMGSilvercrest Asset Management Group Inc. | CL A | 165 | $3.34K | <0.1% | +165 | New | History |
| EIGEmployers Holdings, Inc. | COM | 90 | $3.37K | <0.1% | +90 | New | History |
| NXGNNextgen Healthcare, Inc. | COM | 208 | $3.37K | <0.1% | +208 | New | History |
| BXBlackstone Inc. | COM | 37 | $3.44K | <0.1% | +37 | New | History |
| CORCencora, Inc. | Stock | 18 | $3.46K | <0.1% | +18 | New | History |
| SPTNSpartanNash Co | COM | 160 | $3.60K | <0.1% | +160 | New | History |
| VRSKVerisk Analytics, Inc. | COM | 16 | $3.62K | <0.1% | +16 | New | History |
| GTYGetty Realty Corp | COM | 108 | $3.65K | <0.1% | +108 | New | History |
| FHIFederated Hermes, Inc. | CL B | 103 | $3.69K | <0.1% | +103 | New | History |
| ALEXAlexander & Baldwin, Inc. | COM | 199 | $3.70K | <0.1% | +199 | New | History |
| MTZMastec Inc | COM | 33 | $3.89K | <0.1% | +33 | New | History |
| PHParker-Hannifin Corp | Stock | 10 | $3.90K | <0.1% | +10 | New | History |
| STNEStoneCo Ltd. | COM | 307 | $3.91K | <0.1% | +307 | New | History |
| TREXTrex Co Inc | COM | 60 | $3.93K | <0.1% | +60 | New | History |
| DAYDayforce, Inc. | COM | 59 | $3.95K | <0.1% | +59 | New | History |
| NMIHNMI Holdings, Inc. | COM | 156 | $4.03K | <0.1% | +156 | New | History |
| DGIIDigi International Inc | COM | 103 | $4.06K | <0.1% | +103 | New | History |
| AXTAAxalta Coating Systems Ltd. | COM | 124 | $4.07K | <0.1% | +124 | New | History |
| TTEKTetra Tech Inc | COM | 25 | $4.09K | <0.1% | +25 | New | History |
| HQYHealthequity, Inc. | COM | 65 | $4.10K | <0.1% | +65 | New | History |
| MASIMasimo Corp | COM | 25 | $4.11K | <0.1% | +25 | New | History |
| VCVisteon Corp | COM NEW | 29 | $4.17K | <0.1% | +29 | New | History |
| CRLCharles River Laboratories International, Inc. | COM | 20 | $4.21K | <0.1% | +20 | New | History |
| KRYSKrystal Biotech, Inc. | COM | 36 | $4.23K | <0.1% | +36 | New | History |
| MKCMcCormick & Co Inc | Stock | 50 | $4.36K | <0.1% | +50 | New | History |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 700 | $4.37K | <0.1% | −119,300−99.4% | Reduced | History |
| JJacobs Solutions Inc. | COM | 37 | $4.40K | <0.1% | +37 | New | History |
| EVREvercore Inc. | CLASS A | 36 | $4.45K | <0.1% | +36 | New | History |
| TDYTeledyne Technologies Inc | COM | 11 | $4.52K | <0.1% | +11 | New | History |
| ESTEEarthstone Energy Inc | CL A | 320 | $4.57K | <0.1% | +320 | New | History |
| RDNRadian Group Inc | COM | 181 | $4.58K | <0.1% | +181 | New | History |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 153 | $4.60K | <0.1% | +153 | New | History |
| AMPAmeriprise Financial Inc | COM | 14 | $4.65K | <0.1% | +14 | New | History |
| XYLXylem Inc. | COM | 43 | $4.84K | <0.1% | +43 | New | History |
| RBARB Global Inc. | COM | 81 | $4.86K | <0.1% | +81 | New | History |
| SNASnap-on Inc | COM | 17 | $4.90K | <0.1% | +17 | New | History |
| AMKRAmkor Technology, Inc. | COM | 165 | $4.91K | <0.1% | +165 | New | History |
| USFDUS Foods Holding Corp. | COM | 112 | $4.93K | <0.1% | +112 | New | History |
| HESHess Corp | Stock | 37 | $5.03K | <0.1% | +37 | New | History |
| TIPTTiptree Inc. | COM | 336 | $5.04K | <0.1% | +336 | New | History |
| DPZDominos Pizza Inc | COM | 15 | $5.05K | <0.1% | +15 | New | History |
| FLSFlowserve Corp | COM | 137 | $5.09K | <0.1% | +137 | New | History |
| TXRHTexas Roadhouse, Inc. | COM | 47 | $5.28K | <0.1% | +47 | New | History |
| CODICompass Diversified Holdings | SH BEN INT | 244 | $5.29K | <0.1% | +244 | New | History |
| LNTAlliant Energy Corp | Stock | 105 | $5.51K | <0.1% | +105 | New | History |
| HSTMHealthstream Inc | COM | 229 | $5.62K | <0.1% | +229 | New | History |
| SIGISelective Insurance Group Inc | COM | 59 | $5.66K | <0.1% | +59 | New | History |
| SSNCSS&C Technologies Holdings Inc | COM | 94 | $5.70K | <0.1% | +94 | New | History |
| LKQLKQ Corp | COM | 98 | $5.71K | <0.1% | +98 | New | History |
| SEICSEI Investments Co | COM | 97 | $5.78K | <0.1% | +97 | New | History |
| DXCMDexcom Inc | COM | 45 | $5.78K | <0.1% | +45 | New | History |
| GMEDGlobus Medical Inc | Stock | 98 | $5.83K | <0.1% | +98 | New | History |
| GMEGameStop Corp. | Stock | 242 | $5.87K | <0.1% | +242 | New | History |
| UDRUDR, Inc. | COM | 137 | $5.89K | <0.1% | +137 | New | History |
| ABNBAirbnb, Inc. | Stock | 46 | $5.89K | <0.1% | +46 | New | History |
| EPCEdgewell Personal Care Co | COM | 144 | $5.95K | <0.1% | +144 | New | History |
| ALKSAlkermes plc. | SHS | 193 | $6.04K | <0.1% | +193 | New | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 16 | $6.07K | <0.1% | +16 | New | History |
| ORealty Income Corp | REIT | 102 | $6.10K | <0.1% | +102 | New | History |
| ENVAEnova International, Inc. | COM | 117 | $6.21K | <0.1% | +117 | New | History |
| NINisource Inc. | COM | 230 | $6.29K | <0.1% | +230 | New | History |
| ITTItt Inc. | COM | 68 | $6.34K | <0.1% | +68 | New | History |
| WEXWEX Inc. | COM | 35 | $6.37K | <0.1% | +35 | New | History |
| AGYSAgilysys Inc | COM | 94 | $6.45K | <0.1% | +94 | New | History |
| NEWRNew Relic, Inc. | COM | 99 | $6.48K | <0.1% | +99 | New | History |
| CMSCMS Energy Corp | COM | 111 | $6.52K | <0.1% | +111 | New | History |
| WIXWix.com Ltd. | SHS | 84 | $6.57K | <0.1% | +84 | New | History |
| MCOMoodys Corp | Stock | 19 | $6.61K | <0.1% | +19 | New | History |
| CNPCenterpoint Energy Inc | COM | 227 | $6.62K | <0.1% | +227 | New | History |
| DOCUDocuSign, Inc. | Stock | 131 | $6.69K | <0.1% | +131 | New | History |
| ZSZscaler, Inc. | Stock | 46 | $6.73K | <0.1% | +46 | New | History |
| ESTCElastic N.V. | ORD SHS | 105 | $6.73K | <0.1% | +105 | New | History |
| TDCTeradata Corp | Stock | 127 | $6.78K | <0.1% | +127 | New | History |
| TRUPTrupanion, Inc. | COM | 348 | $6.85K | <0.1% | +348 | New | History |
| SPLKSplunk Inc | COM | 65 | $6.90K | <0.1% | +65 | New | History |
Sold out since Q1 2023 (22)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| CHRDChord Energy Corp | COM NEW | 36,000 | $4.85M | 4.8% | History |
| ARCHArch Resources, Inc. | CL A | 36,100 | $4.75M | 4.7% | History |
| SUSuncor Energy Inc | Stock | 93,000 | $2.89M | 2.9% | History |
| PTENPatterson Uti Energy Inc | COM | 220,700 | $2.58M | 2.5% | History |
| GGBGerdau S.A. | SPON ADR REP PFD | 512,000 | $2.52M | 2.5% | History |
| CLFCleveland-Cliffs Inc. | COM | 133,600 | $2.45M | 2.4% | History |
| VMCVulcan Materials CO | COM | 14,200 | $2.44M | 2.4% | History |
| RIORio Tinto PLC | ADR | 33,700 | $2.31M | 2.3% | History |
| ARAntero Resources Corp | COM | 100,000 | $2.31M | 2.3% | History |
| EQNREquinor ASA | SPONSORED ADR | 75,000 | $2.13M | 2.1% | History |
| FOXAFox Corp | CL A COM | 59,968 | $2.04M | 2.0% | History |
| HUNHuntsman CORP | COM | 46,500 | $1.27M | 1.3% | History |
| SLViShares Silver Trust | ETF | 56,100 | $1.24M | 1.2% | History |
| LPXLouisiana-Pacific Corp | COM | 22,800 | $1.24M | 1.2% | History |
| PBFPBF Energy Inc. | CL A | 25,000 | $1.08M | 1.1% | History |
| LHLabcorp Holdings Inc. | COM NEW | 4,450 | $1.02M | 1.0% | History |
| CPECallon Petroleum Co | COM | 30,000 | $1.00M | 1.0% | History |
| NDAQNasdaq, Inc. | COM | 18,300 | $1.00M | 1.0% | History |
| TSTenaris SA | SPONSORED ADS | 35,000 | $994.7K | 1.0% | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 11,800 | $800.6K | 0.8% | History |
| ACVAACV Auctions Inc. | COM CL A | 40,000 | $516.4K | 0.5% | History |
| FCXFreeport-McMoran Inc | Stock | 500 | $20.5K | <0.1% | History |