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 |
|---|---|---|---|---|---|---|---|
| FAFFirst American Financial Corp | Stock | 122 | $6.96K | <0.1% | +122 | New | History |
| PIIPolaris Inc. | Stock | 58 | $7.01K | <0.1% | +58 | New | History |
| CSRCenterspace | COM | 115 | $7.06K | <0.1% | +115 | New | History |
| CLWClearwater Paper Corp | COM | 228 | $7.14K | <0.1% | +228 | New | History |
| MCDMcDonalds Corp | Stock | 24 | $7.16K | <0.1% | +24 | New | History |
| ICEIntercontinental Exchange, Inc. | Stock | 64 | $7.24K | <0.1% | +64 | New | History |
| MSIMotorola Solutions, Inc. | Stock | 25 | $7.33K | <0.1% | +25 | New | History |
| DTDynatrace, Inc. | Stock | 146 | $7.51K | <0.1% | +146 | New | History |
| CENXCentury Aluminum Co | COM | 862 | $7.52K | <0.1% | +862 | New | History |
| WLKWestlake Corp | COM | 63 | $7.53K | <0.1% | +63 | New | History |
| SYYSysco Corp | Stock | 102 | $7.57K | <0.1% | +102 | New | History |
| FROFrontline plc | COM | 522 | $7.58K | <0.1% | +522 | New | History |
| FISFidelity National Information Services, Inc. | Stock | 140 | $7.66K | <0.1% | +140 | New | History |
| AIRAar Corp | Stock | 134 | $7.74K | <0.1% | +134 | New | History |
| CECelanese Corp | Stock | 68 | $7.87K | <0.1% | +68 | New | History |
| ETREntergy Corp | COM | 82 | $7.98K | <0.1% | +82 | New | History |
| ATEXAnterix Inc. | COM | 252 | $7.99K | <0.1% | +252 | New | History |
| COOCooper Companies, Inc. | COM NEW | 21 | $8.05K | <0.1% | +21 | New | History |
| SLGSL Green Realty Corp | COM | 270 | $8.11K | <0.1% | +270 | New | History |
| BSXBoston Scientific Corp | Stock | 151 | $8.17K | <0.1% | +151 | New | History |
| ICFIICF International, Inc. | Stock | 66 | $8.21K | <0.1% | +66 | New | History |
| CAHCardinal Health Inc | Stock | 89 | $8.42K | <0.1% | +89 | New | History |
| ELFe.l.f. Beauty, Inc. | COM | 74 | $8.45K | <0.1% | +74 | New | History |
| CPKChesapeake Utilities Corp | COM | 72 | $8.57K | <0.1% | +72 | New | History |
| WELLWelltower Inc. | REIT | 106 | $8.57K | <0.1% | +106 | New | History |
| MGRCMcGrath Rentcorp | COM | 94 | $8.69K | <0.1% | +94 | New | History |
| AEEAmeren Corp | COM | 107 | $8.74K | <0.1% | +107 | New | History |
| EWEdwards Lifesciences Corp | Stock | 94 | $8.87K | <0.1% | +94 | New | History |
| OTISOtis Worldwide Corp | Stock | 103 | $9.17K | <0.1% | +103 | New | History |
| WSTWest Pharmaceutical Services Inc | COM | 24 | $9.18K | <0.1% | +24 | New | History |
| MNSTMonster Beverage Corp | COM | 162 | $9.30K | <0.1% | +162 | New | History |
| THTarget Hospitality Corp. | COM | 694 | $9.31K | <0.1% | +694 | New | History |
| EPACEnerpac Tool Group Corp | CL A COM | 348 | $9.40K | <0.1% | +348 | New | History |
| DDOGDatadog, Inc. | CL A COM | 96 | $9.44K | <0.1% | +96 | New | History |
| Textainer Group Holdings LtdG8766E109 | SHS | 240 | $9.45K | <0.1% | +240 | New | – |
| TERTeradyne, Inc | Stock | 85 | $9.46K | <0.1% | +85 | New | History |
| UNMUnum Group | Stock | 199 | $9.49K | <0.1% | +199 | New | History |
| EVRIEveri Holdings Inc. | COM | 658 | $9.52K | <0.1% | +658 | New | History |
| VSATViasat Inc | COM | 232 | $9.57K | <0.1% | +232 | New | History |
| SMPLSimply Good Foods Co | COM | 265 | $9.70K | <0.1% | +265 | New | History |
| KKellanova | Stock | 144 | $9.71K | <0.1% | +144 | New | History |
| WEYSWeyco Group Inc | COM | 366 | $9.77K | <0.1% | +366 | New | History |
| ADCAgree Realty Corp | COM | 151 | $9.87K | <0.1% | +151 | New | History |
| LMATLemaitre Vascular Inc | COM | 148 | $9.96K | <0.1% | +148 | New | History |
| GLWCorning Inc | COM | 289 | $10.1K | <0.1% | +289 | New | History |
| INCYIncyte Corp | COM | 163 | $10.1K | <0.1% | +163 | New | History |
| KRGKite Realty Group Trust | COM NEW | 461 | $10.3K | <0.1% | +461 | New | History |
| HIWHighwoods Properties, Inc. | COM | 434 | $10.4K | <0.1% | +434 | New | History |
| UTLUnitil Corp | COM | 205 | $10.4K | <0.1% | +205 | New | History |
| LTHMLivent Corp. | COM | 381 | $10.5K | <0.1% | +381 | New | History |
| LRNStride, Inc. | COM | 284 | $10.6K | <0.1% | +284 | New | History |
| ICUIIcu Medical Inc | COM | 60 | $10.7K | <0.1% | +60 | New | History |
| PDCOPatterson Companies, Inc. | COM | 323 | $10.7K | <0.1% | +323 | New | History |
| LEGLeggett & Platt Inc | Stock | 363 | $10.8K | <0.1% | +363 | New | History |
| ITWIllinois Tool Works Inc | Stock | 44 | $11.0K | <0.1% | +44 | New | History |
| CALMCal-Maine Foods Inc | COM NEW | 246 | $11.1K | <0.1% | +246 | New | History |
| VZVerizon Communications Inc | Stock | 298 | $11.1K | <0.1% | +298 | New | History |
| WHRWhirlpool Corp | Stock | 75 | $11.2K | <0.1% | +75 | New | History |
| STNGScorpio Tankers Inc. | SHS | 238 | $11.2K | <0.1% | +238 | New | History |
| UAUnder Armour, Inc. | CL C | 1,683 | $11.3K | <0.1% | +1,683 | New | History |
| PWRQuanta Services, Inc. | COM | 58 | $11.4K | <0.1% | +58 | New | History |
| HUBGHub Group, Inc. | CL A | 143 | $11.5K | <0.1% | +143 | New | History |
| KNKnowles Corp | COM | 642 | $11.6K | <0.1% | +642 | New | History |
| EBAYeBay Inc | COM | 260 | $11.6K | <0.1% | +260 | New | History |
| RRXRegal Rexnord Corp | COM | 76 | $11.7K | <0.1% | +76 | New | History |
| FEFirstenergy Corp | COM | 302 | $11.7K | <0.1% | +302 | New | History |
| ETDEthan Allen Interiors Inc | COM | 417 | $11.8K | <0.1% | +417 | New | History |
| AJGArthur J. Gallagher & Co. | COM | 54 | $11.9K | <0.1% | +54 | New | History |
| MDBMongoDB, Inc. | CL A | 29 | $11.9K | <0.1% | +29 | New | History |
| IDXXIDEXX Laboratories Inc | COM | 24 | $12.1K | <0.1% | +24 | New | History |
| HWMHowmet Aerospace Inc. | Stock | 246 | $12.2K | <0.1% | +246 | New | History |
| TMUST-Mobile US, Inc. | Stock | 88 | $12.2K | <0.1% | +88 | New | History |
| DVADavita Inc. | COM | 122 | $12.3K | <0.1% | +122 | New | History |
| CMCCommercial Metals Co | Stock | 233 | $12.3K | <0.1% | +233 | New | History |
| BKEBuckle Inc | COM | 355 | $12.3K | <0.1% | +355 | New | History |
| MOG.AMoog Inc. | CL A | 115 | $12.5K | <0.1% | +115 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 24 | $12.5K | <0.1% | +24 | New | History |
| BHEBenchmark Electronics Inc | COM | 485 | $12.5K | <0.1% | +485 | New | History |
| IPInternational Paper Co | COM | 394 | $12.5K | <0.1% | −34,106−98.9% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 88 | $12.6K | <0.1% | +88 | New | History |
| TRTNTriton International Ltd | CL A | 151 | $12.6K | <0.1% | +151 | New | History |
| AKAMAkamai Technologies Inc | COM | 144 | $12.9K | <0.1% | +144 | New | History |
| ENSGEnsign Group, Inc | COM | 137 | $13.1K | <0.1% | +137 | New | History |
| RHPRyman Hospitality Properties, Inc. | COM | 144 | $13.4K | <0.1% | +144 | New | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 102 | $13.5K | <0.1% | +102 | New | – |
| KRCKilroy Realty Corp | COM | 454 | $13.7K | <0.1% | +454 | New | History |
| ARESAres Management Corp | CL A COM STK | 142 | $13.7K | <0.1% | +142 | New | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 481 | $13.7K | <0.1% | +481 | New | History |
| PDPagerDuty, Inc. | COM | 617 | $13.9K | <0.1% | +617 | New | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 74 | $13.9K | <0.1% | +74 | New | History |
| AXNXAxonics, Inc. | COM | 276 | $13.9K | <0.1% | +276 | New | History |
| FCPTFour Corners Property Trust, Inc. | COM | 557 | $14.1K | <0.1% | +557 | New | History |
| TRGPTarga Resources Corp. | COM | 187 | $14.2K | <0.1% | +187 | New | History |
| EGPEastgroup Properties Inc | COM | 82 | $14.2K | <0.1% | +82 | New | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 792 | $14.3K | <0.1% | +792 | New | History |
| BKRBaker Hughes Co | CL A | 460 | $14.5K | <0.1% | +460 | New | History |
| PCTYPaylocity Holding Corp | COM | 80 | $14.8K | <0.1% | +80 | New | History |
| VSHVishay Intertechnology Inc | COM | 512 | $15.1K | <0.1% | +512 | New | History |
| BLBlackline, Inc. | COM | 280 | $15.1K | <0.1% | +280 | New | History |
| PLXSPlexus Corp | COM | 155 | $15.2K | <0.1% | +155 | 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 |