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 |
|---|---|---|---|---|---|---|---|
| POOLPool Corp | COM | 90 | $33.7K | <0.1% | +90 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 99 | $33.8K | <0.1% | +99 | New | History |
| KTBKontoor Brands, Inc. | Stock | 815 | $34.3K | <0.1% | +815 | New | History |
| SJMJ M SMUCKER Co | Stock | 234 | $34.6K | <0.1% | +234 | New | History |
| SYKStryker Corp | Stock | 114 | $34.8K | <0.1% | +114 | New | History |
| AESAES Corp | Stock | 1,697 | $35.2K | <0.1% | +1,697 | New | History |
| HLITHarmonic Inc. | COM | 2,176 | $35.2K | <0.1% | +2,176 | New | History |
| IFFInternational Flavors & Fragrances Inc | COM | 444 | $35.3K | <0.1% | +444 | New | History |
| EMREmerson Electric Co | Stock | 392 | $35.4K | <0.1% | +392 | New | History |
| GISGeneral Mills Inc | Stock | 464 | $35.6K | <0.1% | +464 | New | History |
| CLColgate Palmolive Co | Stock | 462 | $35.6K | <0.1% | +462 | New | History |
| NEENextera Energy Inc | Stock | 483 | $35.8K | <0.1% | +483 | New | History |
| PEPPepsiCo Inc | Stock | 194 | $35.9K | <0.1% | +194 | New | History |
| HEESH&E Equipment Services, Inc. | COM | 789 | $36.1K | <0.1% | +789 | New | History |
| ULTAUlta Beauty, Inc. | Stock | 77 | $36.2K | <0.1% | +77 | New | History |
| AIZAssurant, Inc. | Stock | 289 | $36.3K | <0.1% | +289 | New | History |
| RLIRli Corp | COM | 269 | $36.7K | <0.1% | +269 | New | History |
| ZBRAZebra Technologies Corp | CL A | 125 | $37.0K | <0.1% | +125 | New | History |
| UPSUnited Parcel Service Inc | Stock | 212 | $38.0K | <0.1% | +212 | New | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 311 | $38.1K | <0.1% | +311 | New | – |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 677 | $38.9K | <0.1% | +677 | New | History |
| TPRTapestry, Inc. | COM | 912 | $39.0K | <0.1% | +912 | New | History |
| RVNCRevance Therapeutics, Inc. | COM | 1,548 | $39.2K | <0.1% | +1,548 | New | History |
| AMCRAmcor plc | ORD | 4,014 | $40.1K | <0.1% | +4,014 | New | History |
| SKTTanger Inc. | COM | 1,817 | $40.1K | <0.1% | +1,817 | New | History |
| FTNTFortinet, Inc. | Stock | 536 | $40.5K | <0.1% | +536 | New | History |
| KEYSKeysight Technologies, Inc. | Stock | 242 | $40.5K | <0.1% | +242 | New | History |
| PAYXPaychex Inc | Stock | 363 | $40.6K | <0.1% | +363 | New | History |
| GILDGilead Sciences, Inc. | Stock | 527 | $40.6K | <0.1% | +527 | New | History |
| ISEEIVERIC bio, Inc. | COM | 1,033 | $40.6K | <0.1% | +1,033 | New | History |
| CELHCelsius Holdings, Inc. | COM NEW | 273 | $40.7K | <0.1% | +273 | New | History |
| WNCWabash National Corp | COM | 1,600 | $41.0K | <0.1% | +1,600 | New | History |
| PARRPar Pacific Holdings, Inc. | COM NEW | 1,550 | $41.2K | <0.1% | +1,550 | New | History |
| IRDMIridium Communications Inc. | COM | 667 | $41.4K | <0.1% | +667 | New | History |
| HPQHP Inc | Stock | 1,351 | $41.5K | <0.1% | +1,351 | New | History |
| PDFSPDF Solutions Inc | COM | 926 | $41.8K | <0.1% | +926 | New | History |
| IEXIdex Corp | COM | 197 | $42.4K | <0.1% | +197 | New | History |
| COLLCollegium Pharmaceutical, Inc | COM | 1,981 | $42.6K | <0.1% | +1,981 | New | History |
| DGXQuest Diagnostics Inc | COM | 308 | $43.3K | <0.1% | +308 | New | History |
| CBOECboe Global Markets, Inc. | COM | 316 | $43.6K | <0.1% | +316 | New | History |
| AAgilent Technologies, Inc. | COM | 363 | $43.7K | <0.1% | +363 | New | History |
| HSICHenry Schein Inc | COM | 539 | $43.7K | <0.1% | +539 | New | History |
| SEDGSolaredge Technologies, Inc. | COM | 163 | $43.9K | <0.1% | +163 | New | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 485 | $44.5K | <0.1% | +485 | New | History |
| HOLXHologic Inc | COM | 551 | $44.6K | <0.1% | +551 | New | History |
| PGTIPGT Innovations, Inc. | COM | 1,538 | $44.8K | <0.1% | +1,538 | New | History |
| STLDSteel Dynamics Inc | COM | 413 | $45.0K | <0.1% | +413 | New | History |
| PRTAProthena Corp Public Ltd Co | SHS | 659 | $45.0K | <0.1% | +659 | New | History |
| CVLGCovenant Logistics Group, Inc. | CL A | 1,027 | $45.0K | <0.1% | +1,027 | New | History |
| CATCaterpillar Inc | Stock | 187 | $46.0K | <0.1% | +187 | New | History |
| TFXTeleflex Inc | COM | 191 | $46.2K | <0.1% | +191 | New | History |
| RLRalph Lauren Corp | CL A | 376 | $46.4K | <0.1% | +376 | New | History |
| DEDeere & Co | Stock | 115 | $46.6K | <0.1% | +115 | New | History |
| CBZCBIZ, Inc. | COM | 876 | $46.7K | <0.1% | +876 | New | History |
| ORLYO Reilly Automotive Inc | Stock | 49 | $46.8K | <0.1% | +49 | New | History |
| MKTXMarketaxess Holdings Inc | COM | 180 | $47.1K | <0.1% | +180 | New | History |
| CMGChipotle Mexican Grill Inc | COM | 22 | $47.1K | <0.1% | +22 | New | History |
| TWNKHostess Brands, Inc. | CL A | 1,880 | $47.6K | <0.1% | +1,880 | New | History |
| GDGeneral Dynamics Corp | Stock | 222 | $47.8K | <0.1% | +222 | New | History |
| NOCNorthrop Grumman Corp | Stock | 106 | $48.3K | <0.1% | +106 | New | History |
| GLNGGolar LNG Ltd | SHS | 2,423 | $48.9K | <0.1% | +2,423 | New | History |
| HCCIHeritage-Crystal Clean, Inc. | COM | 1,294 | $48.9K | <0.1% | +1,294 | New | History |
| CRSCarpenter Technology Corp | COM | 876 | $49.2K | <0.1% | +876 | New | History |
| CPRTCopart Inc | COM | 541 | $49.3K | <0.1% | +541 | New | History |
| RMDResmed Inc | COM | 230 | $50.3K | <0.1% | +230 | New | History |
| ALLAllstate Corp | Stock | 463 | $50.5K | <0.1% | +463 | New | History |
| MDLZMondelez International, Inc. | Stock | 693 | $50.5K | <0.1% | +693 | New | History |
| NSSCNapco Security Technologies, Inc | Stock | 1,469 | $50.9K | <0.1% | +1,469 | New | History |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 1,108 | $50.9K | <0.1% | +1,108 | New | – |
| LMTLockheed Martin Corp | Stock | 111 | $51.1K | <0.1% | +111 | New | History |
| SANMSanmina Corp | COM | 851 | $51.3K | <0.1% | +851 | New | History |
| BBWBuild-A-Bear Workshop Inc | COM | 2,424 | $51.9K | <0.1% | +2,424 | New | History |
| MTDMettler Toledo International Inc | COM | 40 | $52.5K | <0.1% | +40 | New | History |
| ACAArcosa, Inc. | COM | 693 | $52.5K | <0.1% | +693 | New | History |
| WECWec Energy Group, Inc. | Stock | 601 | $53.0K | <0.1% | +601 | New | History |
| HURNHuron Consulting Group Inc. | Stock | 628 | $53.3K | <0.1% | +628 | New | History |
| TGTTarget Corp | Stock | 405 | $53.4K | <0.1% | +405 | New | History |
| LWLamb Weston Holdings, Inc. | Stock | 471 | $54.1K | <0.1% | +471 | New | History |
| ELVElevance Health, Inc. | Stock | 123 | $54.6K | <0.1% | +123 | New | History |
| XOMExxonMobil Holdings Corp | COM | 510 | $54.7K | <0.1% | +510 | New | History |
| ALLEAllegion plc | ORD SHS | 456 | $54.7K | <0.1% | +456 | New | History |
| AOSSmith A O Corp | COM | 752 | $54.7K | <0.1% | +752 | New | History |
| ENSEnerSys | COM | 505 | $54.8K | <0.1% | +505 | New | History |
| ESEversource Energy | Stock | 775 | $55.0K | <0.1% | +775 | New | History |
| NJRNew Jersey Resources Corp | Stock | 1,169 | $55.2K | <0.1% | +1,169 | New | History |
| KEKimball Electronics, Inc. | Stock | 2,001 | $55.3K | <0.1% | +2,001 | New | History |
| TMHCTaylor Morrison Home Corp | COM | 1,140 | $55.6K | <0.1% | +1,140 | New | History |
| MMSIMerit Medical Systems Inc | COM | 667 | $55.8K | <0.1% | +667 | New | History |
| JNPRJuniper Networks Inc | COM | 1,810 | $56.7K | <0.1% | +1,810 | New | History |
| PVHPVH Corp. | COM | 668 | $56.8K | <0.1% | +668 | New | History |
| BIIBBiogen Inc. | COM | 200 | $57.0K | <0.1% | +200 | New | History |
| LENLennar Corp | CL A | 455 | $57.0K | <0.1% | +455 | New | History |
| PSAPublic Storage | COM | 196 | $57.2K | <0.1% | +196 | New | History |
| SKYChampion Homes, Inc. | Stock | 875 | $57.3K | <0.1% | +875 | New | History |
| TMDXTransMedics Group, Inc. | COM | 682 | $57.3K | <0.1% | +682 | New | History |
| FDSFactset Research Systems Inc | Stock | 144 | $57.7K | <0.1% | +144 | New | History |
| POWLPowell Industries Inc | Stock | 959 | $58.1K | <0.1% | +959 | New | History |
| WTWWillis Towers Watson PLC | SHS | 248 | $58.4K | <0.1% | +248 | New | History |
| CDNSCadence Design Systems Inc | Stock | 250 | $58.6K | <0.1% | +250 | New | History |
| EBFEnnis, Inc. | COM | 2,888 | $58.9K | <0.1% | +2,888 | 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 |