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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
573
+520 vs. Q1 2023
Portfolio value
$140.0M
+$38.8M (+38.3%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of West Tower Group, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
ARCBArcbest CorpCOM596$58.9K<0.1%+596NewHistory
RUSHARush Enterprises IncCL A975$59.2K<0.1%+975NewHistory
CINFCincinnati Financial CorpCOM613$59.7K<0.1%+613NewHistory
LPGDorian LPG Ltd.SHS USD2,355$60.4K<0.1%+2,355NewHistory
AMKAssetMark Financial Holdings, Inc.COM2,075$61.5K<0.1%+2,075NewHistory
IRMIron Mountain IncCOM1,085$61.6K<0.1%+1,085NewHistory
TSCOTractor Supply CoCOM280$61.9K<0.1%+280NewHistory
CYTKCytokinetics IncCOM NEW1,906$62.2K<0.1%+1,906NewHistory
GEGeneral Electric CoStock569$62.5K<0.1%+569NewHistory
NVDANVIDIA CorpStock148$62.6K<0.1%+148NewHistory
FSLRFirst Solar, Inc.Stock330$62.7K<0.1%+330NewHistory
ADBEAdobe Inc.Stock129$63.1K<0.1%+129NewHistory
YUMYum Brands IncStock458$63.5K<0.1%+458NewHistory
LINLinde PLCStock167$63.6K<0.1%+167NewHistory
AAPLApple Inc.Stock330$64.0K<0.1%+330NewHistory
LEGHLegacy Housing CorpCOM2,765$64.1K<0.1%+2,765NewHistory
SPXCSPX Technologies, Inc.COM755$64.2K<0.1%+755NewHistory
EDConsolidated Edison IncStock712$64.4K<0.1%+712NewHistory
THRThermon Group Holdings, Inc.COM2,420$64.4K<0.1%+2,420NewHistory
SFMSprouts Farmers Market, Inc.COM1,758$64.6K<0.1%+1,758NewHistory
ELEstee Lauder Companies IncCL A329$64.6K<0.1%+329NewHistory
EGEverest Group, Ltd.COM189$64.6K<0.1%+189NewHistory
DGDollar General CorpCOM382$64.9K<0.1%+382NewHistory
AAONAaon, Inc.COM PAR $0.004693$65.7K<0.1%+693NewHistory
QRVOQorvo, Inc.Stock652$66.5K<0.1%+652NewHistory
TDWTidewater IncCOM1,205$66.8K<0.1%−33,795−96.6%ReducedHistory
JCIJohnson Controls International plcStock994$67.7K<0.1%+994NewHistory
AMDAdvanced Micro Devices IncStock598$68.1K<0.1%+598NewHistory
XELXcel Energy IncStock1,112$69.1K<0.1%+1,112NewHistory
iShares Tr464288372GLB INFRASTR ETF1,497$70.3K0.1%+1,497New–
MUMicron Technology IncStock1,128$71.2K0.1%+1,128NewHistory
PRGSProgress Software CorpCOM1,228$71.3K0.1%+1,228NewHistory
PBHPrestige Consumer Healthcare Inc.COM1,224$72.7K0.1%+1,224NewHistory
DRIDarden Restaurants IncCOM436$72.8K0.1%+436NewHistory
ONOn Semiconductor CorpStock773$73.1K0.1%+773NewHistory
PGRProgressive CorpStock555$73.5K0.1%+555NewHistory
IMGNImmunoGen, Inc.COM3,912$73.8K0.1%+3,912NewHistory
AONAon plcCL A214$73.9K0.1%+214NewHistory
CPBCAMPBELL'S CoCOM1,619$74.0K0.1%+1,619NewHistory
CCRNCross Country Healthcare IncCOM2,640$74.1K0.1%+2,640NewHistory
FMCFMC CorpCOM NEW712$74.3K0.1%+712NewHistory
SNPSSynopsys IncCOM171$74.5K0.1%+171NewHistory
ADUSAddus HomeCare CorpCOM810$75.1K0.1%+810NewHistory
MODModine Manufacturing CoCOM2,278$75.2K0.1%+2,278NewHistory
PSNParsons CorpCOM1,565$75.3K0.1%+1,565NewHistory
Alps ETF Tr00162Q452ALERIAN MLP1,925$75.5K0.1%+1,925New–
CCitigroup IncStock1,674$77.1K0.1%+1,674NewHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM1,178$77.2K0.1%+1,178NewHistory
ATIAti IncStock1,749$77.4K0.1%+1,749NewHistory
ANETArista Networks, Inc.COM480$77.8K0.1%+480NewHistory
CARSCars.com Inc.COM3,959$78.5K0.1%+3,959NewHistory
AREAlexandria Real Estate Equities, Inc.COM703$79.8K0.1%+703NewHistory
METAMeta Platforms, Inc.Stock281$80.6K0.1%+281NewHistory
BDCBelden Inc.COM847$81.0K0.1%+847NewHistory
AMNAmn Healthcare Services IncCOM745$81.3K0.1%+745NewHistory
CBChubb LtdStock424$81.6K0.1%+424NewHistory
STRSitio Royalties Corp.CLASS A COM3,120$82.0K0.1%+3,120NewHistory
PLABPhotronics IncCOM3,201$82.6K0.1%+3,201NewHistory
ETSYEtsy IncCOM978$82.7K0.1%+978NewHistory
TTSHTile Shop Holdings, Inc.COM15,000$83.1K0.1%+15,000NewHistory
DHIHorton D R IncCOM700$85.2K0.1%+700NewHistory
ACNAccenture plcStock283$87.3K0.1%+283NewHistory
RTXRTX CorpStock894$87.6K0.1%+894NewHistory
GOOGLAlphabet Inc.Stock735$88.0K0.1%+735NewHistory
KHCKraft Heinz CoStock2,484$88.2K0.1%+2,484NewHistory
GOOGAlphabet Inc.Stock739$89.4K0.1%+739NewHistory
OMCOmnicom Group Inc.COM947$90.1K0.1%+947NewHistory
HSYHershey CoCOM362$90.4K0.1%+362NewHistory
GRBKGreen Brick Partners, Inc.COM1,608$91.3K0.1%+1,608NewHistory
HUMHumana IncStock207$92.6K0.1%+207NewHistory
PLDPrologis, Inc.REIT759$93.1K0.1%+759NewHistory
IPGInterpublic Group of Companies, Inc.COM2,560$98.8K0.1%+2,560NewHistory
BKNGBooking Holdings Inc.Stock37$99.9K0.1%+37NewHistory
TRVTravelers Companies, Inc.Stock603$104.7K0.1%+603NewHistory
OIO-I Glass, Inc.COM5,002$106.7K0.1%+5,002NewHistory
MSCIMSCI Inc.Stock230$107.9K0.1%+230NewHistory
ABBVAbbVie Inc.Stock804$108.3K0.1%+804NewHistory
IRMDIradimed CorpCOM2,304$110.0K0.1%+2,304NewHistory
FDXFedEx CorpStock445$110.3K0.1%+445NewHistory
SBUXStarbucks CorpStock1,142$113.1K0.1%+1,142NewHistory
CAGConagra Brands Inc.Stock3,378$113.9K0.1%+3,378NewHistory
MPCMarathon Petroleum CorpStock991$115.6K0.1%+991NewHistory
INTUIntuit Inc.Stock256$117.3K0.1%+256NewHistory
EVHEvolent Health, Inc.CL A4,108$124.5K0.1%+4,108NewHistory
KDPKeurig Dr Pepper Inc.COM4,000$125.1K0.1%−17,000−81.0%ReducedHistory
MSFTMicrosoft CorpStock368$125.3K0.1%+368NewHistory
MAMastercard IncStock321$126.2K0.1%+321NewHistory
ADSKAutodesk, Inc.COM618$126.4K0.1%+618NewHistory
ASMLASML Holding NVADR175$126.8K0.1%+175NewHistory
VLOValero Energy CorpStock1,134$133.0K0.1%+1,134NewHistory
iShares Tr464288760US AER DEF ETF1,150$134.2K0.1%+1,150New–
Global X FDS37954Y830GLOBAL X COPPER3,707$139.6K0.1%+3,707New–
VanEck Semiconductor ETF92189F676ETF926$141.0K0.1%+926New–
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,228$145.8K0.1%+2,228New–
BOXBox IncCL A5,092$149.6K0.1%+5,092NewHistory
CSXCSX CorpStock4,618$157.5K0.1%+4,618NewHistory
MMM3M CoStock1,609$161.0K0.1%+1,609NewHistory
iShares Tr464288752US HOME CONS ETF1,934$165.2K0.1%+1,934New–
REGNRegeneron Pharmaceuticals, Inc.COM232$166.7K0.1%+232NewHistory
STERSterling Check Corp.COM15,000$183.9K0.1%+15,000NewHistory

Sold out since Q1 2023 (22)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of West Tower Group, LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
CHRDChord Energy CorpCOM NEW36,000$4.85M4.8%History
ARCHArch Resources, Inc.CL A36,100$4.75M4.7%History
SUSuncor Energy IncStock93,000$2.89M2.9%History
PTENPatterson Uti Energy IncCOM220,700$2.58M2.5%History
GGBGerdau S.A.SPON ADR REP PFD512,000$2.52M2.5%History
CLFCleveland-Cliffs Inc.COM133,600$2.45M2.4%History
VMCVulcan Materials COCOM14,200$2.44M2.4%History
RIORio Tinto PLCADR33,700$2.31M2.3%History
ARAntero Resources CorpCOM100,000$2.31M2.3%History
EQNREquinor ASASPONSORED ADR75,000$2.13M2.1%History
FOXAFox CorpCL A COM59,968$2.04M2.0%History
HUNHuntsman CORPCOM46,500$1.27M1.3%History
SLViShares Silver TrustETF56,100$1.24M1.2%History
LPXLouisiana-Pacific CorpCOM22,800$1.24M1.2%History
PBFPBF Energy Inc.CL A25,000$1.08M1.1%History
LHLabcorp Holdings Inc.COM NEW4,450$1.02M1.0%History
CPECallon Petroleum CoCOM30,000$1.00M1.0%History
NDAQNasdaq, Inc.COM18,300$1.00M1.0%History
TSTenaris SASPONSORED ADS35,000$994.7K1.0%History
WHWyndham Hotels & Resorts, Inc.COM11,800$800.6K0.8%History
ACVAACV Auctions Inc.COM CL A40,000$516.4K0.5%History
FCXFreeport-McMoran IncStock500$20.5K<0.1%History