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Livermore
Livermore
ZHEN

West Tower Group, LLC

SEC CIK
0001965819
Latest filing
Jul 31, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 11, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
76
−37 vs. Q3 2024
Portfolio value
$45.1M
−$1.72M (−3.7%) vs. Q3 2024
Filed
Feb 11, 2025
SEC
Holdings of West Tower Group, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
PRGOPERRIGO Co plcSHS118,914$3.06M6.8%+16,922+16.6%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock255,745$2.70M6.0%−89,876−26.0%ReducedHistory
EHABEnhabit, Inc.COM285,142$2.23M4.9%00.0%UnchangedHistory
OECOrion S.A.COM110,649$1.75M3.9%−3,553−3.1%ReducedHistory
PRIMPrimoris Services CorpStock20,000$1.53M3.4%+20,000NewHistory
MMacy's, Inc.COM73,645$1.25M2.8%+26,659+56.7%AddedHistory
TYLTyler Technologies IncCOM2,050$1.18M2.6%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock13,730$1.17M2.6%−3,313−19.4%ReducedHistory
OSWOnespaworld Holdings LtdCOM55,900$1.11M2.5%−41,117−42.4%ReducedHistory
EXLSExlService Holdings, Inc.COM24,500$1.09M2.4%−6,500−21.0%ReducedHistory
METAMeta Platforms, Inc.Stock1,800$1.05M2.3%+1,000+125.0%AddedHistory
JJacobs Solutions Inc.COM7,000$935.3K2.1%+4,000+133.3%AddedHistory
HPEHewlett Packard Enterprise CoCOM43,400$926.6K2.1%−7,221−14.3%ReducedHistory
GMSGMS Inc.COM10,000$848.3K1.9%−500−4.8%ReducedHistory
LYFTLyft, Inc.CL A COM63,000$812.7K1.8%+22,000+53.7%AddedHistory
DAKTDaktronics IncCOM43,000$725.0K1.6%00.0%UnchangedHistory
OIIOceaneering International IncStock27,000$704.2K1.6%−7,500−21.7%ReducedHistory
AAPLApple Inc.Stock2,500$626.0K1.4%+2,000+400.0%AddedHistory
EAElectronic Arts Inc.COM4,000$585.2K1.3%+4,000NewHistory
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -78,304$570.1K1.3%+78,304NewHistory
GOOGLAlphabet Inc.Stock3,000$567.9K1.3%+3,000NewHistory
MSFTMicrosoft CorpStock1,200$505.8K1.1%+1,200NewHistory
CLColgate Palmolive CoStock5,300$481.8K1.1%+5,300NewHistory
TGTTarget CorpStock3,400$459.6K1.0%+3,400NewHistory
SYYSysco CorpStock6,000$458.8K1.0%+2,500+71.4%AddedHistory
UNPUnion Pacific CorpStock2,000$456.1K1.0%+2,000NewHistory
BDXBecton Dickinson & CoStock2,000$453.7K1.0%+900+81.8%AddedHistory
EXCExelon CorpStock12,000$451.7K1.0%+5,000+71.4%AddedHistory
AESAES CorpStock35,000$450.4K1.0%+35,000NewHistory
MRVLMarvell Technology, Inc.COM4,000$441.8K1.0%−1,000−20.0%ReducedHistory
MRKMerck & Co., Inc.Stock4,400$437.7K1.0%+2,000+83.3%AddedHistory
LMTLockheed Martin CorpStock900$437.3K1.0%+900NewHistory
DBXDropbox, Inc.CL A14,520$436.2K1.0%−15,000−50.8%ReducedHistory
CRMSalesforce, Inc.Stock1,300$434.6K1.0%+1,300NewHistory
GISGeneral Mills IncStock6,800$433.6K1.0%+6,800NewHistory
PSXPhillips 66Stock3,800$432.9K1.0%+1,600+72.7%AddedHistory
KMBKimberly Clark CorpStock3,300$432.4K1.0%+3,300NewHistory
MOSMosaic CoCOM17,500$430.1K1.0%+7,000+66.7%AddedHistory
UPSUnited Parcel Service IncStock3,400$428.7K1.0%+1,300+61.9%AddedHistory
CNPCenterpoint Energy IncCOM13,500$428.4K0.9%+13,500NewHistory
NWSANews CorpCL A15,520$427.4K0.9%−11,865−43.3%ReducedHistory
ADIAnalog Devices IncStock2,000$424.9K0.9%−1,000−33.3%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock3,400$423.3K0.9%+3,400NewHistory
GPCGenuine Parts CoStock3,600$420.3K0.9%+1,600+80.0%AddedHistory
JNJJohnson & JohnsonStock2,900$419.4K0.9%+2,900NewHistory
COPConocoPhillipsStock4,200$416.5K0.9%+1,600+61.5%AddedHistory
YUMYum Brands IncStock3,100$415.9K0.9%+3,100NewHistory
KHCKraft Heinz CoStock13,500$414.6K0.9%+6,000+80.0%AddedHistory
PPGPPG Industries IncStock3,400$406.1K0.9%+1,300+61.9%AddedHistory
MCDMcDonalds CorpStock1,400$405.8K0.9%+400+40.0%AddedHistory
EDConsolidated Edison IncStock4,500$401.5K0.9%+4,500NewHistory
NOKNokia CorpSPONSORED ADR90,000$398.7K0.9%−10,000−10.0%ReducedHistory
BAXBaxter International IncStock13,100$382.0K0.8%+6,400+95.5%AddedHistory
PEPPepsiCo IncStock2,400$364.9K0.8%+800+50.0%AddedHistory
VZVerizon Communications IncStock8,700$347.9K0.8%+8,700NewHistory
DOWDow Inc.Stock8,500$341.1K0.8%+3,100+57.4%AddedHistory
RDDTReddit, Inc.Stock2,000$326.9K0.7%−3,000−60.0%ReducedHistory
KLACKLA CorpCOM NEW500$315.1K0.7%+500NewHistory
MBLYMobileye Global Inc.Stock15,000$298.8K0.7%+15,000NewHistory
CSGPCostar Group, Inc.COM4,000$286.4K0.6%00.0%UnchangedHistory
LSCCLattice Semiconductor CorpCOM5,000$283.3K0.6%+5,000NewHistory
ORCLOracle CorpStock1,500$250.0K0.6%+1,500NewHistory
OKTAOkta, Inc.CL A3,000$236.4K0.5%+3,000NewHistory
GAPGap IncCOM10,000$236.3K0.5%+10,000NewHistory
AVGOBroadcom Inc.Stock1,000$231.8K0.5%+300+42.9%AddedHistory
ARWArrow Electronics, Inc.COM2,000$226.2K0.5%+2,000NewHistory
GTLBGitlab Inc.CLASS A COM4,000$225.4K0.5%+1,000+33.3%AddedHistory
CFLTConfluent, Inc.CLASS A COM8,000$223.7K0.5%+8,000NewHistory
DISWalt Disney CoStock2,000$222.7K0.5%+2,000NewHistory
ANETArista Networks, Inc.Stock2,000$221.1K0.5%00.0%UnchangedConverted for a 4-for-1 splitHistory
ONOn Semiconductor CorpStock3,500$220.7K0.5%+1,500+75.0%AddedHistory
EXTRExtreme Networks IncCOM13,000$217.6K0.5%−2,000−13.3%ReducedHistory
NOWServiceNow, Inc.Stock200$212.0K0.5%−300−60.0%ReducedHistory
FOURShift4 Payments, Inc.CL A2,000$207.6K0.5%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock600$205.3K0.5%+600NewHistory
SNAPSnap IncStock13,000$140.0K0.3%+3,000+30.0%AddedHistory

Sold out since Q3 2024 (66)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of West Tower Group, LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
GPREGreen Plains Inc.COM80,876$1.10M2.3%History
AMDAdvanced Micro Devices IncStock5,000$820.4K1.8%History
TSLATesla, Inc.Stock4,000$784.9K1.7%History
GSMFerroglobe PLCSHS137,291$637.0K1.4%History
LYTSLsi Industries IncCOM34,365$555.0K1.2%History
MGNIMagnite, Inc.COM39,630$548.9K1.2%History
MNDYmonday.com Ltd.SHS1,800$500.0K1.1%History
DRVNDriven Brands Holdings Inc.COM34,671$494.8K1.1%History
NVDANVIDIA CorpStock3,000$485.8K1.0%History
LITELumentum Holdings Inc.COM7,000$443.7K0.9%History
CLMTCalumet, Inc.COM22,799$406.3K0.9%History
CASHPathward Financial, Inc.COM5,990$395.4K0.8%History
CVSCVS Health CorpStock4,800$301.8K0.6%History
NABLN-able, Inc.COMMON STOCK23,000$300.4K0.6%History
EMREmerson Electric CoStock2,700$295.3K0.6%History
VICRVicor CorpCOM7,000$294.7K0.6%History
FASTFastenal CoStock4,000$285.7K0.6%History
SESea LtdSPONSORD ADS3,000$282.8K0.6%History
MPWRMonolithic Power Systems, Inc.COM300$277.4K0.6%History
HRLHormel Foods CorpCOM8,700$275.8K0.6%History
ADMArcher-Daniels-Midland CoStock4,600$274.8K0.6%History
PANWPalo Alto Networks IncStock800$273.4K0.6%History
XOMExxonMobil Holdings CorpCOM2,300$269.6K0.6%History
AMBPArdagh Metal Packaging S.A.SHS71,359$269.0K0.6%History
IPGInterpublic Group of Companies, Inc.COM8,500$268.9K0.6%History
HONHoneywell International IncCOM1,300$268.7K0.6%History
RBLXRoblox CorpStock6,000$265.6K0.6%History
ABTAbbott LaboratoriesStock2,300$262.2K0.6%History
Cyberark Software LtdM2682V108SHS800$233.3K0.5%–
UUnity Software Inc.COM10,000$226.2K0.5%History
ARMArm Holdings PLCADR1,500$214.5K0.5%History
BILLBILL Holdings, Inc.Stock4,000$211.0K0.5%History
TOSTToast, Inc.Stock7,000$198.2K0.4%History
CPNGCoupang, Inc.CL A8,000$196.4K0.4%History
OPALOPAL Fuels Inc.CLASS A COM51,370$187.5K0.4%History
COHRCoherent Corp.COM2,000$177.8K0.4%History
KVYOKlaviyo, Inc.COM SER A5,000$176.9K0.4%History
ANSSAnsys IncCOM550$175.2K0.4%History
CZRCaesars Entertainment, Inc.COM4,180$174.5K0.4%History
DOCSDoximity, Inc.CL A4,000$174.3K0.4%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,000$173.7K0.4%History
TTDTrade Desk, Inc.Stock1,500$164.5K0.4%History
PINSPinterest, Inc.CL A5,000$161.8K0.3%History
DASHDoorDash, Inc.Stock1,000$142.7K0.3%History
NFLXNetflix IncStock200$141.9K0.3%History
MDBMongoDB, Inc.CL A500$135.2K0.3%History
NCNOnCino, Inc.COM4,000$126.4K0.3%History
FSLRFirst Solar, Inc.Stock500$124.7K0.3%History
XPERXperi Inc.COMMON STOCK13,268$122.6K0.3%History
AMKRAmkor Technology, Inc.COM4,000$122.4K0.3%History
RPDRapid7, Inc.COM3,000$119.7K0.3%History
EFXTEnerflex Ltd.COM20,000$119.2K0.3%History
FROGJFrog LtdStock4,000$116.2K0.2%History
ECVTEcovyst Inc.COM16,875$115.6K0.2%History
KDPKeurig Dr Pepper Inc.COM3,000$112.4K0.2%History
STXSeagate Technology Holdings plcORD SHS1,000$109.5K0.2%History
SWISolarWinds CorpCOM7,221$94.2K0.2%History
DOCUDocuSign, Inc.Stock1,500$93.1K0.2%History
SMTCSemtech CorpStock1,800$82.2K0.2%History
DOCNDigitalOcean Holdings, Inc.COM2,000$80.8K0.2%History
UPSTUpstart Holdings, Inc.COM2,000$80.0K0.2%History
Atech (Parent) Resolution Corp.00973N102COM714,429$63.9K0.1%–
SBDSSolo Brands, Inc.COM CL A39,000$55.0K0.1%History
MXMagnachip Semiconductor CorpCOM9,747$45.5K0.1%History
HDSNHudson Technologies IncCOM3,348$27.9K0.1%History
MCHPMicrochip Technology IncStock300$24.1K0.1%History