West Tower Group, LLC
- SEC CIK
- 0001965819
- Latest filing
- Jul 31, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 4, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 76
- +29 vs. Q3 2025
- Portfolio value
- $43.5M
- +$8.95M (+25.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EHABEnhabit, Inc. | COM | 375,142 | $3.46M | 8.0% | 00.0% | Unchanged | History |
| PRGOPERRIGO Co plc | SHS | 242,955 | $3.38M | 7.8% | +69,714+40.2% | Added | History |
| PRIMPrimoris Services Corp | Stock | 26,200 | $3.25M | 7.5% | −700−2.6% | Reduced | History |
| RDDTReddit, Inc. | Stock | 8,600 | $1.98M | 4.5% | +1,900+28.4% | Added | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 65,030 | $1.87M | 4.3% | −36,947−36.2% | Reduced | History |
| ROKURoku, Inc | COM CL A | 13,450 | $1.46M | 3.4% | +2,450+22.3% | Added | History |
| OSWOnespaworld Holdings Ltd | COM | 61,400 | $1.27M | 2.9% | 00.0% | Unchanged | History |
| EXLSExlService Holdings, Inc. | COM | 27,700 | $1.18M | 2.7% | 00.0% | Unchanged | History |
| TYLTyler Technologies Inc | COM | 2,575 | $1.17M | 2.7% | +400+18.4% | Added | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 158,736 | $1.17M | 2.7% | 00.0% | Unchanged | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 12,300 | $1.14M | 2.6% | 00.0% | Unchanged | History |
| JJacobs Solutions Inc. | COM | 8,000 | $1.06M | 2.4% | +2,300+40.4% | Added | History |
| LYFTLyft, Inc. | CL A COM | 45,000 | $871.6K | 2.0% | −6,000−11.8% | Reduced | History |
| NWSANews Corp | CL A | 32,454 | $847.7K | 2.0% | 00.0% | Unchanged | History |
| CBTCabot Corp | COM | 11,235 | $744.7K | 1.7% | +11,235 | New | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 7,000 | $689.6K | 1.6% | +7,000 | New | History |
| OIIOceaneering International Inc | Stock | 27,000 | $648.8K | 1.5% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 2,000 | $592.4K | 1.4% | +1,200+150.0% | Added | History |
| GSMFerroglobe PLC | SHS | 125,285 | $581.3K | 1.3% | +125,285 | New | History |
| DBXDropbox, Inc. | CL A | 17,520 | $487.1K | 1.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,000 | $461.6K | 1.1% | +2,000 | New | History |
| OECOrion S.A. | COM | 86,538 | $456.9K | 1.1% | −24,111−21.8% | Reduced | History |
| DFHDream Finders Homes, Inc. | COM CL A | 25,789 | $441.0K | 1.0% | +5,838+29.3% | Added | History |
| AAPLApple Inc. | Stock | 1,500 | $407.8K | 0.9% | +1,500 | New | History |
| INTCIntel Corp | Stock | 10,000 | $369.0K | 0.8% | −14,300−58.8% | Reduced | History |
| TWLOTwilio Inc | CL A | 2,500 | $355.6K | 0.8% | +2,500 | New | History |
| METAMeta Platforms, Inc. | Stock | 500 | $330.0K | 0.8% | +500 | New | History |
| NXPINXP Semiconductors N.V. | COM | 1,500 | $325.6K | 0.7% | +500+50.0% | Added | History |
| ZETAZeta Global Holdings Corp. | CL A | 15,000 | $305.3K | 0.7% | +3,000+25.0% | Added | History |
| iShares Tr464287556 | ISHARES BIOTECH | 1,800 | $303.8K | 0.7% | +1,800 | New | – |
| SWKStanley Black & Decker, Inc. | COM | 4,000 | $297.1K | 0.7% | +4,000 | New | History |
| VLOValero Energy Corp | Stock | 1,800 | $293.0K | 0.7% | +1,800 | New | History |
| QCOMQualcomm Inc | Stock | 1,700 | $290.8K | 0.7% | +1,700 | New | History |
| Global X FDS37954Y830 | GLOBAL X COPPER | 4,000 | $287.2K | 0.7% | +4,000 | New | – |
| PEPPepsiCo Inc | Stock | 2,000 | $287.0K | 0.7% | +2,000 | New | History |
| BGBunge Global SA | COM SHS | 3,200 | $285.1K | 0.7% | +3,200 | New | History |
| iShares Inc464286400 | MSCI BRAZIL ETF | 8,900 | $282.8K | 0.7% | −200−2.2% | Reduced | – |
| OMCOmnicom Group Inc. | COM | 3,500 | $282.6K | 0.7% | +3,500 | New | History |
| HALHalliburton Co | Stock | 10,000 | $282.6K | 0.7% | +10,000 | New | History |
| APAAPA Corp | Stock | 11,500 | $281.3K | 0.6% | +11,500 | New | History |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 3,800 | $280.9K | 0.6% | +3,800 | New | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 7,300 | $279.5K | 0.6% | +7,300 | New | – |
| iShares Global Clean Energy ETF464288224 | ETF | 17,000 | $279.3K | 0.6% | +17,000 | New | – |
| UNPUnion Pacific Corp | Stock | 1,200 | $277.6K | 0.6% | +1,200 | New | History |
| PPGPPG Industries Inc | Stock | 2,700 | $276.6K | 0.6% | +2,700 | New | History |
| KMIKinder Morgan, Inc. | Stock | 10,000 | $274.9K | 0.6% | +10,000 | New | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 3,200 | $274.5K | 0.6% | +3,200 | New | – |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 5,000 | $274.4K | 0.6% | +5,000 | New | – |
| CVXChevron Corp | Stock | 1,800 | $274.3K | 0.6% | +1,800 | New | History |
| HSYHershey Co | COM | 1,500 | $273.0K | 0.6% | +1,500 | New | History |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 3,200 | $272.9K | 0.6% | +3,200 | New | – |
| BILLBILL Holdings, Inc. | Stock | 5,000 | $272.7K | 0.6% | +5,000 | New | History |
| BDXBecton Dickinson & Co | Stock | 1,400 | $271.7K | 0.6% | +1,400 | New | History |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 5,500 | $270.2K | 0.6% | +5,500 | New | – |
| GILDGilead Sciences, Inc. | Stock | 2,200 | $270.0K | 0.6% | +2,200 | New | History |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 9,300 | $269.4K | 0.6% | +9,300 | New | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 2,600 | $269.4K | 0.6% | +2,600 | New | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,000 | $268.3K | 0.6% | +6,000 | New | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,200 | $268.2K | 0.6% | +2,200 | New | – |
| CRMSalesforce, Inc. | Stock | 1,000 | $264.9K | 0.6% | +1,000 | New | History |
| COPConocoPhillips | Stock | 2,800 | $262.1K | 0.6% | +622+28.6% | Added | History |
| AMGNAmgen Inc | Stock | 800 | $261.8K | 0.6% | +800 | New | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 10,000 | $259.4K | 0.6% | +2,000+25.0% | Added | History |
| NOKNokia Corp | SPONSORED ADR | 40,000 | $258.8K | 0.6% | +40,000 | New | History |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 2,500 | $257.4K | 0.6% | +2,500 | New | – |
| NEENextera Energy Inc | Stock | 3,200 | $256.9K | 0.6% | +3,200 | New | History |
| NVDANVIDIA Corp | Stock | 1,309 | $244.1K | 0.6% | +1,309 | New | History |
| TEAMAtlassian Corp | CL A | 1,500 | $243.2K | 0.6% | +1,500 | New | History |
| PANWPalo Alto Networks Inc | Stock | 1,250 | $230.3K | 0.5% | +1,250 | New | History |
| SHOPShopify Inc. | Stock | 1,400 | $225.4K | 0.5% | +1,400 | New | History |
| GLWCorning Inc | COM | 2,500 | $218.9K | 0.5% | +2,500 | New | History |
| AVGOBroadcom Inc. | Stock | 600 | $207.7K | 0.5% | −200−25.0% | Reduced | History |
| TGTTarget Corp | Stock | 2,100 | $205.3K | 0.5% | +2,100 | New | History |
| FRSHFreshworks Inc. | Stock | 15,000 | $183.8K | 0.4% | +15,000 | New | History |
| PTONPeloton Interactive, Inc. | CL A COM | 20,000 | $123.2K | 0.3% | −5,000−20.0% | Reduced | History |
| LAESSEALSQ Corp | ORD SHS | 23,500 | $88.8K | 0.2% | 00.0% | Unchanged | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| VanEck Vectors ETF Tr92189H957 | PUT | $531.9K | – |
| VanEck Vectors ETF Tr92189F956 | PUT | $414.5K | – |
Sold out since Q3 2025 (19)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| MRVLMarvell Technology, Inc. | COM | 7,500 | $630.5K | 1.8% | History |
| DAKTDaktronics Inc | COM | 21,500 | $449.8K | 1.3% | History |
| SPOTSpotify Technology S.A. | Stock | 500 | $349.0K | 1.0% | History |
| AMATApplied Materials Inc | Stock | 1,500 | $307.1K | 0.9% | History |
| SMRNuscale Power Corp | CL A COM | 8,000 | $288.0K | 0.8% | History |
| DELLDell Technologies Inc. | Stock | 2,000 | $283.5K | 0.8% | History |
| ORCLOracle Corp | Stock | 1,000 | $281.2K | 0.8% | History |
| RBLXRoblox Corp | Stock | 2,000 | $277.0K | 0.8% | History |
| GOOGLAlphabet Inc. | Stock | 1,000 | $243.1K | 0.7% | History |
| ANETArista Networks, Inc. | Stock | 1,600 | $233.1K | 0.7% | History |
| VRTVertiv Holdings Co | COM CL A | 1,500 | $226.3K | 0.7% | History |
| SNOWSnowflake Inc. | Stock | 1,000 | $225.6K | 0.7% | History |
| GTLBGitlab Inc. | CLASS A COM | 5,000 | $225.4K | 0.7% | History |
| PDPagerDuty, Inc. | COM | 13,000 | $214.8K | 0.6% | History |
| ZSZscaler, Inc. | Stock | 700 | $209.8K | 0.6% | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,600 | $203.8K | 0.6% | – |
| TEMTempus AI, Inc. | CL A | 2,500 | $201.8K | 0.6% | History |
| RUMRUM Group Inc. | Stock | 25,000 | $181.0K | 0.5% | History |
| SNAPSnap Inc | Stock | 10,000 | $77.1K | 0.2% | History |