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Livermore
Livermore
ZHEN

West Tower Group, LLC

SEC CIK
0001965819
Latest filing
Jul 31, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 29, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
32
−44 vs. Q4 2025
Portfolio value
$32.0M
−$11.4M (−26.3%) vs. Q4 2025
Filed
Apr 29, 2026
SEC
Holdings of West Tower Group, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
EHABEnhabit, Inc.COM361,009$5.09M15.9%−14,133−3.8%ReducedHistory
PRGOPERRIGO Co plcSHS352,522$3.79M11.8%+109,567+45.1%AddedHistory
PRIMPrimoris Services CorpStock26,372$3.77M11.8%+172+0.7%AddedHistory
NWSANews CorpCL A86,359$2.15M6.7%+53,905+166.1%AddedHistory
LYFTLyft, Inc.CL A COM138,432$1.84M5.7%+93,432+207.6%AddedHistory
OSWOnespaworld Holdings LtdCOM63,867$1.47M4.6%+2,467+4.0%AddedHistory
ROKURoku, IncCOM CL A12,950$1.23M3.8%−500−3.7%ReducedHistory
GNRCGenerac Holdings Inc.Stock6,000$1.17M3.7%+6,000NewHistory
RDDTReddit, Inc.Stock8,700$1.17M3.7%+100+1.2%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock41,915$1.15M3.6%−23,115−35.5%ReducedHistory
JJacobs Solutions Inc.COM9,000$1.15M3.6%+1,000+12.5%AddedHistory
SIMOSilicon Motion Technology CORPSPONSORED ADR8,953$1.01M3.1%−3,347−27.2%ReducedHistory
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -109,859$906.3K2.8%−48,877−30.8%ReducedHistory
AAPLApple Inc.Stock3,000$761.4K2.4%+1,500+100.0%AddedHistory
GSMFerroglobe PLCSHS125,285$516.2K1.6%00.0%UnchangedHistory
FIGFigma, Inc.Stock21,000$443.9K1.4%+21,000NewHistory
CBTCabot CorpCOM5,861$441.4K1.4%−5,374−47.8%ReducedHistory
INTCIntel CorpStock10,000$441.3K1.4%00.0%UnchangedHistory
SYMSymbotic Inc.Stock7,000$372.4K1.2%+7,000NewHistory
TYLTyler Technologies IncCOM1,025$350.9K1.1%−1,550−60.2%ReducedHistory
AMZNAmazon Com IncStock1,500$312.4K1.0%−500−25.0%ReducedHistory
AMDAdvanced Micro Devices IncStock1,500$305.1K1.0%+1,500NewHistory
MWHSOLV Energy, Inc.COM SHS CL A9,000$270.3K0.8%+9,000NewHistory
EXLSExlService Holdings, Inc.COM8,700$264.9K0.8%−19,000−68.6%ReducedHistory
ABNBAirbnb, Inc.Stock2,000$252.6K0.8%+2,000NewHistory
IBMInternational Business Machines CorpStock1,000$242.4K0.8%−1,000−50.0%ReducedHistory
TTWOTake Two Interactive Software IncCOM1,200$237.0K0.7%+1,200NewHistory
CRMSalesforce, Inc.Stock1,200$224.0K0.7%+200+20.0%AddedHistory
NOKNokia CorpSPONSORED ADR25,000$201.0K0.6%−15,000−37.5%ReducedHistory
ALKTAlkami Technology, Inc.Stock12,000$188.0K0.6%+12,000NewHistory
PTONPeloton Interactive, Inc.CL A COM40,000$171.6K0.5%+20,000+100.0%AddedHistory
ZETAZeta Global Holdings Corp.CL A10,000$159.2K0.5%−5,000−33.3%ReducedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of West Tower Group, LLC in Q1 2026
SecurityClassPutsCalls
Peloton Interactive Inc70614W900CALL–$12.9K

Sold out since Q4 2025 (52)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of West Tower Group, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
FWONKLiberty Media CorpCOM LBTY ONE S C7,000$689.6K1.6%History
OIIOceaneering International IncStock27,000$648.8K1.5%History
DBXDropbox, Inc.CL A17,520$487.1K1.1%History
OECOrion S.A.COM86,538$456.9K1.1%History
DFHDream Finders Homes, Inc.COM CL A25,789$441.0K1.0%History
TWLOTwilio IncCL A2,500$355.6K0.8%History
METAMeta Platforms, Inc.Stock500$330.0K0.8%History
NXPINXP Semiconductors N.V.COM1,500$325.6K0.7%History
iShares Tr464287556ISHARES BIOTECH1,800$303.8K0.7%–
SWKStanley Black & Decker, Inc.COM4,000$297.1K0.7%History
VLOValero Energy CorpStock1,800$293.0K0.7%History
QCOMQualcomm IncStock1,700$290.8K0.7%History
Global X FDS37954Y830GLOBAL X COPPER4,000$287.2K0.7%–
PEPPepsiCo IncStock2,000$287.0K0.7%History
BGBunge Global SACOM SHS3,200$285.1K0.7%History
iShares Inc464286400MSCI BRAZIL ETF8,900$282.8K0.7%–
OMCOmnicom Group Inc.COM3,500$282.6K0.7%History
HALHalliburton CoStock10,000$282.6K0.7%History
APAAPA CorpStock11,500$281.3K0.6%History
VanEck ETF Trust92189H805RARE EARTH AND S3,800$280.9K0.6%–
iShares Tr464287184CHINA LG-CAP ETF7,300$279.5K0.6%–
iShares Global Clean Energy ETF464288224ETF17,000$279.3K0.6%–
UNPUnion Pacific CorpStock1,200$277.6K0.6%History
PPGPPG Industries IncStock2,700$276.6K0.6%History
KMIKinder Morgan, Inc.Stock10,000$274.9K0.6%History
VanEck ETF Trust92189F106GOLD MINERS ETF3,200$274.5K0.6%–
Sprott FDS Tr85208P303URANIUM MINERS E5,000$274.4K0.6%–
CVXChevron CorpStock1,800$274.3K0.6%History
HSYHershey CoCOM1,500$273.0K0.6%History
SPDR Series Trust78464A714ST STR SP RETAIL3,200$272.9K0.6%–
BILLBILL Holdings, Inc.Stock5,000$272.7K0.6%History
BDXBecton Dickinson & CoStock1,400$271.7K0.6%History
Invesco Exch Traded FD Tr II46138G706SOLAR ETF5,500$270.2K0.6%–
GILDGilead Sciences, Inc.Stock2,200$270.0K0.6%History
ARK ETF Tr00214Q302GENOMIC REV ETF9,300$269.4K0.6%–
SPDR Series Trust78464A755ST STR SP METAL2,600$269.4K0.6%–
State Street Energy Select Sector SPDR ETF81369Y506ETF6,000$268.3K0.6%–
State Street SPDR S&P Biotech ETF78464A870ETF2,200$268.2K0.6%–
COPConocoPhillipsStock2,800$262.1K0.6%History
AMGNAmgen IncStock800$261.8K0.6%History
STMSTMicroelectronics N.V.NY REGISTRY10,000$259.4K0.6%History
State Street SPDR S&P Homebuilders ETF78464A888ETF2,500$257.4K0.6%–
NEENextera Energy IncStock3,200$256.9K0.6%History
NVDANVIDIA CorpStock1,309$244.1K0.6%History
TEAMAtlassian CorpCL A1,500$243.2K0.6%History
PANWPalo Alto Networks IncStock1,250$230.3K0.5%History
SHOPShopify Inc.Stock1,400$225.4K0.5%History
GLWCorning IncCOM2,500$218.9K0.5%History
AVGOBroadcom Inc.Stock600$207.7K0.5%History
TGTTarget CorpStock2,100$205.3K0.5%History
FRSHFreshworks Inc.Stock15,000$183.8K0.4%History
LAESSEALSQ CorpORD SHS23,500$88.8K0.2%History