West Tower Group, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
West Tower Group, LLC disclosed 60 US equity positions worth $38.1m in its Q1 2025 13F filing. The largest position was PRGO at 8.8% of the reported book, followed by WBD and ENHABIT INC. Against the Q4 2024 filing, it opened 15 new positions, added to 13 and reduced 13 among the top 50 holdings.
What did West Tower Group, LLC own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | PRGO PERRIGO CO PLC | Healthcare | 8.8% | $3.3m | 118,914 | 0% | held |
| 2 | WBD WARNER BROS DISCOVERY INC | Communication Services | 7.2% | $2.7m | 255,745 | 0% | held |
| 3 | ENHABIT INC | 6.6% | $2.5m | 285,142 | 0% | held | |
| 4 | OEC ORION S.A. | Basic Materials | 3.8% | $1.4m | 110,649 | 0% | held |
| 5 | PRIM PRIMORIS SVCS CORP | Industrials | 3.3% | $1.3m | 22,100 | 10% | added |
| 6 | GAP GAP INC | Consumer Cyclical | 3.2% | $1.2m | 59,000 | 490% | added |
| 7 | TYL TYLER TECHNOLOGIES INC | Technology | 3.2% | $1.2m | 2,075 | 1% | added |
| 8 | ARCO ARCOS DORADOS HOLDINGS INC | Consumer Cyclical | 3.1% | $1.2m | 147,454 | 88% | added |
| 9 | DFH DREAM FINDERS HOMES INC | Consumer Cyclical | 2.7% | $1.0m | 46,000 | – | new |
| 10 | OSW ONESPAWORLD HOLDINGS LIMITED | Consumer Cyclical | 2.7% | $1.0m | 61,400 | 10% | added |
| 11 | EXLS EXLSERVICE HOLDINGS INC | Technology | 2.7% | $1.0m | 21,700 | -11% | reduced |
| 12 | J JACOBS SOLUTIONS INC | Industrials | 2.2% | $846.2k | 7,000 | 0% | held |
| 13 | LYFT LYFT INC | Technology | 2.0% | $759.7k | 64,000 | 2% | added |
| 14 | GMS1EUR GMS INC | 1.9% | $731.7k | 10,000 | 0% | held | |
| 15 | META META PLATFORMS INC | Communication Services | 1.8% | $691.6k | 1,200 | -33% | reduced |
| 16 | OII OCEANEERING INTL INC | Energy | 1.5% | $588.9k | 27,000 | 0% | held |
| 17 | NWSA NEWS CORP NEW | Communication Services | 1.5% | $570.9k | 20,974 | 35% | added |
| 18 | M MACYS INC | Consumer Cyclical | 1.4% | $546.2k | 43,485 | -41% | reduced |
| 19 | DAKT DAKTRONICS INC | Technology | 1.4% | $523.7k | 43,000 | 0% | held |
| 20 | NFLX NETFLIX INC | Communication Services | 1.2% | $466.3k | 500 | – | new |
| 21 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 1.2% | $453.6k | 10,000 | 15% | added |
| 22 | PEP PEPSICO INC | Consumer Defensive | 1.2% | $449.8k | 3,000 | 25% | added |
| 23 | LMT LOCKHEED MARTIN CORP | Industrials | 1.2% | $446.7k | 1,000 | 11% | added |
| 24 | MOS MOSAIC CO NEW | Basic Materials | 1.1% | $432.2k | 16,000 | -9% | reduced |
| 25 | HAL HALLIBURTON CO | Energy | 1.1% | $431.3k | 17,000 | – | new |
| 26 | JNJ JOHNSON & JOHNSON | Healthcare | 1.1% | $431.2k | 2,600 | -10% | reduced |
| 27 | CF CF INDS HLDGS INC | Basic Materials | 1.1% | $429.8k | 5,500 | – | new |
| 28 | KMB KIMBERLY-CLARK CORP | Consumer Defensive | 1.1% | $426.7k | 3,000 | -9% | reduced |
| 29 | CL COLGATE PALMOLIVE CO | Consumer Defensive | 1.1% | $421.6k | 4,500 | -15% | reduced |
| 30 | ROK ROCKWELL AUTOMATION INC | Industrials | 1.1% | $413.4k | 1,600 | – | new |
| 31 | XLK SELECT SECTOR SPDR TR | 1.1% | $413.0k | 2,000 | – | new | |
| 32 | SYY SYSCO CORP | Consumer Defensive | 1.1% | $412.7k | 5,500 | -8% | reduced |
| 33 | BDX BECTON DICKINSON & CO | Healthcare | 1.1% | $412.3k | 1,800 | -10% | reduced |
| 34 | MRK MERCK & CO INC | Healthcare | 1.1% | $403.9k | 4,500 | 2% | added |
| 35 | HONGBP HONEYWELL INTL INC | 1.1% | $402.3k | 1,900 | – | new | |
| 36 | COP CONOCOPHILLIPS | Energy | 1.0% | $399.1k | 3,800 | -10% | reduced |
| 37 | INTC INTEL CORP | Technology | 1.0% | $397.4k | 17,500 | – | new |
| 38 | TXN TEXAS INSTRS INC | Technology | 1.0% | $395.3k | 2,200 | – | new |
| 39 | D DOMINION ENERGY INC | Utilities | 1.0% | $392.5k | 7,000 | – | new |
| 40 | ADM ARCHER DANIELS MIDLAND CO | Consumer Defensive | 1.0% | $384.1k | 8,000 | – | new |
| 41 | PSX PHILLIPS 66 | Energy | 1.0% | $382.8k | 3,100 | -18% | reduced |
| 42 | PPG PPG INDS INC | Basic Materials | 1.0% | $382.7k | 3,500 | 3% | added |
| 43 | GPC GENUINE PARTS CO | Consumer Cyclical | 1.0% | $381.2k | 3,200 | -11% | reduced |
| 44 | LHX L3HARRIS TECHNOLOGIES INC | Industrials | 1.0% | $376.8k | 1,800 | – | new |
| 45 | UPS UNITED PARCEL SERVICE INC | Industrials | 1.0% | $374.0k | 3,400 | 0% | held |
| 46 | OMC OMNICOM GROUP INC | Communication Services | 1.0% | $373.1k | 4,500 | – | new |
| 47 | DBX DROPBOX INC | Technology | 0.9% | $361.1k | 13,520 | -7% | reduced |
| 48 | NUE NUCOR CORP | Basic Materials | 0.9% | $361.0k | 3,000 | – | new |
| 49 | DOW DOW INC | Basic Materials | 0.9% | $349.2k | 10,000 | 18% | added |
| 50 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.9% | $330.0k | 600 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.