West Tower Group, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
West Tower Group, LLC disclosed 76 US equity positions worth $43.5m in its Q4 2025 13F filing. The largest position was ENHABIT INC at 8.0% of the reported book, followed by PRGO and PRIM. Against the Q3 2025 filing, it opened 27 new positions, added to 9 and reduced 6 among the top 50 holdings.
What did West Tower Group, LLC own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ENHABIT INC | 8.0% | $3.5m | 375,142 | 0% | held | |
| 2 | PRGO PERRIGO CO PLC | Healthcare | 7.8% | $3.4m | 242,955 | 40% | added |
| 3 | PRIM PRIMORIS SVCS CORP | Industrials | 7.5% | $3.3m | 26,200 | -3% | reduced |
| 4 | RDDT REDDIT INC | Communication Services | 4.5% | $2.0m | 8,600 | 28% | added |
| 5 | WBD WARNER BROS DISCOVERY INC | Communication Services | 4.3% | $1.9m | 65,030 | -36% | reduced |
| 6 | ROKU ROKU INC | Communication Services | 3.4% | $1.5m | 13,450 | 22% | added |
| 7 | OSW ONESPAWORLD HOLDINGS LIMITED | Consumer Cyclical | 2.9% | $1.3m | 61,400 | 0% | held |
| 8 | EXLS EXLSERVICE HOLDINGS INC | Technology | 2.7% | $1.2m | 27,700 | 0% | held |
| 9 | TYL TYLER TECHNOLOGIES INC | Technology | 2.7% | $1.2m | 2,575 | 18% | added |
| 10 | ARCO ARCOS DORADOS HOLDINGS INC | Consumer Cyclical | 2.7% | $1.2m | 158,736 | 0% | held |
| 11 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 2.6% | $1.1m | 12,300 | 0% | held |
| 12 | J JACOBS SOLUTIONS INC | Industrials | 2.4% | $1.1m | 8,000 | 40% | added |
| 13 | LYFT LYFT INC | Technology | 2.0% | $871.6k | 45,000 | -12% | reduced |
| 14 | NWSA NEWS CORP NEW | Communication Services | 2.0% | $847.7k | 32,454 | 0% | held |
| 15 | CBT CABOT CORP | Basic Materials | 1.7% | $744.7k | 11,235 | – | new |
| 16 | LLYVK LIBERTY MEDIA CORP DEL | 1.6% | $689.6k | 7,000 | – | new | |
| 17 | OII OCEANEERING INTL INC | Energy | 1.5% | $648.8k | 27,000 | 0% | held |
| 18 | IBM INTERNATIONAL BUSINESS MACHS | Technology | 1.4% | $592.4k | 2,000 | 150% | added |
| 19 | GSM FERROGLOBE PLC | Basic Materials | 1.3% | $581.3k | 125,285 | – | new |
| 20 | DBX DROPBOX INC | Technology | 1.1% | $487.1k | 17,520 | 0% | held |
| 21 | AMZN AMAZON COM INC | Consumer Cyclical | 1.1% | $461.6k | 2,000 | – | new |
| 22 | OEC ORION S.A. | Basic Materials | 1.1% | $456.9k | 86,538 | -22% | reduced |
| 23 | DFH DREAM FINDERS HOMES INC | Consumer Cyclical | 1.0% | $441.0k | 25,789 | 29% | added |
| 24 | AAPL APPLE INC | Technology | 0.9% | $407.8k | 1,500 | – | new |
| 25 | INTC INTEL CORP | Technology | 0.8% | $369.0k | 10,000 | -59% | reduced |
| 26 | TWLO TWILIO INC | Technology | 0.8% | $355.6k | 2,500 | – | new |
| 27 | META META PLATFORMS INC | Communication Services | 0.8% | $330.0k | 500 | – | new |
| 28 | NXPI NXP SEMICONDUCTORS N V | Technology | 0.7% | $325.6k | 1,500 | 50% | added |
| 29 | ZETA ZETA GLOBAL HOLDINGS CORP | Technology | 0.7% | $305.2k | 15,000 | 25% | added |
| 30 | IBB ISHARES TR | 0.7% | $303.8k | 1,800 | – | new | |
| 31 | SWK STANLEY BLACK & DECKER INC | Industrials | 0.7% | $297.1k | 4,000 | – | new |
| 32 | VLO VALERO ENERGY CORP | Energy | 0.7% | $293.0k | 1,800 | – | new |
| 33 | QCOM QUALCOMM INC | Technology | 0.7% | $290.8k | 1,700 | – | new |
| 34 | COPX GLOBAL X FDS | 0.7% | $287.2k | 4,000 | – | new | |
| 35 | PEP PEPSICO INC | Consumer Defensive | 0.7% | $287.0k | 2,000 | – | new |
| 36 | BG BUNGE GLOBAL SA | Consumer Defensive | 0.7% | $285.1k | 3,200 | – | new |
| 37 | EWZ ISHARES INC | 0.7% | $282.8k | 8,900 | -2% | reduced | |
| 38 | OMC OMNICOM GROUP INC | Communication Services | 0.7% | $282.6k | 3,500 | – | new |
| 39 | HAL HALLIBURTON CO | Energy | 0.7% | $282.6k | 10,000 | – | new |
| 40 | APA APA CORPORATION | Energy | 0.6% | $281.3k | 11,500 | – | new |
| 41 | REMX VANECK ETF TRUST | 0.6% | $280.9k | 3,800 | – | new | |
| 42 | FXI ISHARES TR | 0.6% | $279.5k | 7,300 | – | new | |
| 43 | ICLN ISHARES TR | 0.6% | $279.3k | 17,000 | – | new | |
| 44 | UNP UNION PAC CORP | Industrials | 0.6% | $277.6k | 1,200 | – | new |
| 45 | PPG PPG INDS INC | Basic Materials | 0.6% | $276.6k | 2,700 | – | new |
| 46 | KMI KINDER MORGAN INC DEL | Energy | 0.6% | $274.9k | 10,000 | – | new |
| 47 | GDX VANECK ETF TRUST | 0.6% | $274.5k | 3,200 | – | new | |
| 48 | URNM SPROTT FDS TR | 0.6% | $274.4k | 5,000 | – | new | |
| 49 | CVX CHEVRON CORP NEW | Energy | 0.6% | $274.3k | 1,800 | – | new |
| 50 | HSY HERSHEY CO | Consumer Defensive | 0.6% | $273.0k | 1,500 | – | 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.