West Tower Group, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
West Tower Group, LLC disclosed 32 US equity positions worth $32.0m in its Q1 2026 13F filing. The largest position was ENHABIT INC at 15.9% of the reported book, followed by PRGO and PRIM.
What did West Tower Group, LLC own in Q1 2026? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ENHABIT INC | 15.9% | $5.1m | 361,009 | – | ||
| 2 | PRGO PERRIGO CO PLC | Healthcare | 11.8% | $3.8m | 352,522 | – | |
| 3 | PRIM PRIMORIS SVCS CORP | Industrials | 11.8% | $3.8m | 26,372 | – | |
| 4 | NWSA NEWS CORP NEW | Communication Services | 6.7% | $2.2m | 86,359 | – | |
| 5 | LYFT LYFT INC | Technology | 5.7% | $1.8m | 138,432 | – | |
| 6 | OSW ONESPAWORLD HOLDINGS LIMITED | Consumer Cyclical | 4.6% | $1.5m | 63,867 | – | |
| 7 | ROKU ROKU INC | Communication Services | 3.8% | $1.2m | 12,950 | – | |
| 8 | GNRC GENERAC HLDGS INC | Industrials | 3.7% | $1.2m | 6,000 | – | |
| 9 | RDDT REDDIT INC | Communication Services | 3.7% | $1.2m | 8,700 | – | |
| 10 | WBD WARNER BROS DISCOVERY INC | Communication Services | 3.6% | $1.2m | 41,915 | – | |
| 11 | J JACOBS SOLUTIONS INC | Industrials | 3.6% | $1.1m | 9,000 | – | |
| 12 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 3.1% | $1.0m | 8,953 | – | |
| 13 | ARCO ARCOS DORADOS HLDGS INC | Consumer Cyclical | 2.8% | $906.3k | 109,859 | – | |
| 14 | AAPL APPLE INC | Technology | 2.4% | $761.4k | 3,000 | – | |
| 15 | GSM FERROGLOBE PLC | Basic Materials | 1.6% | $516.2k | 125,285 | – | |
| 16 | FIG FIGMA INC | Technology | 1.4% | $443.9k | 21,000 | – | |
| 17 | CBT CABOT CORP | Basic Materials | 1.4% | $441.4k | 5,861 | – | |
| 18 | INTC INTEL CORP | Technology | 1.4% | $441.3k | 10,000 | – | |
| 19 | SYM SYMBOTIC INC | Industrials | 1.2% | $372.4k | 7,000 | – | |
| 20 | TYL TYLER TECHNOLOGIES INC | Technology | 1.1% | $350.9k | 1,025 | – | |
| 21 | AMZN AMAZON COM INC | Consumer Cyclical | 1.0% | $312.4k | 1,500 | – | |
| 22 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.0% | $305.1k | 1,500 | – | |
| 23 | MWH SOLV ENERGY INC | Utilities | 0.8% | $270.3k | 9,000 | – | |
| 24 | EXLS EXLSERVICE HLDGS INC | Technology | 0.8% | $264.9k | 8,700 | – | |
| 25 | ABNB AIRBNB INC | Consumer Cyclical | 0.8% | $252.6k | 2,000 | – | |
| 26 | IBM INTERNATIONAL BUSINESS MACHS | Technology | 0.8% | $242.4k | 1,000 | – | |
| 27 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 0.7% | $237.0k | 1,200 | – | |
| 28 | CRM SALESFORCE INC | Technology | 0.7% | $224.0k | 1,200 | – | |
| 29 | NOK NOKIA CORP | Technology | 0.6% | $201.0k | 25,000 | – | |
| 30 | ALKT ALKAMI TECHNOLOGY INC | Technology | 0.6% | $188.0k | 12,000 | – | |
| 31 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 0.5% | $171.6k | 40,000 | – | |
| 32 | ZETA ZETA GLOBAL HOLDINGS CORP | Technology | 0.5% | $159.2k | 10,000 | – |
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.