West Tower Group, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
West Tower Group, LLC disclosed 45 US equity positions worth $35.6m in its Q2 2026 13F filing. The largest position was PRGO at 10.3% of the reported book, followed by LYFT and PRIM. Against the Q1 2026 filing, it opened 21 new positions, added to 6 and reduced 12 among the top 45 holdings.
What did West Tower Group, LLC own in Q2 2026? Top 45 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | PRGO PERRIGO CO PLC | Healthcare | 10.3% | $3.7m | 352,522 | 0% | held |
| 2 | LYFT LYFT INC | Technology | 7.5% | $2.7m | 183,929 | 33% | added |
| 3 | PRIM PRIMORIS SVCS CORP | Industrials | 7.2% | $2.6m | 25,972 | -2% | reduced |
| 4 | OSW ONESPAWORLD HOLDINGS LIMITED | Consumer Cyclical | 5.1% | $1.8m | 63,867 | 0% | held |
| 5 | NWSA NEWS CORP NEW | Communication Services | 4.8% | $1.7m | 68,285 | -21% | reduced |
| 6 | ROKU ROKU INC | Communication Services | 4.2% | $1.5m | 10,950 | -15% | reduced |
| 7 | FISV FISERV INC | 4.0% | $1.4m | 29,301 | – | new | |
| 8 | RDDT REDDIT INC | Communication Services | 4.0% | $1.4m | 8,200 | -6% | reduced |
| 9 | STTK SHATTUCK LABS INC | Healthcare | 3.7% | $1.3m | 191,625 | – | new |
| 10 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 3.6% | $1.3m | 3,800 | -58% | reduced |
| 11 | GNRC GENERAC HLDGS INC | Industrials | 3.4% | $1.2m | 4,100 | -32% | reduced |
| 12 | WBD WARNER BROS DISCOVERY INC | Communication Services | 3.1% | $1.1m | 41,915 | 0% | held |
| 13 | CBT CABOT CORP | Basic Materials | 2.7% | $970.0k | 10,681 | 82% | added |
| 14 | ARCO ARCOS DORADOS HLDGS INC | Consumer Cyclical | 2.5% | $885.5k | 109,859 | 0% | held |
| 15 | ADI ANALOG DEVICES INC | Technology | 2.2% | $794.3k | 2,000 | – | new |
| 16 | MWH SOLV ENERGY INC | Utilities | 2.2% | $783.1k | 23,000 | 156% | added |
| 17 | J JACOBS SOLUTIONS INC | Industrials | 2.2% | $781.2k | 6,200 | -31% | reduced |
| 18 | AGX ARGAN INC | Industrials | 1.9% | $678.8k | 850 | – | new |
| 19 | GOOGL ALPHABET INC | Communication Services | 1.5% | $536.1k | 1,500 | – | new |
| 20 | VIXY PROSHARES TR II | 1.5% | $532.2k | 25,000 | – | new | |
| 21 | ROAD CONSTRUCTION PARTNERS INC | 1.4% | $498.8k | 4,200 | – | new | |
| 22 | LRCX LAM RESEARCH CORP | Technology | 1.3% | $476.7k | 1,100 | – | new |
| 23 | CSCO CISCO SYS INC | Technology | 1.3% | $469.8k | 4,000 | – | new |
| 24 | STM STMICROELECTRONICS N V | Technology | 1.3% | $449.3k | 6,000 | – | new |
| 25 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 1.1% | $400.0k | 1,600 | 33% | added |
| 26 | GSM FERROGLOBE PLC | Basic Materials | 1.1% | $398.4k | 125,285 | 0% | held |
| 27 | NXPI NXP SEMICONDUCTORS N V | Technology | 1.0% | $365.3k | 1,300 | – | new |
| 28 | FROG JFROG LTD | Technology | 1.0% | $363.5k | 4,000 | – | new |
| 29 | ABNB AIRBNB INC | Consumer Cyclical | 1.0% | $357.8k | 2,500 | 25% | added |
| 30 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 1.0% | $354.6k | 60,000 | 50% | added |
| 31 | INTC INTEL CORP | Technology | 1.0% | $349.1k | 2,500 | -75% | reduced |
| 32 | TWLO TWILIO INC | Technology | 0.9% | $309.5k | 1,500 | – | new |
| 33 | TYL TYLER TECHNOLOGIES INC | Technology | 0.8% | $299.8k | 1,025 | 0% | held |
| 34 | MRVL MARVELL TECHNOLOGY INC | Technology | 0.8% | $297.9k | 1,000 | – | new |
| 35 | SYM SYMBOTIC INC | Industrials | 0.8% | $292.2k | 6,500 | -7% | reduced |
| 36 | GLW CORNING INC | Technology | 0.7% | $255.4k | 1,000 | – | new |
| 37 | SNOW SNOWFLAKE INC | Technology | 0.7% | $254.5k | 1,000 | – | new |
| 38 | SMTC SEMTECH CORP | Technology | 0.7% | $242.8k | 1,500 | – | new |
| 39 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 0.7% | $241.2k | 250 | – | new |
| 40 | AMZN AMAZON COM INC | Consumer Cyclical | 0.7% | $238.3k | 1,000 | -33% | reduced |
| 41 | HUT HUT 8 CORP | Financial Services | 0.6% | $230.9k | 2,000 | – | new |
| 42 | MOD MODINE MFG CO | Consumer Cyclical | 0.6% | $213.6k | 800 | – | new |
| 43 | REAL THE REALREAL INC | Consumer Cyclical | 0.6% | $203.6k | 17,273 | – | new |
| 44 | AAPL APPLE INC | Technology | 0.6% | $202.6k | 700 | -77% | reduced |
| 45 | ALKT ALKAMI TECHNOLOGY INC | Technology | 0.5% | $181.2k | 10,000 | -17% | reduced |
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.