13F COMBINATION REPORT
West Tower Group, LLC
Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001965819-25-000006
Total Value
$46.1M
Positions
77
Other Managers
1
Confidential Omitted
No
Holdings (77)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PERRIGO CO PLC | PRGO | 118,914 | $3.2M | 6.89% |
| 2 | WARNER BROS DISCOVERY INC | WBD | 275,170 | $3.2M | 6.84% |
| 3 | ENHABIT INC | EHAB | 285,142 | $2.7M | 5.96% |
| 4 | PRIMORIS SVCS CORP | 74164F103 | 23,000 | $1.8M | 3.89% |
| 5 | ISHARES TR | 464287168 | 13,000 | $1.7M | 3.74% |
| 6 | ARCOS DORADOS HOLDINGS INC | ARCO | 196,000 | $1.5M | 3.35% |
| 7 | GAP INC | GAP | 60,000 | $1.3M | 2.84% |
| 8 | TYLER TECHNOLOGIES INC | TYL | 2,175 | $1.3M | 2.80% |
| 9 | ONESPAWORLD HOLDINGS LIMITED | OSW | 61,400 | $1.3M | 2.72% |
| 10 | ORION S.A. | OEC | 110,649 | $1.2M | 2.52% |
| 11 | NEWS CORP NEW | NWSLL | 38,454 | $1.1M | 2.48% |
| 12 | EXLSERVICE HOLDINGS INC | EXLS | 24,700 | $1.1M | 2.35% |
| 13 | SILICON MOTION TECHNOLOGY CO | SIMO | 12,300 | $924,591 | 2.01% |
| 14 | JACOBS SOLUTIONS INC | J | 7,000 | $920,150 | 2.00% |
| 15 | LYFT INC | LYFT | 56,000 | $882,560 | 1.91% |
| 16 | META PLATFORMS INC | META | 1,100 | $811,899 | 1.76% |
| 17 | DAKTRONICS INC | DAKT | 40,000 | $604,800 | 1.31% |
| 18 | DREAM FINDERS HOMES INC | DFH | 23,000 | $577,990 | 1.25% |
| 19 | ROKU INC | ROKU | 6,500 | $571,285 | 1.24% |
| 20 | OCEANEERING INTL INC | 675232102 | 27,000 | $559,440 | 1.21% |
| 21 | BROADCOM INC | AVGO | 2,000 | $551,300 | 1.20% |
| 22 | MACYS INC | 55616P104 | 43,485 | $507,035 | 1.10% |
| 23 | DROPBOX INC | DBX | 17,520 | $501,072 | 1.09% |
| 24 | REDDIT INC | RDDT | 3,200 | $481,824 | 1.05% |
| 25 | VERTEX INC | VERX | 13,000 | $459,355 | 1.00% |
| 26 | SYSCO CORP | SYY | 6,000 | $454,440 | 0.99% |
| 27 | GAP INC | GAP | 20,200 | $440,562 | 0.96% |
| 28 | PEPSICO INC | PEP | 3,300 | $435,732 | 0.95% |
| 29 | VERIZON COMMUNICATIONS INC | VZ | 10,000 | $432,700 | 0.94% |
| 30 | ADVANCED MICRO DEVICES INC | AMD | 3,000 | $425,700 | 0.92% |
| 31 | UNION PAC CORP | UNP | 1,800 | $414,144 | 0.90% |
| 32 | SOUTHERN CO | SOMN | 4,500 | $413,235 | 0.90% |
| 33 | ONEOK INC NEW | OKE | 5,000 | $408,150 | 0.89% |
| 34 | UNITED PARCEL SERVICE INC | UPS | 4,000 | $403,760 | 0.88% |
| 35 | DUKE ENERGY CORP NEW | DUKB | 3,400 | $401,200 | 0.87% |
| 36 | PROCTER AND GAMBLE CO | 742718109 | 2,500 | $398,300 | 0.86% |
| 37 | JOHNSON & JOHNSON | JNJ | 2,600 | $397,150 | 0.86% |
| 38 | KEURIG DR PEPPER INC | KDP | 12,000 | $396,720 | 0.86% |
| 39 | BECTON DICKINSON & CO | BDX | 2,300 | $396,175 | 0.86% |
| 40 | DOMINION ENERGY INC | D | 7,000 | $395,640 | 0.86% |
| 41 | ILLINOIS TOOL WKS INC | 452308109 | 1,600 | $395,600 | 0.86% |
| 42 | TARGET CORP | TGT | 4,000 | $394,600 | 0.86% |
| 43 | KIMBERLY-CLARK CORP | KMB | 3,000 | $386,760 | 0.84% |
| 44 | COLGATE PALMOLIVE CO | CL | 4,200 | $381,780 | 0.83% |
| 45 | MERCK & CO INC | MRK | 4,700 | $372,052 | 0.81% |
| 46 | LOCKHEED MARTIN CORP | LMT | 800 | $370,512 | 0.80% |
| 47 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 8,000 | $370,320 | 0.80% |
| 48 | ALPHABET INC | GOOG | 2,000 | $352,460 | 0.76% |
| 49 | CONAGRA BRANDS INC | CAG | 17,000 | $347,990 | 0.75% |
| 50 | DATADOG INC | DDOG | 2,500 | $335,825 | 0.73% |
| 51 | MARVELL TECHNOLOGY INC | MRVL | 4,000 | $309,600 | 0.67% |
| 52 | PALO ALTO NETWORKS INC | PANW | 1,500 | $306,960 | 0.67% |
| 53 | THE CAMPBELLS COMPANY | CPB | 10,000 | $306,500 | 0.66% |
| 54 | SAP SE | SAPGF | 1,000 | $304,100 | 0.66% |
| 55 | SHIFT4 PMTS INC | 82452J109 | 3,000 | $297,330 | 0.64% |
| 56 | SILICON LABORATORIES INC | SLAB | 2,000 | $294,720 | 0.64% |
| 57 | CISCO SYS INC | CSCO | 4,000 | $277,520 | 0.60% |
| 58 | MAPLEBEAR INC | CART | 6,000 | $271,440 | 0.59% |
| 59 | KLA CORP | KLAC | 300 | $268,722 | 0.58% |
| 60 | NETFLIX INC | NFLX | 200 | $267,826 | 0.58% |
| 61 | NXP SEMICONDUCTORS N V | NXPI | 1,200 | $262,188 | 0.57% |
| 62 | CYBERARK SOFTWARE LTD | M2682V108 | 600 | $244,128 | 0.53% |
| 63 | STMICROELECTRONICS N V | STMEF | 8,000 | $243,280 | 0.53% |
| 64 | INTERNATIONAL BUSINESS MACHS | INTR | 800 | $235,824 | 0.51% |
| 65 | SPOTIFY TECHNOLOGY S A | SPOT | 300 | $230,202 | 0.50% |
| 66 | REDDIT INC | RDDT | 1,500 | $225,855 | 0.49% |
| 67 | HUT 8 CORP | HUT | 12,000 | $223,200 | 0.48% |
| 68 | COHERENT CORP | COHR | 2,500 | $223,025 | 0.48% |
| 69 | ORACLE CORP | ORCL-PD | 1,000 | $218,630 | 0.47% |
| 70 | GMS INC | 36251C103 | 2,000 | $217,500 | 0.47% |
| 71 | MONGODB INC | MDB | 1,000 | $209,990 | 0.46% |
| 72 | PELOTON INTERACTIVE INC | PTON | 30,000 | $208,200 | 0.45% |
| 73 | PALANTIR TECHNOLOGIES INC | PLTR | 1,500 | $204,480 | 0.44% |
| 74 | PRIMORIS SVCS CORP | 74164F103 | 2,600 | $202,644 | 0.44% |
| 75 | ETSY INC | ETSY | 4,000 | $200,640 | 0.44% |
| 76 | ROKU INC | ROKU | 1,500 | $131,835 | 0.29% |
| 77 | NAVITAS SEMICONDUCTOR CORP | NVTS | 10,000 | $65,500 | 0.14% |