13F COMBINATION REPORT
West Tower Group, LLC
Quarter ended Q3 2025 · Filed October 16, 2025 · Accession 0001965819-25-000007
Total Value
$34.5M
Positions
50
Other Managers
1
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PERRIGO CO PLC | PRGO | 173,241 | $3.9M | 11.18% |
| 2 | ENHABIT INC | EHAB | 375,142 | $3.0M | 8.71% |
| 3 | PRIMORIS SVCS CORP | 74164F103 | 21,700 | $3.0M | 8.63% |
| 4 | WARNER BROS DISCOVERY INC | WBD | 101,977 | $2.0M | 5.77% |
| 5 | ONESPAWORLD HOLDINGS LIMITED | OSW | 61,400 | $1.3M | 3.76% |
| 6 | REDDIT INC | RDDT | 5,500 | $1.3M | 3.66% |
| 7 | EXLSERVICE HOLDINGS INC | EXLS | 27,700 | $1.2M | 3.53% |
| 8 | SILICON MOTION TECHNOLOGY CO | SIMO | 12,300 | $1.2M | 3.38% |
| 9 | TYLER TECHNOLOGIES INC | TYL | 2,175 | $1.1M | 3.30% |
| 10 | ROKU INC | ROKU | 11,000 | $1.1M | 3.19% |
| 11 | ARCOS DORADOS HOLDINGS INC | ARCO | 158,736 | $1.1M | 3.10% |
| 12 | NEWS CORP NEW | NWSLL | 32,454 | $996,662 | 2.89% |
| 13 | LYFT INC | LYFT | 45,000 | $990,450 | 2.87% |
| 14 | JACOBS SOLUTIONS INC | J | 5,700 | $854,202 | 2.47% |
| 15 | ORION S.A. | OEC | 110,649 | $838,719 | 2.43% |
| 16 | INTEL CORP | INTC | 24,300 | $815,265 | 2.36% |
| 17 | PRIMORIS SVCS CORP | 74164F103 | 5,200 | $714,116 | 2.07% |
| 18 | OCEANEERING INTL INC | 675232102 | 27,000 | $669,060 | 1.94% |
| 19 | MARVELL TECHNOLOGY INC | MRVL | 7,500 | $630,525 | 1.83% |
| 20 | DROPBOX INC | DBX | 17,520 | $529,279 | 1.53% |
| 21 | DREAM FINDERS HOMES INC | DFH | 19,951 | $517,130 | 1.50% |
| 22 | DAKTRONICS INC | DAKT | 21,500 | $449,780 | 1.30% |
| 23 | SPOTIFY TECHNOLOGY S A | SPOT | 500 | $349,000 | 1.01% |
| 24 | APPLIED MATLS INC | 038222105 | 1,500 | $307,110 | 0.89% |
| 25 | NUSCALE PWR CORP | NU | 8,000 | $288,000 | 0.83% |
| 26 | DELL TECHNOLOGIES INC | DELL | 2,000 | $283,540 | 0.82% |
| 27 | ISHARES INC | 464286400 | 9,100 | $282,100 | 0.82% |
| 28 | ORACLE CORP | ORCL-PD | 1,000 | $281,240 | 0.81% |
| 29 | ROBLOX CORP | RBLX | 2,000 | $277,040 | 0.80% |
| 30 | REDDIT INC | RDDT | 1,200 | $275,988 | 0.80% |
| 31 | BROADCOM INC | AVGO | 800 | $263,928 | 0.76% |
| 32 | ALPHABET INC | GOOG | 1,000 | $243,100 | 0.70% |
| 33 | ZETA GLOBAL HOLDINGS CORP | ZETA | 12,000 | $238,440 | 0.69% |
| 34 | ARISTA NETWORKS INC | ANET | 1,600 | $233,136 | 0.68% |
| 35 | NXP SEMICONDUCTORS N V | NXPI | 1,000 | $227,730 | 0.66% |
| 36 | VERTIV HOLDINGS CO | VRT | 1,500 | $226,290 | 0.66% |
| 37 | STMICROELECTRONICS N V | STMEF | 8,000 | $226,080 | 0.65% |
| 38 | INTERNATIONAL BUSINESS MACHS | INTR | 800 | $225,728 | 0.65% |
| 39 | SNOWFLAKE INC | SNOW | 1,000 | $225,550 | 0.65% |
| 40 | GITLAB INC | GTLB | 5,000 | $225,400 | 0.65% |
| 41 | PELOTON INTERACTIVE INC | PTON | 25,000 | $225,000 | 0.65% |
| 42 | PAGERDUTY INC | PD | 13,000 | $214,760 | 0.62% |
| 43 | ZSCALER INC | ZS | 700 | $209,762 | 0.61% |
| 44 | CONOCOPHILLIPS | COP | 2,178 | $206,017 | 0.60% |
| 45 | SELECT SECTOR SPDR TR | 81369Y308 | 2,600 | $203,762 | 0.59% |
| 46 | TEMPUS AI INC | TEM | 2,500 | $201,775 | 0.58% |
| 47 | RUMBLE INC | RUMBW | 25,000 | $181,000 | 0.52% |
| 48 | LYFT INC | LYFT | 6,000 | $132,060 | 0.38% |
| 49 | SEALSQ CORP | LAES | 23,500 | $87,890 | 0.25% |
| 50 | SNAP INC | SNAP | 10,000 | $77,100 | 0.22% |