13F COMBINATION REPORT
West Tower Group, LLC
Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0001965819-26-000001
Total Value
$44.4M
Positions
80
Other Managers
1
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ENHABIT INC | EHAB | 375,142 | $3.5M | 7.79% |
| 2 | PERRIGO CO PLC | PRGO | 242,955 | $3.4M | 7.61% |
| 3 | PRIMORIS SVCS CORP | 74164F103 | 21,000 | $2.6M | 5.87% |
| 4 | WARNER BROS DISCOVERY INC | WBD | 65,030 | $1.9M | 4.22% |
| 5 | REDDIT INC | RDDT | 6,600 | $1.5M | 3.42% |
| 6 | ROKU INC | ROKU | 13,450 | $1.5M | 3.29% |
| 7 | ONESPAWORLD HOLDINGS LIMITED | OSW | 61,400 | $1.3M | 2.87% |
| 8 | EXLSERVICE HOLDINGS INC | EXLS | 27,700 | $1.2M | 2.65% |
| 9 | TYLER TECHNOLOGIES INC | TYL | 2,575 | $1.2M | 2.63% |
| 10 | ARCOS DORADOS HOLDINGS INC | ARCO | 158,736 | $1.2M | 2.62% |
| 11 | SILICON MOTION TECHNOLOGY CO | SIMO | 12,300 | $1.1M | 2.57% |
| 12 | JACOBS SOLUTIONS INC | J | 8,000 | $1.1M | 2.39% |
| 13 | LYFT INC | LYFT | 45,000 | $871,650 | 1.96% |
| 14 | NEWS CORP NEW | NWSLL | 32,454 | $847,698 | 1.91% |
| 15 | CABOT CORP | CBT | 11,235 | $744,656 | 1.68% |
| 16 | LIBERTY MEDIA CORP DEL | FWONB | 7,000 | $689,570 | 1.55% |
| 17 | OCEANEERING INTL INC | 675232102 | 27,000 | $648,810 | 1.46% |
| 18 | PRIMORIS SVCS CORP | 74164F103 | 5,200 | $645,528 | 1.45% |
| 19 | INTERNATIONAL BUSINESS MACHS | INTR | 2,000 | $592,420 | 1.33% |
| 20 | FERROGLOBE PLC | GSM | 125,285 | $581,322 | 1.31% |
| 21 | VANECK ETF TRUST | 92189H957 | 50 | $531,935 | 1.20% |
| 22 | DROPBOX INC | DBX | 17,520 | $487,056 | 1.10% |
| 23 | AMAZON COM INC | AMZN | 2,000 | $461,640 | 1.04% |
| 24 | REDDIT INC | RDDT | 2,000 | $459,740 | 1.04% |
| 25 | ORION S.A. | OEC | 86,538 | $456,921 | 1.03% |
| 26 | DREAM FINDERS HOMES INC | DFH | 25,789 | $440,992 | 0.99% |
| 27 | VANECK ETF TRUST | 92189F956 | 50 | $414,488 | 0.93% |
| 28 | APPLE INC | AAPL | 1,500 | $407,790 | 0.92% |
| 29 | INTEL CORP | INTC | 10,000 | $369,000 | 0.83% |
| 30 | TWILIO INC | TWLO | 2,500 | $355,600 | 0.80% |
| 31 | META PLATFORMS INC | META | 500 | $330,045 | 0.74% |
| 32 | NXP SEMICONDUCTORS N V | NXPI | 1,500 | $325,590 | 0.73% |
| 33 | ZETA GLOBAL HOLDINGS CORP | ZETA | 15,000 | $305,250 | 0.69% |
| 34 | ISHARES TR | 464287556 | 1,800 | $303,786 | 0.68% |
| 35 | STANLEY BLACK & DECKER INC | SWK | 4,000 | $297,120 | 0.67% |
| 36 | VALERO ENERGY CORP | VLO | 1,800 | $293,022 | 0.66% |
| 37 | QUALCOMM INC | QCOM | 1,700 | $290,785 | 0.65% |
| 38 | GLOBAL X FDS | 37954Y830 | 4,000 | $287,160 | 0.65% |
| 39 | PEPSICO INC | PEP | 2,000 | $287,040 | 0.65% |
| 40 | BUNGE GLOBAL SA | BG | 3,200 | $285,056 | 0.64% |
| 41 | ISHARES INC | 464286400 | 8,900 | $282,753 | 0.64% |
| 42 | OMNICOM GROUP INC | OMC | 3,500 | $282,625 | 0.64% |
| 43 | HALLIBURTON CO | HAL | 10,000 | $282,600 | 0.64% |
| 44 | APA CORPORATION | APA | 11,500 | $281,290 | 0.63% |
| 45 | VANECK ETF TRUST | 92189H805 | 3,800 | $280,896 | 0.63% |
| 46 | ISHARES TR | 464287184 | 7,300 | $279,517 | 0.63% |
| 47 | ISHARES TR | 464288224 | 17,000 | $279,310 | 0.63% |
| 48 | UNION PAC CORP | UNP | 1,200 | $277,584 | 0.63% |
| 49 | PPG INDS INC | 693506107 | 2,700 | $276,642 | 0.62% |
| 50 | KINDER MORGAN INC DEL | EP-PC | 10,000 | $274,900 | 0.62% |
| 51 | VANECK ETF TRUST | 92189F106 | 3,200 | $274,464 | 0.62% |
| 52 | SPROTT FDS TR | SII | 5,000 | $274,450 | 0.62% |
| 53 | CHEVRON CORP NEW | CVX | 1,800 | $274,338 | 0.62% |
| 54 | HERSHEY CO | HSY | 1,500 | $272,970 | 0.61% |
| 55 | SPDR SERIES TRUST | 78464A714 | 3,200 | $272,928 | 0.61% |
| 56 | BILL HOLDINGS INC | BILL | 5,000 | $272,700 | 0.61% |
| 57 | BECTON DICKINSON & CO | BDX | 1,400 | $271,698 | 0.61% |
| 58 | INVESCO EXCH TRADED FD TR II | IVZ | 5,500 | $270,160 | 0.61% |
| 59 | GILEAD SCIENCES INC | GILD | 2,200 | $270,028 | 0.61% |
| 60 | ARK ETF TR | 00214Q302 | 9,300 | $269,421 | 0.61% |
| 61 | SPDR SERIES TRUST | 78464A755 | 2,600 | $269,386 | 0.61% |
| 62 | SELECT SECTOR SPDR TR | 81369Y506 | 6,000 | $268,260 | 0.60% |
| 63 | SPDR SERIES TRUST | 78464A870 | 2,200 | $268,246 | 0.60% |
| 64 | SALESFORCE INC | CRM | 1,000 | $264,910 | 0.60% |
| 65 | CONOCOPHILLIPS | COP | 2,800 | $262,108 | 0.59% |
| 66 | AMGEN INC | AMGN | 800 | $261,848 | 0.59% |
| 67 | STMICROELECTRONICS N V | STMEF | 10,000 | $259,400 | 0.58% |
| 68 | NOKIA CORP | NOKBF | 40,000 | $258,800 | 0.58% |
| 69 | SPDR SERIES TRUST | 78464A888 | 2,500 | $257,400 | 0.58% |
| 70 | NEXTERA ENERGY INC | NEE-PW | 3,200 | $256,896 | 0.58% |
| 71 | NVIDIA CORPORATION | NVDA | 1,309 | $244,129 | 0.55% |
| 72 | ATLASSIAN CORPORATION | TEAM | 1,500 | $243,210 | 0.55% |
| 73 | PALO ALTO NETWORKS INC | PANW | 1,250 | $230,250 | 0.52% |
| 74 | SHOPIFY INC | SHOP | 1,400 | $225,358 | 0.51% |
| 75 | CORNING INC | GLW | 2,500 | $218,900 | 0.49% |
| 76 | BROADCOM INC | AVGO | 600 | $207,660 | 0.47% |
| 77 | TARGET CORP | TGT | 2,100 | $205,275 | 0.46% |
| 78 | FRESHWORKS INC | FRSH | 15,000 | $183,750 | 0.41% |
| 79 | PELOTON INTERACTIVE INC | PTON | 20,000 | $123,200 | 0.28% |
| 80 | SEALSQ CORP | LAES | 23,500 | $88,830 | 0.20% |