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West Tower Group, LLC Portfolio
$27M across 31 positions as of 2026-09-30, with 68% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+0.5%
-14.0% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
4 of 13
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -6.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +13.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.5% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | -1.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +17.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -5.7% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +8.5% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| PERRIGO CO PLC | $5.2M | 19.3% | 352,522 |
| LYFTLyft Inc | $2M | 7.5% | 134,250 |
| PRIMPrimoris Services Corp | $1.9M | 7.1% | 25,772 |
| ROKURoku Inc | $1.7M | 6.2% | 10,950 |
| GNRCGenerac Holdings Inc | $1.4M | 5.3% | 6,963 |
| SHATTUCK LABS INC | $1.3M | 4.8% | 191,625 |
| ONESPAWORLD HOLDINGS LIMITED | $1.3M | 4.7% | 56,500 |
| SILICON MOTION TECHNOLOGY CO | $1.2M | 4.4% | 4,227 |
| RDDTReddit Inc | $1.2M | 4.3% | 8,200 |
| NWSANews Corp | $1.1M | 4.1% | 38,766 |
| PROSHARES TR II | $847K | 3.1% | 50,000 |
| FISVFiserv Inc | $707.4K | 2.6% | 15,657 |
| SOLV ENERGY INC | $672.6K | 2.5% | 28,000 |
| ABNBAirbnb Inc | $642.6K | 2.4% | 4,000 |
| MYR GROUP INC | $584.9K | 2.2% | 2,000 |
| FERROGLOBE PLC | $560.3K | 2.1% | 140,968 |
| ADIAnalog Devices Inc | $476.1K | 1.8% | 1,200 |
| JJacobs Solutions Inc | $442.1K | 1.6% | 3,268 |
| ROADConstruction Partners Inc | $441.1K | 1.6% | 4,900 |
| URAGlobal X Uranium ETF | $398.5K | 1.5% | 10,000 |
| JANUX THERAPEUTICS INC | $397.4K | 1.5% | 23,000 |
| QCOMQualcomm Inc | $368.1K | 1.4% | 2,000 |
| AGXArgan Inc | $302.4K | 1.1% | 800 |
| GOOGLAlphabet Inc | $275.3K | 1.0% | 800 |
| NOWServiceNow Inc | $268K | 1.0% | 2,000 |
| SMTCSemtech Corp | $231.9K | 0.9% | 1,300 |
| TYLTyler Technologies Inc | $231K | 0.9% | 725 |
| SEAGATE TECHNOLOGY HLDNGS PL | $230.6K | 0.9% | 250 |
| INTCIntel Corp | $216.4K | 0.8% | 1,800 |
| SNOWSnowflake Inc | $203.7K | 0.8% | 600 |
| EROCK INC | $196.2K | 0.7% | 16,000 |
Quarter ending 2026-09-30.
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