In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), West Tower Group, LLC reported 45 stock positions worth $35.6 million . Its top holding was Perrigo (PRGO) at 10.3% of the portfolio, followed by LYFT Class A (LYFT, 7.5% ) and Primoris Services (PRIM, 7.2% ). Compared with Q1 2026, it opened 21 new positions, sold out of 8, added to 6 and reduced 12. The biggest buy was a new position in Fiserv (FISV) and the biggest sale an exit from Enhabit (EHAB).
Location RICHMOND, VA
CIK 0001965819
Portfolio Value $35.6M (Q2 2026) Holdings 45 stocks · $35.6M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 PRGO Perrigo Co. PLC 352,522 $3.7M No change LYFT LYFT Inc. Class A 183,929 $2.7M Add +32.9% PRIM Primoris Services Corp. 25,972 $2.6M Reduce -1.5% OSW Onespaworld Holdings Ltd. 63,867 $1.8M No change NWSA News Corp. Class A 68,285 $1.7M Reduce -20.9% ROKU Roku Inc. 10,950 $1.5M Reduce -15.4% FISV Fiserv Inc. 29,301 $1.4M New RDDT Reddit Inc. Class A 8,200 $1.4M Reduce -5.8% STTK Shattuck Labs Inc. 191,625 $1.3M New SIMO Silicon Motion Technol-ADR 3,800 $1.3M Reduce -57.6% GNRC Generac Holdings Inc. 4,100 $1.2M Reduce -31.7% WBD Warner Bros Discovery Inc. 41,915 $1.1M No change CBT Cabot Corp. 10,681 $970K Add +82.2% ARCO Arcos Dorados Holdings Inc. Class A 109,859 $885K No change ADI Analog Devices Inc. 2,000 $794K New MWH Solv Energy Inc. Class A 23,000 $783K Add +155.6% J Jacobs Solutions Inc. 6,200 $781K Reduce -31.1% AGX Argan Inc. 850 $679K New GOOGL Alphabet Inc. Class A 1,500 $536K New VIXY Proshares Vix Short-Term Fut 25,000 $532K New ROAD Construction Partners Inc. Class A 4,200 $499K New LRCX Lam Research Corp. 1,100 $477K New CSCO Cisco Systems Inc. 4,000 $470K New STM Stmicroelectronics NV-NY SHS 6,000 $449K New TTWO Take-Two Interactive Softwre 1,600 $400K Add +33.3% GSM Ferroglobe PLC 125,285 $398K No change NXPI NXP Semiconductors NV 1,300 $365K New FROG Jfrog Ltd. 4,000 $364K New ABNB Airbnb Inc. Class A 2,500 $358K Add +25.0% PTON Peloton Interactive Inc. Class A 60,000 $355K Add +50.0% INTC Intel Corp. 2,500 $349K Reduce -75.0% TWLO Twilio Inc. Class A 1,500 $309K New TYL Tyler Technologies Inc. 1,025 $300K No change MRVL Marvell Technology Inc. 1,000 $298K New SYM Symbotic Inc. 6,500 $292K Reduce -7.1% GLW Corning Inc. 1,000 $255K New SNOW Snowflake Inc. 1,000 $255K New SMTC Semtech Corp. 1,500 $243K New STX Seagate Technology Holdings 250 $241K New AMZN Amazon.com Inc. 1,000 $238K Reduce -33.3% HUT Hut 8 Corp. 2,000 $231K New MOD Modine Manufacturing Co. 800 $214K New REAL The Realreal Inc. filed as THE REALREAL INC 17,273 $204K New AAPL Apple Inc. 700 $203K Reduce -76.7% ALKT Alkami Technology Inc. 10,000 $181K Reduce -16.7%
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ EHAB Enhabit Inc. Sold out 0.00% −15.88 PRIM Primoris Services Corp. Reduce -1.5% 7.23% −4.55 NWSA News Corp. Class A Reduce -20.9% 4.76% −1.96 AAPL Apple Inc. Reduce -76.7% 0.57% −1.81 FIG Figma Inc. Class A Sold out 0.00% −1.39 J Jacobs Solutions Inc. Reduce -31.1% 2.19% −1.38 AMD Advanced Micro Devices Sold out 0.00% −0.95 EXLS Exlservice Holdings Inc. Sold out 0.00% −0.83 IBM Intl Business Machines Corp. Sold out 0.00% −0.76 CRM Salesforce Inc. Sold out 0.00% −0.70 NOK Nokia Corp.-Spon ADR Sold out 0.00% −0.63 ZETA Zeta Global Holdings Corp. Class A Sold out 0.00% −0.50 INTC Intel Corp. Reduce -75.0% 0.98% −0.40 SYM Symbotic Inc. Reduce -7.1% 0.82% −0.34 AMZN Amazon.com Inc. Reduce -33.3% 0.67% −0.31 GNRC Generac Holdings Inc. Reduce -31.7% 3.37% −0.29 ALKT Alkami Technology Inc. Reduce -16.7% 0.51% −0.08 RDDT Reddit Inc. Class A Reduce -5.8% 4.00% +0.34 SIMO Silicon Motion Technol-ADR Reduce -57.6% 3.56% +0.42 ROKU Roku Inc. Reduce -15.4% 4.25% +0.42
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ FISV Fiserv Inc. New 4.03% +4.03 STTK Shattuck Labs Inc. New 3.73% +3.73 ADI Analog Devices Inc. New 2.23% +2.23 AGX Argan Inc. New 1.91% +1.91 LYFT LYFT Inc. Class A Add +32.9% 7.54% +1.80 GOOGL Alphabet Inc. Class A New 1.50% +1.50 VIXY Proshares Vix Short-Term Fut New 1.49% +1.49 ROAD Construction Partners Inc. Class A New 1.40% +1.40 MWH Solv Energy Inc. Class A Add +155.6% 2.20% +1.36 CBT Cabot Corp. Add +82.2% 2.72% +1.35 LRCX Lam Research Corp. New 1.34% +1.34 CSCO Cisco Systems Inc. New 1.32% +1.32 STM Stmicroelectronics NV-NY SHS New 1.26% +1.26 NXPI NXP Semiconductors NV New 1.03% +1.03 FROG Jfrog Ltd. New 1.02% +1.02 TWLO Twilio Inc. Class A New 0.87% +0.87 MRVL Marvell Technology Inc. New 0.84% +0.84 GLW Corning Inc. New 0.72% +0.72 SNOW Snowflake Inc. New 0.71% +0.71 SMTC Semtech Corp. New 0.68% +0.68 STX Seagate Technology Holdings New 0.68% +0.68 HUT Hut 8 Corp. New 0.65% +0.65 MOD Modine Manufacturing Co. New 0.60% +0.60 REAL The Realreal Inc. New 0.57% +0.57 PTON Peloton Interactive Inc. Class A Add +50.0% 1.00% +0.46 TTWO Take-Two Interactive Softwre Add +33.3% 1.12% +0.38 ABNB Airbnb Inc. Class A Add +25.0% 1.00% +0.22
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ PELOTON INTERACTIVE INC call Sold out 3,000 $13Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 45 $35.6M PRGO, LYFT, PRIM, OSW, NWSA Q1 2026 32 $32.0M EHAB, PRGO, PRIM, NWSA, LYFT Q4 2025 76 $43.5M EHAB, PRGO, PRIM, RDDT, WBD Q3 2025 47 $34.5M PRGO, PRIM, EHAB, WBD, RDDT Q2 2025 73 $46.1M PRGO, WBD, EHAB, PRIM, GAP Q1 2025 60 $38.1M PRGO, WBD, EHAB, OEC, PRIM Q4 2024 76 $45.1M PRGO, WBD, EHAB, OEC, PRIM Q3 2024 113 $46.8M WBD, PRGO, EHAB, OEC, OSW Q2 2024 94 $37.0M HPE, WBD, OEC, OSW, URBN Q1 2024 91 $33.2M KSS, OEC, WBD, GPRE, EHAB