West Tower Group, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), West Tower Group, LLC reported 91 stock positions worth $33.2 million. Its top holding was Kohls (KSS) at 6.7% of the portfolio, followed by Orion (OEC, 6.0%) and Warner Bros Discovery (WBD, 5.6%). Compared with Q4 2023, it opened 50 new positions, sold out of 446, added to 24 and reduced 13. The biggest buy was Green Plains (GPRE, shares +390%) and the biggest sale Oxford Industries (OXM, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001965819
- Portfolio Value
- $33.2M (Q1 2024)
- SEC Filing
- 0001965819-24-000002 ↗ filed May 14, 2024
Holdings Value
Holdings 91 stocks · $33.2M
| KSS Kohls Corp. | 6.66% | 75,713 | $2.2M | Add +23.0% |
| OEC Orion SA | 6.00% | 84,640 | $2.0M | Add +16.5% |
| WBD Warner Bros Discovery Inc. | 5.64% | 214,334 | $1.9M | Add +24.1% |
| GPRE Green Plains Inc. | 5.64% | 80,876 | $1.9M | Add +390.4% |
| EHAB Enhabit Inc. | 4.80% | 136,576 | $1.6M | Reduce -28.1% |
| URBN Urban Outfitters Inc. | 4.36% | 33,284 | $1.4M | Add +7247.5% |
| OSW Onespaworld Holdings Ltd. | 3.78% | 94,781 | $1.3M | No change |
| GMS GMS Inc. | 3.38% | 11,500 | $1.1M | Reduce -15.5% |
| TYL Tyler Technologies Inc. | 3.08% | 2,400 | $1.0M | Reduce -4.0% |
| NWSA News Corp. Class A | 2.79% | 35,380 | $926K | Add +52.1% |
| FIX Comfort Systems USA Inc. | 2.52% | 2,628 | $835K | New |
| M Macy's Inc. | 2.36% | 39,070 | $781K | Reduce -44.5% |
| AVGO Broadcom Inc. | 2.19% | 547 | $725K | New |
| GSM Ferroglobe PLC | 1.99% | 132,291 | $659K | Add +16.0% |
| AKTSQ Akoustis Technologies Inc. | 1.57% | 882,407 | $522K | No change |
| ANSS Ansys Inc. | 1.52% | 1,450 | $503K | New |
| LYTS Lsi Industries Inc. | 1.29% | 28,365 | $429K | Reduce -12.4% |
| CASH Pathward Financial Inc. | 1.29% | 8,490 | $429K | Add +2.5% |
| BV Brightview Holdings Inc. | 1.29% | 36,000 | $428K | New |
| DRS Leonardo DRS Inc. | 1.29% | 17,000 | $427K | Reduce -54.0% |
| DBX Dropbox Inc. Class A | 1.21% | 16,520 | $401K | Reduce -51.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.16% | 1,200 | $385K | New |
| OXM Oxford Industries Inc. | 1.15% | 3,400 | $382K | Reduce -86.9% |
| DAKT Daktronics Inc. | 1.14% | 38,000 | $378K | Reduce -49.3% |
| GOOGL Alphabet Inc. Class A | 1.14% | 2,500 | $377K | Add +572.0% |
| AMBP Ardagh Metal Packaging SA | 1.09% | 105,762 | $363K | Add +10.4% |
| MSFT Microsoft Corp. | 1.02% | 800 | $337K | New |
| CLMT Calumet Specialty Products | 1.01% | 22,549 | $335K | Add +21.6% |
| PRGO Perrigo Co. PLC | 0.98% | 10,100 | $325K | Add +11.0% |
| OII Oceaneering Intl Inc. | 0.95% | 13,500 | $316K | Add +277.9% |
| MGNI Magnite Inc. | 0.93% | 28,644 | $308K | Add +67.9% |
| DV Doubleverify Holdings Inc. | 0.90% | 8,500 | $299K | New |
| NET Cloudflare Inc. Class A | 0.88% | 3,019 | $292K | New |
| NVDA Nvidia Corp. | 0.82% | 300 | $271K | New |
| EVRI Everi Holdings Inc. | 0.81% | 26,555 | $267K | Add +20.2% |
| SLAB Silicon Laboratories Inc. | 0.78% | 1,800 | $259K | New |
| OPAL Opal Fuels Inc. Class A | 0.78% | 51,370 | $258K | Add +63.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.74% | 2,000 | $245K | New |
| ANET Arista Networks Inc. | 0.70% | 800 | $232K | New |
| DELL Dell Technologies -C | 0.69% | 2,000 | $228K | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.66% | 2,500 | $219K | New |
| MRVL Marvell Technology Inc. | 0.64% | 3,000 | $213K | New |
| OKTA Okta Inc. | 0.63% | 2,000 | $209K | Add +1718.2% |
| AMAT Applied Materials Inc. | 0.62% | 1,000 | $206K | New |
| ECVT Ecovyst Inc. | 0.59% | 17,610 | $196K | Reduce -12.5% |
| HCP Hashicorp Inc. Class A | 0.57% | 7,000 | $189K | New |
| DRVN Driven Brands Holdings Inc. | 0.56% | 11,671 | $184K | Add +83.6% |
| GPGI Gpgi Inc. filed as COMPOSECURE INC | 0.55% | 25,000 | $181K | No change |
| MNDY Monday.com Ltd. | 0.55% | 800 | $181K | New |
| MDB Mongodb Inc. | 0.54% | 500 | $179K | New |
| SNPS Synopsys Inc. | 0.52% | 300 | $171K | New |
| PYPL PayPal Holdings Inc. | 0.51% | 2,500 | $167K | Add +66.2% |
| WDAY Workday Inc. Class A | 0.49% | 600 | $164K | New |
| SNOW Snowflake Inc. | 0.49% | 1,000 | $162K | Add +1823.1% |
| ACVA Acv Auctions Inc. Class A | 0.47% | 8,377 | $157K | Reduce -30.2% |
| CZR Caesars Entertainment Inc. | 0.46% | 3,500 | $153K | New |
| DOCN Digitalocean Holdings Inc. | 0.46% | 4,000 | $153K | New |
| NXPI NXP Semiconductors NV | 0.45% | 600 | $149K | New |
| FLEX Flex Ltd. | 0.43% | 5,000 | $143K | New |
| TXN Texas Instruments Inc. | 0.42% | 800 | $139K | New |
| PINS Pinterest Inc. Class A | 0.42% | 4,000 | $139K | New |
| DASH DoorDash Inc. Class A | 0.42% | 1,000 | $138K | New |
| CRM Salesforce Inc. | 0.36% | 400 | $120K | New |
| GTLB Gitlab Inc. Class A | 0.35% | 2,000 | $117K | Add +1624.1% |
| META Meta Platforms Inc. Class A | 0.29% | 200 | $97K | New |
| KDP Keurig Dr Pepper Inc. | 0.28% | 3,000 | $92K | Reduce -95.2% |
| SNAP Snap Inc. Class A | 0.28% | 8,000 | $92K | New |
| CFLT Confluent Inc. Class A | 0.28% | 3,000 | $92K | New |
| DOCU Docusign Inc. | 0.27% | 1,500 | $89K | Add +435.7% |
| SOLO BRANDS INC | 0.26% | 39,000 | $85K | New |
| XYZ Block Inc. | 0.26% | 1,000 | $85K | Add +1900.0% |
| FROG Jfrog Ltd. | 0.25% | 1,861 | $82K | New |
| LSCC Lattice Semiconductor Corp. | 0.24% | 1,000 | $78K | New |
| TOST Toast Inc. Class A | 0.23% | 3,000 | $75K | New |
| Z Zillow Group Inc. Class C | 0.22% | 1,500 | $73K | New |
| TWKS Thoughtworks Holding Inc. | 0.21% | 28,063 | $71K | New |
| APP AppLovin Corp. Class A | 0.21% | 1,000 | $69K | New |
| WIX Wix.com Ltd. | 0.21% | 500 | $69K | New |
| WDC Western Digital Corp. | 0.21% | 1,000 | $68K | New |
| FOUR SHIFT4 Payments Inc. Class A | 0.20% | 1,000 | $66K | Add +880.4% |
| ADSK Autodesk Inc. | 0.20% | 250 | $65K | New |
| XPER Xperi Inc. | 0.20% | 5,385 | $65K | New |
| NFLX Netflix Inc. | 0.18% | 100 | $61K | Reduce -10.7% |
| LYFT LYFT Inc. Class A | 0.18% | 3,000 | $58K | New |
| MX Magnachip Semiconductor Corp. | 0.16% | 9,747 | $54K | No change |
| RPD RAPID7 Inc. | 0.15% | 1,000 | $49K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.15% | 50 | $49K | New |
| PUBM Pubmatic Inc. Class A | 0.14% | 2,000 | $47K | New |
| RBLX Roblox Corp. Class A | 0.12% | 1,000 | $38K | New |
| IOT Samsara Inc. Class A | 0.11% | 1,000 | $38K | New |
| SMTC Semtech Corp. | 0.08% | 1,000 | $27K | New |
Portfolio Sells Q4 2023 → Q1 2024
| OXM Oxford Industries Inc. | Reduce -86.9% | 1.15% | −4.10 |
| KDP Keurig Dr Pepper Inc. | Reduce -95.2% | 0.28% | −3.95 |
| GFF Griffon Corp. | Sold out | 0.00% | −2.39 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −1.54 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −1.42 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −1.37 |
| KBR KBR Inc. | Sold out | 0.00% | −1.25 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −1.20 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −1.20 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −1.18 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −1.05 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −1.01 |
| YOU Clear Secure Inc. Class A | Sold out | 0.00% | −0.92 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.84 |
| DBX Dropbox Inc. Class A | Reduce -51.4% | 1.21% | −0.82 |
| M Macy's Inc. | Reduce -44.5% | 2.36% | −0.52 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.49 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.48 |
| CLW Clearwater Paper Corp. | Sold out | 0.00% | −0.40 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.36 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.33 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.32 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.30 |
| HUM Humana Inc. | Sold out | 0.00% | −0.29 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.27 |
| PLAB Photronics Inc. | Sold out | 0.00% | −0.27 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.27 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.27 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.27 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.26 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.26 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.26 |
| GEN Gen Digital Inc. | Sold out | 0.00% | −0.25 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.25 |
| IRMD Iradimed Corp. | Sold out | 0.00% | −0.24 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.24 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.24 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.23 |
| JAKK Jakks Pacific Inc. | Sold out | 0.00% | −0.23 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.22 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.22 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.22 |
| WST West Pharmaceutical Services | Sold out | 0.00% | −0.22 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.21 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.21 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.20 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.19 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −0.19 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.19 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.19 |
Portfolio Buys Q4 2023 → Q1 2024
| GPRE Green Plains Inc. | Add +390.4% | 5.64% | +4.80 |
| URBN Urban Outfitters Inc. | Add +7247.5% | 4.36% | +4.33 |
| KSS Kohls Corp. | Add +23.0% | 6.66% | +3.07 |
| FIX Comfort Systems USA Inc. | New | 2.52% | +2.52 |
| AVGO Broadcom Inc. | New | 2.19% | +2.19 |
| OEC Orion SA | Add +16.5% | 6.00% | +1.91 |
| WBD Warner Bros Discovery Inc. | Add +24.1% | 5.64% | +1.65 |
| NWSA News Corp. Class A | Add +52.1% | 2.79% | +1.64 |
| ANSS Ansys Inc. | New | 1.52% | +1.52 |
| BV Brightview Holdings Inc. | New | 1.29% | +1.29 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 1.16% | +1.16 |
| GOOGL Alphabet Inc. Class A | Add +572.0% | 1.14% | +1.03 |
| MSFT Microsoft Corp. | New | 1.02% | +1.02 |
| DV Doubleverify Holdings Inc. | New | 0.90% | +0.90 |
| NET Cloudflare Inc. Class A | New | 0.88% | +0.88 |
| NVDA Nvidia Corp. | New | 0.82% | +0.82 |
| OII Oceaneering Intl Inc. | Add +277.9% | 0.95% | +0.80 |
| SLAB Silicon Laboratories Inc. | New | 0.78% | +0.78 |
| DIS The Walt Disney Co. | New | 0.74% | +0.74 |
| ANET Arista Networks Inc. | New | 0.70% | +0.70 |
| DELL Dell Technologies -C | New | 0.69% | +0.69 |
| TTD Trade Desk Inc./the Class A | New | 0.66% | +0.66 |
| MRVL Marvell Technology Inc. | New | 0.64% | +0.64 |
| AMAT Applied Materials Inc. | New | 0.62% | +0.62 |
| OKTA Okta Inc. | Add +1718.2% | 0.63% | +0.61 |
| MGNI Magnite Inc. | Add +67.9% | 0.93% | +0.61 |
| HCP Hashicorp Inc. Class A | New | 0.57% | +0.57 |
| MNDY Monday.com Ltd. | New | 0.55% | +0.55 |
| MDB Mongodb Inc. | New | 0.54% | +0.54 |
| SNPS Synopsys Inc. | New | 0.52% | +0.52 |
| WDAY Workday Inc. Class A | New | 0.49% | +0.49 |
| GSM Ferroglobe PLC | Add +16.0% | 1.99% | +0.48 |
| SNOW Snowflake Inc. | Add +1823.1% | 0.49% | +0.47 |
| CZR Caesars Entertainment Inc. | New | 0.46% | +0.46 |
| DOCN Digitalocean Holdings Inc. | New | 0.46% | +0.46 |
| NXPI NXP Semiconductors NV | New | 0.45% | +0.45 |
| FLEX Flex Ltd. | New | 0.43% | +0.43 |
| OPAL Opal Fuels Inc. Class A | Add +63.5% | 0.78% | +0.43 |
| TXN Texas Instruments Inc. | New | 0.42% | +0.42 |
| PINS Pinterest Inc. Class A | New | 0.42% | +0.42 |
| DASH DoorDash Inc. Class A | New | 0.42% | +0.42 |
| CASH Pathward Financial Inc. | Add +2.5% | 1.29% | +0.40 |
| PRGO Perrigo Co. PLC | Add +11.0% | 0.98% | +0.39 |
| DRVN Driven Brands Holdings Inc. | Add +83.6% | 0.56% | +0.37 |
| CRM Salesforce Inc. | New | 0.36% | +0.36 |
| AMBP Ardagh Metal Packaging SA | Add +10.4% | 1.09% | +0.35 |
| CLMT Calumet Specialty Products | Add +21.6% | 1.01% | +0.34 |
| GTLB Gitlab Inc. Class A | Add +1624.1% | 0.35% | +0.34 |
| PYPL PayPal Holdings Inc. | Add +66.2% | 0.51% | +0.32 |
| EVRI Everi Holdings Inc. | Add +20.2% | 0.81% | +0.30 |
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 |