West Tower Group, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), West Tower Group, LLC reported 113 stock positions worth $46.8 million. Its top holding was Warner Bros Discovery (WBD) at 6.1% of the portfolio, followed by Perrigo (PRGO, 5.7%) and Enhabit (EHAB, 4.8%). Compared with Q2 2024, it opened 50 new positions, sold out of 31, added to 25 and reduced 17. The biggest buy was Perrigo (PRGO, shares +174%) and the biggest sale Hewlett Packard Enterprise (HPE, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001965819
- Portfolio Value
- $46.8M (Q3 2024)
- SEC Filing
- 0001965819-24-000004 ↗ filed Nov 13, 2024
Holdings Value
Holdings 113 stocks · $46.8M
| WBD Warner Bros Discovery Inc. | 6.09% | 345,621 | $2.9M | No change |
| PRGO Perrigo Co. PLC | 5.71% | 101,992 | $2.7M | Add +174.0% |
| EHAB Enhabit Inc. | 4.81% | 285,142 | $2.3M | Add +108.8% |
| OEC Orion SA | 4.34% | 114,202 | $2.0M | Add +31.8% |
| OSW Onespaworld Holdings Ltd. | 3.42% | 97,017 | $1.6M | No change |
| PYPL PayPal Holdings Inc. | 2.84% | 17,043 | $1.3M | Add +50.7% |
| TYL Tyler Technologies Inc. | 2.56% | 2,050 | $1.2M | Reduce -8.9% |
| EXLS Exlservice Holdings Inc. | 2.53% | 31,000 | $1.2M | No change |
| GPRE Green Plains Inc. | 2.34% | 80,876 | $1.1M | No change |
| HPE Hewlett Packard Enterprise | 2.21% | 50,621 | $1.0M | Reduce -58.8% |
| GMS GMS Inc. | 2.03% | 10,500 | $951K | Reduce -4.5% |
| OII Oceaneering Intl Inc. | 1.83% | 34,500 | $858K | No change |
| AMD Advanced Micro Devices | 1.75% | 5,000 | $820K | Add +400.0% |
| TSLA Tesla Inc. | 1.68% | 4,000 | $785K | Add +81.8% |
| DBX Dropbox Inc. Class A | 1.60% | 29,520 | $751K | No change |
| M Macy's Inc. | 1.57% | 46,986 | $737K | No change |
| NWSA News Corp. Class A | 1.56% | 27,385 | $729K | No change |
| ADI Analog Devices Inc. | 1.47% | 3,000 | $691K | Add +76.5% |
| GSM Ferroglobe PLC | 1.36% | 137,291 | $637K | Add +3.8% |
| DAKT Daktronics Inc. | 1.19% | 43,000 | $555K | Reduce -4.4% |
| LYTS Lsi Industries Inc. | 1.19% | 34,365 | $555K | Add +21.1% |
| MGNI Magnite Inc. | 1.17% | 39,630 | $549K | Add +38.4% |
| LYFT LYFT Inc. Class A | 1.12% | 41,000 | $523K | Add +17.1% |
| MNDY Monday.com Ltd. | 1.07% | 1,800 | $500K | Add +38.5% |
| DRVN Driven Brands Holdings Inc. | 1.06% | 34,671 | $495K | No change |
| NVDA Nvidia Corp. | 1.04% | 3,000 | $486K | New |
| META Meta Platforms Inc. Class A | 0.98% | 800 | $458K | Add +60.0% |
| NOW ServiceNow Inc. | 0.95% | 500 | $447K | New |
| LITE Lumentum Holdings Inc. | 0.95% | 7,000 | $444K | New |
| NOK Nokia Corp.-Spon ADR | 0.93% | 100,000 | $437K | Add +150.0% |
| CLMT Calumet Inc. | 0.87% | 22,799 | $406K | New |
| CASH Pathward Financial Inc. | 0.84% | 5,990 | $395K | Reduce -29.4% |
| J Jacobs Solutions Inc. | 0.84% | 3,000 | $393K | New |
| MRVL Marvell Technology Inc. | 0.77% | 5,000 | $361K | No change |
| RDDT Reddit Inc. Class A | 0.70% | 5,000 | $330K | Add +150.0% |
| MCD McDonald's Corp. | 0.65% | 1,000 | $305K | New |
| CVS CVS Health Corp. | 0.64% | 4,800 | $302K | New |
| CSGP Costar Group Inc. | 0.64% | 4,000 | $302K | New |
| NABL N-Able Inc. | 0.64% | 23,000 | $300K | Reduce -11.5% |
| EMR Emerson Electric Co. | 0.63% | 2,700 | $295K | New |
| DOW Dow Inc. | 0.63% | 5,400 | $295K | New |
| VICR Vicor Corp. | 0.63% | 7,000 | $295K | New |
| PSX Phillips 66 | 0.62% | 2,200 | $289K | New |
| UPS United Parcel Service Class B | 0.61% | 2,100 | $286K | New |
| FAST Fastenal Co. | 0.61% | 4,000 | $286K | New |
| EXC Exelon Corp. | 0.61% | 7,000 | $284K | New |
| SE Sea Ltd.-ADR | 0.60% | 3,000 | $283K | Add +100.0% |
| MOS The Mosaic Co. | 0.60% | 10,500 | $281K | New |
| GPC Genuine Parts Co. | 0.60% | 2,000 | $279K | New |
| PPG PPG Industries Inc. | 0.59% | 2,100 | $278K | New |
| MPWR Monolithic Power Systems Inc. | 0.59% | 300 | $277K | New |
| HRL Hormel Foods Corp. | 0.59% | 8,700 | $276K | New |
| ADM Archer-Daniels-Midland Co. | 0.59% | 4,600 | $275K | New |
| COP Conocophillips | 0.58% | 2,600 | $274K | New |
| PANW Palo Alto Networks Inc. | 0.58% | 800 | $273K | Reduce -46.7% |
| SYY Sysco Corp. | 0.58% | 3,500 | $273K | New |
| MRK Merck & Co. Inc. | 0.58% | 2,400 | $273K | New |
| PEP Pepsico Inc. | 0.58% | 1,600 | $272K | New |
| XOM Exxon Mobil Corp. | 0.58% | 2,300 | $270K | New |
| AMBP Ardagh Metal Packaging SA | 0.57% | 71,359 | $269K | No change |
| IPG Interpublic Group of Cos Inc. | 0.57% | 8,500 | $269K | New |
| HON Honeywell International Inc. | 0.57% | 1,300 | $269K | New |
| RBLX Roblox Corp. Class A | 0.57% | 6,000 | $266K | New |
| BDX Becton Dickinson and Co. | 0.57% | 1,100 | $265K | New |
| KHC The Kraft Heinz Co. | 0.56% | 7,500 | $263K | New |
| ABT Abbott Laboratories | 0.56% | 2,300 | $262K | New |
| BAX Baxter International Inc. | 0.54% | 6,700 | $254K | New |
| CYBR Cyberark Software Ltd./Israel | 0.50% | 800 | $233K | Add +60.0% |
| U Unity Software Inc. | 0.48% | 10,000 | $226K | New |
| EXTR Extreme Networks Inc. | 0.48% | 15,000 | $225K | No change |
| ARM Arm Holdings PLC-ADR | 0.46% | 1,500 | $215K | New |
| BILL Bill Holdings Inc. | 0.45% | 4,000 | $211K | New |
| TOST Toast Inc. Class A | 0.42% | 7,000 | $198K | New |
| CPNG Coupang Inc. | 0.42% | 8,000 | $196K | Add +166.7% |
| ANET Arista Networks Inc. | 0.41% | 500 | $192K | New |
| OPAL Opal Fuels Inc. Class A | 0.40% | 51,370 | $188K | No change |
| COHR Coherent Corp. | 0.38% | 2,000 | $178K | Add +33.3% |
| FOUR SHIFT4 Payments Inc. Class A | 0.38% | 2,000 | $177K | No change |
| KVYO Klaviyo Inc. Class A | 0.38% | 5,000 | $177K | New |
| ANSS Ansys Inc. | 0.37% | 550 | $175K | Reduce -62.1% |
| CZR Caesars Entertainment Inc. | 0.37% | 4,180 | $174K | No change |
| DOCS Doximity Inc. Class A | 0.37% | 4,000 | $174K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.37% | 1,000 | $174K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.35% | 1,500 | $164K | Reduce -40.0% |
| PINS Pinterest Inc. Class A | 0.35% | 5,000 | $162K | Reduce -28.6% |
| GTLB Gitlab Inc. Class A | 0.33% | 3,000 | $155K | No change |
| ON On Semiconductor | 0.31% | 2,000 | $145K | New |
| DASH DoorDash Inc. Class A | 0.30% | 1,000 | $143K | New |
| NFLX Netflix Inc. | 0.30% | 200 | $142K | Reduce -60.0% |
| MDB Mongodb Inc. | 0.29% | 500 | $135K | New |
| NCNO Ncino Inc. | 0.27% | 4,000 | $126K | New |
| FSLR First Solar Inc. | 0.27% | 500 | $125K | New |
| XPER Xperi Inc. | 0.26% | 13,268 | $123K | Add +91.3% |
| AMKR Amkor Technology Inc. | 0.26% | 4,000 | $122K | Add +100.0% |
| AVGO Broadcom Inc. | 0.26% | 700 | $121K | Reduce -65.0% |
| RPD RAPID7 Inc. | 0.26% | 3,000 | $120K | Reduce -25.0% |
| EFXT Enerflex Ltd. | 0.25% | 20,000 | $119K | New |
| AAPL Apple Inc. | 0.25% | 500 | $117K | Reduce -75.0% |
| FROG Jfrog Ltd. | 0.25% | 4,000 | $116K | New |
| ECVT Ecovyst Inc. | 0.25% | 16,875 | $116K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| HPE Hewlett Packard Enterprise | Reduce -58.8% | 2.21% | −4.82 |
| URBN Urban Outfitters Inc. | Sold out | 0.00% | −3.47 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −2.16 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −1.02 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.97 |
| AAPL Apple Inc. | Reduce -75.0% | 0.25% | −0.89 |
| ANSS Ansys Inc. | Reduce -62.1% | 0.37% | −0.89 |
| PANW Palo Alto Networks Inc. | Reduce -46.7% | 0.58% | −0.79 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.76 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.73 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.64 |
| CCOI Cogent Communications Holdin | Sold out | 0.00% | −0.61 |
| AVGO Broadcom Inc. | Reduce -65.0% | 0.26% | −0.61 |
| NFLX Netflix Inc. | Reduce -60.0% | 0.30% | −0.61 |
| EVRI Everi Holdings Inc. | Sold out | 0.00% | −0.60 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.60 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.57 |
| DAKT Daktronics Inc. | Reduce -4.4% | 1.19% | −0.51 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.51 |
| TYL Tyler Technologies Inc. | Reduce -8.9% | 2.56% | −0.50 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.49 |
| PINS Pinterest Inc. Class A | Reduce -28.6% | 0.35% | −0.49 |
| CASH Pathward Financial Inc. | Reduce -29.4% | 0.84% | −0.45 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.43 |
| NABL N-Able Inc. | Reduce -11.5% | 0.64% | −0.43 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.41 |
| GPGI Gpgi Inc. | Sold out | 0.00% | −0.37 |
| GMS GMS Inc. | Reduce -4.5% | 2.03% | −0.37 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.34 |
| MCHP Microchip Technology Inc. | Reduce -80.0% | 0.05% | −0.32 |
| SMTC Semtech Corp. | Reduce -70.0% | 0.18% | −0.31 |
| TTD Trade Desk Inc./the Class A | Reduce -40.0% | 0.35% | −0.31 |
| DOCN Digitalocean Holdings Inc. | Reduce -60.0% | 0.17% | −0.30 |
| HPQ HP Inc. | Sold out | 0.00% | −0.28 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −0.28 |
| NXT Nextpower Inc. | Sold out | 0.00% | −0.25 |
| TWKS Thoughtworks Holding Inc. | Sold out | 0.00% | −0.24 |
| RPD RAPID7 Inc. | Reduce -25.0% | 0.26% | −0.21 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.19 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.19 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.17 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −0.17 |
| CLS Celestica Inc. | Sold out | 0.00% | −0.15 |
| ZD Ziff Davis Inc. | Sold out | 0.00% | −0.15 |
| CXM Sprinklr Inc. Class A | Sold out | 0.00% | −0.11 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −0.10 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.09 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −0.05 |
Portfolio Buys Q2 2024 → Q3 2024
| PRGO Perrigo Co. PLC | Add +174.0% | 5.71% | +3.13 |
| EHAB Enhabit Inc. | Add +108.8% | 4.81% | +1.52 |
| AMD Advanced Micro Devices | Add +400.0% | 1.75% | +1.31 |
| PYPL PayPal Holdings Inc. | Add +50.7% | 2.84% | +1.07 |
| NVDA Nvidia Corp. | New | 1.04% | +1.04 |
| NOW ServiceNow Inc. | New | 0.95% | +0.95 |
| LITE Lumentum Holdings Inc. | New | 0.95% | +0.95 |
| CLMT Calumet Inc. | New | 0.87% | +0.87 |
| J Jacobs Solutions Inc. | New | 0.84% | +0.84 |
| MCD McDonald's Corp. | New | 0.65% | +0.65 |
| CVS CVS Health Corp. | New | 0.64% | +0.64 |
| CSGP Costar Group Inc. | New | 0.64% | +0.64 |
| EMR Emerson Electric Co. | New | 0.63% | +0.63 |
| DOW Dow Inc. | New | 0.63% | +0.63 |
| VICR Vicor Corp. | New | 0.63% | +0.63 |
| PSX Phillips 66 | New | 0.62% | +0.62 |
| UPS United Parcel Service Class B | New | 0.61% | +0.61 |
| FAST Fastenal Co. | New | 0.61% | +0.61 |
| EXC Exelon Corp. | New | 0.61% | +0.61 |
| MOS The Mosaic Co. | New | 0.60% | +0.60 |
| GPC Genuine Parts Co. | New | 0.60% | +0.60 |
| PPG PPG Industries Inc. | New | 0.59% | +0.59 |
| MPWR Monolithic Power Systems Inc. | New | 0.59% | +0.59 |
| HRL Hormel Foods Corp. | New | 0.59% | +0.59 |
| ADM Archer-Daniels-Midland Co. | New | 0.59% | +0.59 |
| COP Conocophillips | New | 0.58% | +0.58 |
| SYY Sysco Corp. | New | 0.58% | +0.58 |
| MRK Merck & Co. Inc. | New | 0.58% | +0.58 |
| PEP Pepsico Inc. | New | 0.58% | +0.58 |
| XOM Exxon Mobil Corp. | New | 0.58% | +0.58 |
| IPG Interpublic Group of Cos Inc. | New | 0.57% | +0.57 |
| HON Honeywell International Inc. | New | 0.57% | +0.57 |
| RBLX Roblox Corp. Class A | New | 0.57% | +0.57 |
| BDX Becton Dickinson and Co. | New | 0.57% | +0.57 |
| KHC The Kraft Heinz Co. | New | 0.56% | +0.56 |
| ABT Abbott Laboratories | New | 0.56% | +0.56 |
| BAX Baxter International Inc. | New | 0.54% | +0.54 |
| NOK Nokia Corp.-Spon ADR | Add +150.0% | 0.93% | +0.52 |
| TSLA Tesla Inc. | Add +81.8% | 1.68% | +0.50 |
| U Unity Software Inc. | New | 0.48% | +0.48 |
| ARM Arm Holdings PLC-ADR | New | 0.46% | +0.46 |
| BILL Bill Holdings Inc. | New | 0.45% | +0.45 |
| ADI Analog Devices Inc. | Add +76.5% | 1.47% | +0.43 |
| TOST Toast Inc. Class A | New | 0.42% | +0.42 |
| ANET Arista Networks Inc. | New | 0.41% | +0.41 |
| KVYO Klaviyo Inc. Class A | New | 0.38% | +0.38 |
| DOCS Doximity Inc. Class A | New | 0.37% | +0.37 |
| RDDT Reddit Inc. Class A | Add +150.0% | 0.70% | +0.36 |
| SE Sea Ltd.-ADR | Add +100.0% | 0.60% | +0.31 |
| ON On Semiconductor | New | 0.31% | +0.31 |
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 |