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

0$10.0M$20.0M$30.0M$40.0M$50.0M Q1 2024: $33.2M Q1 2024 Q2 2024: $37.0M Q2 2024 Q3 2024: $46.8M $46.8M Q3 2024 Q4 2024: $45.1M Q4 2024 Q1 2025: $38.1M Q1 2025 Q2 2025: $46.1M Q2 2025 Q3 2025: $34.5M Q3 2025 Q4 2025: $43.5M Q4 2025 Q1 2026: $32.0M Q1 2026 Q2 2026: $35.6M Q2 2026

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
KDP Keurig Dr Pepper Inc. 0.24% 3,000 $112K No change
STX Seagate Technology Holdings 0.23% 1,000 $110K New
SNAP Snap Inc. Class A 0.23% 10,000 $107K Add +233.3%
SWI Solarwinds Corp. 0.20% 7,221 $94K Add +38.3%
DOCU Docusign Inc. 0.20% 1,500 $93K Add +50.0%
SMTC Semtech Corp. 0.18% 1,800 $82K Reduce -70.0%
DOCN Digitalocean Holdings Inc. 0.17% 2,000 $81K Reduce -60.0%
UPST Upstart Holdings Inc. 0.17% 2,000 $80K New
AKTSQ Akoustis Technologies Inc. 0.14% 714,429 $64K Add +34.9%
SOLO BRANDS INC 0.12% 39,000 $55K No change
MX Magnachip Semiconductor Corp. 0.10% 9,747 $46K No change
HDSN Hudson Technologies Inc. 0.06% 3,348 $28K New
MCHP Microchip Technology Inc. 0.05% 300 $24K Reduce -80.0%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 45$35.6MPRGO, LYFT, PRIM, OSW, NWSA
Q1 2026 32$32.0MEHAB, PRGO, PRIM, NWSA, LYFT
Q4 2025 76$43.5MEHAB, PRGO, PRIM, RDDT, WBD
Q3 2025 47$34.5MPRGO, PRIM, EHAB, WBD, RDDT
Q2 2025 73$46.1MPRGO, WBD, EHAB, PRIM, GAP
Q1 2025 60$38.1MPRGO, WBD, EHAB, OEC, PRIM
Q4 2024 76$45.1MPRGO, WBD, EHAB, OEC, PRIM
Q3 2024 113$46.8MWBD, PRGO, EHAB, OEC, OSW
Q2 2024 94$37.0MHPE, WBD, OEC, OSW, URBN
Q1 2024 91$33.2MKSS, OEC, WBD, GPRE, EHAB