West Tower Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), West Tower Group, LLC reported 76 stock positions worth $45.1 million. Its top holding was Perrigo (PRGO) at 6.8% of the portfolio, followed by Warner Bros Discovery (WBD, 6.0%) and Enhabit (EHAB, 4.9%). Compared with Q3 2024, it opened 29 new positions, sold out of 66, added to 25 and reduced 16. The biggest buy was a new position in Primoris Services (PRIM) and the biggest sale an exit from Green Plains (GPRE).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001965819
- Portfolio Value
- $45.1M (Q4 2024)
- SEC Filing
- 0001965819-25-000002 ↗ filed Feb 11, 2025
Holdings Value
Holdings 76 stocks · $45.1M
| PRGO Perrigo Co. PLC | 6.78% | 118,914 | $3.1M | Add +16.6% |
| WBD Warner Bros Discovery Inc. | 5.99% | 255,745 | $2.7M | Reduce -26.0% |
| EHAB Enhabit Inc. | 4.94% | 285,142 | $2.2M | No change |
| OEC Orion SA | 3.87% | 110,649 | $1.7M | Reduce -3.1% |
| PRIM Primoris Services Corp. | 3.39% | 20,000 | $1.5M | New |
| M Macy's Inc. | 2.76% | 73,645 | $1.2M | Add +56.7% |
| TYL Tyler Technologies Inc. | 2.62% | 2,050 | $1.2M | No change |
| PYPL PayPal Holdings Inc. | 2.60% | 13,730 | $1.2M | Reduce -19.4% |
| OSW Onespaworld Holdings Ltd. | 2.47% | 55,900 | $1.1M | Reduce -42.4% |
| EXLS Exlservice Holdings Inc. | 2.41% | 24,500 | $1.1M | Reduce -21.0% |
| META Meta Platforms Inc. Class A | 2.34% | 1,800 | $1.1M | Add +125.0% |
| J Jacobs Solutions Inc. | 2.07% | 7,000 | $935K | Add +133.3% |
| HPE Hewlett Packard Enterprise | 2.05% | 43,400 | $927K | Reduce -14.3% |
| GMS GMS Inc. | 1.88% | 10,000 | $848K | Reduce -4.8% |
| LYFT LYFT Inc. Class A | 1.80% | 63,000 | $813K | Add +53.7% |
| DAKT Daktronics Inc. | 1.61% | 43,000 | $725K | No change |
| OII Oceaneering Intl Inc. | 1.56% | 27,000 | $704K | Reduce -21.7% |
| AAPL Apple Inc. | 1.39% | 2,500 | $626K | Add +400.0% |
| EA Electronic Arts Inc. | 1.30% | 4,000 | $585K | New |
| ARCO Arcos Dorados Holdings Inc. Class A | 1.26% | 78,304 | $570K | New |
| GOOGL Alphabet Inc. Class A | 1.26% | 3,000 | $568K | New |
| MSFT Microsoft Corp. | 1.12% | 1,200 | $506K | New |
| CL Colgate-Palmolive Co. | 1.07% | 5,300 | $482K | New |
| TGT Target Corp. | 1.02% | 3,400 | $460K | New |
| SYY Sysco Corp. | 1.02% | 6,000 | $459K | Add +71.4% |
| UNP Union Pacific Corp. | 1.01% | 2,000 | $456K | New |
| BDX Becton Dickinson and Co. | 1.01% | 2,000 | $454K | Add +81.8% |
| EXC Exelon Corp. | 1.00% | 12,000 | $452K | Add +71.4% |
| AES AES Corp. | 1.00% | 35,000 | $450K | New |
| MRVL Marvell Technology Inc. | 0.98% | 4,000 | $442K | Reduce -20.0% |
| MRK Merck & Co. Inc. | 0.97% | 4,400 | $438K | Add +83.3% |
| LMT Lockheed Martin Corp. | 0.97% | 900 | $437K | New |
| DBX Dropbox Inc. Class A | 0.97% | 14,520 | $436K | Reduce -50.8% |
| CRM Salesforce Inc. | 0.96% | 1,300 | $435K | New |
| GIS General Mills Inc. | 0.96% | 6,800 | $434K | New |
| PSX Phillips 66 | 0.96% | 3,800 | $433K | Add +72.7% |
| KMB Kimberly-Clark Corp. | 0.96% | 3,300 | $432K | New |
| MOS The Mosaic Co. | 0.95% | 17,500 | $430K | Add +66.7% |
| UPS United Parcel Service Class B | 0.95% | 3,400 | $429K | Add +61.9% |
| CNP Centerpoint Energy Inc. | 0.95% | 13,500 | $428K | New |
| NWSA News Corp. Class A | 0.95% | 15,520 | $427K | Reduce -43.3% |
| ADI Analog Devices Inc. | 0.94% | 2,000 | $425K | Reduce -33.3% |
| AWK American Water Works Co. Inc. | 0.94% | 3,400 | $423K | New |
| GPC Genuine Parts Co. | 0.93% | 3,600 | $420K | Add +80.0% |
| JNJ Johnson & Johnson | 0.93% | 2,900 | $419K | New |
| COP Conocophillips | 0.92% | 4,200 | $417K | Add +61.5% |
| YUM Yum! Brands Inc. | 0.92% | 3,100 | $416K | New |
| KHC The Kraft Heinz Co. | 0.92% | 13,500 | $415K | Add +80.0% |
| PPG PPG Industries Inc. | 0.90% | 3,400 | $406K | Add +61.9% |
| MCD McDonald's Corp. | 0.90% | 1,400 | $406K | Add +40.0% |
| ED Consolidated Edison Inc. | 0.89% | 4,500 | $402K | New |
| NOK Nokia Corp.-Spon ADR | 0.88% | 90,000 | $399K | Reduce -10.0% |
| BAX Baxter International Inc. | 0.85% | 13,100 | $382K | Add +95.5% |
| PEP Pepsico Inc. | 0.81% | 2,400 | $365K | Add +50.0% |
| VZ Verizon Communications Inc. | 0.77% | 8,700 | $348K | New |
| DOW Dow Inc. | 0.76% | 8,500 | $341K | Add +57.4% |
| RDDT Reddit Inc. Class A | 0.72% | 2,000 | $327K | Reduce -60.0% |
| KLAC KLA Corp. | 0.70% | 500 | $315K | New |
| MBLY Mobileye Global Inc. Class A | 0.66% | 15,000 | $299K | New |
| CSGP Costar Group Inc. | 0.63% | 4,000 | $286K | No change |
| LSCC Lattice Semiconductor Corp. | 0.63% | 5,000 | $283K | New |
| ORCL Oracle Corp. | 0.55% | 1,500 | $250K | New |
| OKTA Okta Inc. | 0.52% | 3,000 | $236K | New |
| GAP The Gap Inc. | 0.52% | 10,000 | $236K | New |
| AVGO Broadcom Inc. | 0.51% | 1,000 | $232K | Add +42.9% |
| ARW Arrow Electronics Inc. | 0.50% | 2,000 | $226K | New |
| GTLB Gitlab Inc. Class A | 0.50% | 4,000 | $225K | Add +33.3% |
| CFLT Confluent Inc. Class A | 0.50% | 8,000 | $224K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.49% | 2,000 | $223K | New |
| ANET Arista Networks Inc. | 0.49% | 2,000 | $221K | No change |
| ON On Semiconductor | 0.49% | 3,500 | $221K | Add +75.0% |
| EXTR Extreme Networks Inc. | 0.48% | 13,000 | $218K | Reduce -13.3% |
| NOW ServiceNow Inc. | 0.47% | 200 | $212K | Reduce -60.0% |
| FOUR SHIFT4 Payments Inc. Class A | 0.46% | 2,000 | $208K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.46% | 600 | $205K | New |
| SNAP Snap Inc. Class A | 0.31% | 13,000 | $140K | Add +30.0% |
Portfolio Sells Q3 2024 → Q4 2024
| GPRE Green Plains Inc. | Sold out | 0.00% | −2.34 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −1.75 |
| TSLA Tesla Inc. | Sold out | 0.00% | −1.68 |
| GSM Ferroglobe PLC | Sold out | 0.00% | −1.36 |
| LYTS Lsi Industries Inc. | Sold out | 0.00% | −1.19 |
| MGNI Magnite Inc. | Sold out | 0.00% | −1.17 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −1.07 |
| DRVN Driven Brands Holdings Inc. | Sold out | 0.00% | −1.06 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −1.04 |
| OSW Onespaworld Holdings Ltd. | Reduce -42.4% | 2.47% | −0.95 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −0.95 |
| CLMT Calumet Inc. | Sold out | 0.00% | −0.87 |
| CASH Pathward Financial Inc. | Sold out | 0.00% | −0.84 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.64 |
| NABL N-Able Inc. | Sold out | 0.00% | −0.64 |
| DBX Dropbox Inc. Class A | Reduce -50.8% | 0.97% | −0.64 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.63 |
| VICR Vicor Corp. | Sold out | 0.00% | −0.63 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.61 |
| NWSA News Corp. Class A | Reduce -43.3% | 0.95% | −0.61 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.60 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.59 |
| HRL Hormel Foods Corp. | Sold out | 0.00% | −0.59 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.59 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.58 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.58 |
| AMBP Ardagh Metal Packaging SA | Sold out | 0.00% | −0.57 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.57 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.57 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.57 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.56 |
| ADI Analog Devices Inc. | Reduce -33.3% | 0.94% | −0.53 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.50 |
| NOW ServiceNow Inc. | Reduce -60.0% | 0.47% | −0.48 |
| U Unity Software Inc. | Sold out | 0.00% | −0.48 |
| OEC Orion SA | Reduce -3.1% | 3.87% | −0.47 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.46 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.45 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.42 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.42 |
| OPAL Opal Fuels Inc. Class A | Sold out | 0.00% | −0.40 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.38 |
| KVYO Klaviyo Inc. Class A | Sold out | 0.00% | −0.38 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.37 |
| CZR Caesars Entertainment Inc. | Sold out | 0.00% | −0.37 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −0.37 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.37 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.35 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.35 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.30 |
Portfolio Buys Q3 2024 → Q4 2024
| PRIM Primoris Services Corp. | New | 3.39% | +3.39 |
| META Meta Platforms Inc. Class A | Add +125.0% | 2.34% | +1.36 |
| EA Electronic Arts Inc. | New | 1.30% | +1.30 |
| ARCO Arcos Dorados Holdings Inc. Class A | New | 1.26% | +1.26 |
| GOOGL Alphabet Inc. Class A | New | 1.26% | +1.26 |
| J Jacobs Solutions Inc. | Add +133.3% | 2.07% | +1.23 |
| M Macy's Inc. | Add +56.7% | 2.76% | +1.19 |
| AAPL Apple Inc. | Add +400.0% | 1.39% | +1.14 |
| MSFT Microsoft Corp. | New | 1.12% | +1.12 |
| CL Colgate-Palmolive Co. | New | 1.07% | +1.07 |
| PRGO Perrigo Co. PLC | Add +16.6% | 6.78% | +1.06 |
| TGT Target Corp. | New | 1.02% | +1.02 |
| UNP Union Pacific Corp. | New | 1.01% | +1.01 |
| AES AES Corp. | New | 1.00% | +1.00 |
| LMT Lockheed Martin Corp. | New | 0.97% | +0.97 |
| CRM Salesforce Inc. | New | 0.96% | +0.96 |
| GIS General Mills Inc. | New | 0.96% | +0.96 |
| KMB Kimberly-Clark Corp. | New | 0.96% | +0.96 |
| CNP Centerpoint Energy Inc. | New | 0.95% | +0.95 |
| AWK American Water Works Co. Inc. | New | 0.94% | +0.94 |
| JNJ Johnson & Johnson | New | 0.93% | +0.93 |
| YUM Yum! Brands Inc. | New | 0.92% | +0.92 |
| ED Consolidated Edison Inc. | New | 0.89% | +0.89 |
| VZ Verizon Communications Inc. | New | 0.77% | +0.77 |
| KLAC KLA Corp. | New | 0.70% | +0.70 |
| LYFT LYFT Inc. Class A | Add +53.7% | 1.80% | +0.69 |
| MBLY Mobileye Global Inc. Class A | New | 0.66% | +0.66 |
| LSCC Lattice Semiconductor Corp. | New | 0.63% | +0.63 |
| ORCL Oracle Corp. | New | 0.55% | +0.55 |
| OKTA Okta Inc. | New | 0.52% | +0.52 |
| GAP The Gap Inc. | New | 0.52% | +0.52 |
| ARW Arrow Electronics Inc. | New | 0.50% | +0.50 |
| CFLT Confluent Inc. Class A | New | 0.50% | +0.50 |
| DIS The Walt Disney Co. | New | 0.49% | +0.49 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.46% | +0.46 |
| BDX Becton Dickinson and Co. | Add +81.8% | 1.01% | +0.44 |
| SYY Sysco Corp. | Add +71.4% | 1.02% | +0.43 |
| EXC Exelon Corp. | Add +71.4% | 1.00% | +0.40 |
| MRK Merck & Co. Inc. | Add +83.3% | 0.97% | +0.39 |
| KHC The Kraft Heinz Co. | Add +80.0% | 0.92% | +0.36 |
| MOS The Mosaic Co. | Add +66.7% | 0.95% | +0.35 |
| PSX Phillips 66 | Add +72.7% | 0.96% | +0.34 |
| UPS United Parcel Service Class B | Add +61.9% | 0.95% | +0.34 |
| COP Conocophillips | Add +61.5% | 0.92% | +0.34 |
| GPC Genuine Parts Co. | Add +80.0% | 0.93% | +0.34 |
| PPG PPG Industries Inc. | Add +61.9% | 0.90% | +0.31 |
| BAX Baxter International Inc. | Add +95.5% | 0.85% | +0.30 |
| AVGO Broadcom Inc. | Add +42.9% | 0.51% | +0.26 |
| MCD McDonald's Corp. | Add +40.0% | 0.90% | +0.25 |
| PEP Pepsico Inc. | Add +50.0% | 0.81% | +0.23 |
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 |