West Tower Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), West Tower Group, LLC reported 60 stock positions worth $38.1 million. Its top holding was Perrigo (PRGO) at 8.8% of the portfolio, followed by Warner Bros Discovery (WBD, 7.2%) and Enhabit (EHAB, 6.6%). Compared with Q4 2024, it opened 22 new positions, sold out of 38, added to 13 and reduced 16. The biggest buy was a new position in Dream Finders Homes Class A (DFH) and the biggest sale an exit from PayPal (PYPL).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001965819
- Portfolio Value
- $38.1M (Q1 2025)
- SEC Filing
- 0001965819-25-000004 ↗ filed May 9, 2025
Holdings Value
Holdings 60 stocks · $38.1M
| PRGO Perrigo Co. PLC | 8.76% | 118,914 | $3.3M | No change |
| WBD Warner Bros Discovery Inc. | 7.21% | 255,745 | $2.7M | No change |
| EHAB Enhabit Inc. | 6.59% | 285,142 | $2.5M | No change |
| OEC Orion SA | 3.76% | 110,649 | $1.4M | No change |
| PRIM Primoris Services Corp. | 3.33% | 22,100 | $1.3M | Add +10.5% |
| GAP The Gap Inc. | 3.20% | 59,000 | $1.2M | Add +490.0% |
| TYL Tyler Technologies Inc. | 3.17% | 2,075 | $1.2M | Add +1.2% |
| ARCO Arcos Dorados Holdings Inc. Class A | 3.12% | 147,454 | $1.2M | Add +88.3% |
| DFH Dream Finders Homes Inc. Class A | 2.73% | 46,000 | $1.0M | New |
| OSW Onespaworld Holdings Ltd. | 2.71% | 61,400 | $1.0M | Add +9.8% |
| EXLS Exlservice Holdings Inc. | 2.69% | 21,700 | $1.0M | Reduce -11.4% |
| J Jacobs Solutions Inc. | 2.22% | 7,000 | $846K | No change |
| LYFT LYFT Inc. Class A | 2.00% | 64,000 | $760K | Add +1.6% |
| GMS GMS Inc. | 1.92% | 10,000 | $732K | No change |
| META Meta Platforms Inc. Class A | 1.82% | 1,200 | $692K | Reduce -33.3% |
| OII Oceaneering Intl Inc. | 1.55% | 27,000 | $589K | No change |
| NWSA News Corp. Class A | 1.50% | 20,974 | $571K | Add +35.1% |
| M Macy's Inc. | 1.44% | 43,485 | $546K | Reduce -41.0% |
| DAKT Daktronics Inc. | 1.38% | 43,000 | $524K | No change |
| NFLX Netflix Inc. | 1.23% | 500 | $466K | New |
| VZ Verizon Communications Inc. | 1.19% | 10,000 | $454K | Add +14.9% |
| PEP Pepsico Inc. | 1.18% | 3,000 | $450K | Add +25.0% |
| LMT Lockheed Martin Corp. | 1.17% | 1,000 | $447K | Add +11.1% |
| MOS The Mosaic Co. | 1.14% | 16,000 | $432K | Reduce -8.6% |
| HAL Halliburton Co. | 1.13% | 17,000 | $431K | New |
| JNJ Johnson & Johnson | 1.13% | 2,600 | $431K | Reduce -10.3% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 1.13% | 5,500 | $430K | New |
| KMB Kimberly-Clark Corp. | 1.12% | 3,000 | $427K | Reduce -9.1% |
| CL Colgate-Palmolive Co. | 1.11% | 4,500 | $422K | Reduce -15.1% |
| ROK Rockwell Automation Inc. | 1.09% | 1,600 | $413K | New |
| XLK SS Technology Select Sector | 1.09% | 2,000 | $413K | New |
| SYY Sysco Corp. | 1.08% | 5,500 | $413K | Reduce -8.3% |
| BDX Becton Dickinson and Co. | 1.08% | 1,800 | $412K | Reduce -10.0% |
| MRK Merck & Co. Inc. | 1.06% | 4,500 | $404K | Add +2.3% |
| HON Honeywell International Inc. | 1.06% | 1,900 | $402K | New |
| COP Conocophillips | 1.05% | 3,800 | $399K | Reduce -9.5% |
| INTC Intel Corp. | 1.04% | 17,500 | $397K | New |
| TXN Texas Instruments Inc. | 1.04% | 2,200 | $395K | New |
| D Dominion Energy Inc. | 1.03% | 7,000 | $392K | New |
| ADM Archer-Daniels-Midland Co. | 1.01% | 8,000 | $384K | New |
| PSX Phillips 66 | 1.01% | 3,100 | $383K | Reduce -18.4% |
| PPG PPG Industries Inc. | 1.01% | 3,500 | $383K | Add +2.9% |
| GPC Genuine Parts Co. | 1.00% | 3,200 | $381K | Reduce -11.1% |
| LHX L3HARRIS Technologies Inc. | 0.99% | 1,800 | $377K | New |
| UPS United Parcel Service Class B | 0.98% | 3,400 | $374K | No change |
| OMC Omnicom Group | 0.98% | 4,500 | $373K | New |
| DBX Dropbox Inc. Class A | 0.95% | 13,520 | $361K | Reduce -6.9% |
| NUE Nucor Corp. | 0.95% | 3,000 | $361K | New |
| DOW Dow Inc. | 0.92% | 10,000 | $349K | Add +17.6% |
| SPOT Spotify Technology SA | 0.87% | 600 | $330K | New |
| GOOGL Alphabet Inc. Class A | 0.81% | 2,000 | $309K | Reduce -33.3% |
| MANH Manhattan Associates Inc. | 0.68% | 1,500 | $260K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.65% | 1,000 | $249K | New |
| ROKU Roku Inc. | 0.65% | 3,500 | $247K | New |
| LITE Lumentum Holdings Inc. | 0.57% | 3,500 | $218K | New |
| NVDA Nvidia Corp. | 0.57% | 2,000 | $217K | New |
| TEAM Atlassian Corp. Class A | 0.56% | 1,000 | $212K | New |
| KLAC KLA Corp. | 0.54% | 300 | $204K | Reduce -40.0% |
| ADI Analog Devices Inc. | 0.53% | 1,000 | $202K | Reduce -50.0% |
| ALGM Allegro Microsystems Inc. | 0.53% | 8,000 | $201K | New |
Portfolio Sells Q4 2024 → Q1 2025
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −2.60 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −2.05 |
| AAPL Apple Inc. | Sold out | 0.00% | −1.39 |
| M Macy's Inc. | Reduce -41.0% | 1.44% | −1.33 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −1.30 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −1.12 |
| TGT Target Corp. | Sold out | 0.00% | −1.02 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −1.01 |
| EXC Exelon Corp. | Sold out | 0.00% | −1.00 |
| AES AES Corp. | Sold out | 0.00% | −1.00 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.98 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.96 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.96 |
| CNP Centerpoint Energy Inc. | Sold out | 0.00% | −0.95 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.94 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.92 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.92 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.90 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.89 |
| NOK Nokia Corp.-Spon ADR | Sold out | 0.00% | −0.88 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.85 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.72 |
| MBLY Mobileye Global Inc. Class A | Sold out | 0.00% | −0.66 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.63 |
| LSCC Lattice Semiconductor Corp. | Sold out | 0.00% | −0.63 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.55 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.52 |
| META Meta Platforms Inc. Class A | Reduce -33.3% | 1.82% | −0.52 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.51 |
| ARW Arrow Electronics Inc. | Sold out | 0.00% | −0.50 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.50 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −0.50 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.49 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.49 |
| ON On Semiconductor | Sold out | 0.00% | −0.49 |
| EXTR Extreme Networks Inc. | Sold out | 0.00% | −0.48 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.47 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.46 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.46 |
| GOOGL Alphabet Inc. Class A | Reduce -33.3% | 0.81% | −0.45 |
| ADI Analog Devices Inc. | Reduce -50.0% | 0.53% | −0.41 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.31 |
| KLAC KLA Corp. | Reduce -40.0% | 0.54% | −0.16 |
| DBX Dropbox Inc. Class A | Reduce -6.9% | 0.95% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -15.1% | 1.11% | +0.04 |
| PSX Phillips 66 | Reduce -18.4% | 1.01% | +0.05 |
| SYY Sysco Corp. | Reduce -8.3% | 1.08% | +0.07 |
| GPC Genuine Parts Co. | Reduce -11.1% | 1.00% | +0.07 |
| BDX Becton Dickinson and Co. | Reduce -10.0% | 1.08% | +0.08 |
| COP Conocophillips | Reduce -9.5% | 1.05% | +0.13 |
Portfolio Buys Q4 2024 → Q1 2025
| DFH Dream Finders Homes Inc. Class A | New | 2.73% | +2.73 |
| GAP The Gap Inc. | Add +490.0% | 3.20% | +2.67 |
| ARCO Arcos Dorados Holdings Inc. Class A | Add +88.3% | 3.12% | +1.86 |
| NFLX Netflix Inc. | New | 1.23% | +1.23 |
| HAL Halliburton Co. | New | 1.13% | +1.13 |
| CF CF Industries Holdings Inc. | New | 1.13% | +1.13 |
| ROK Rockwell Automation Inc. | New | 1.09% | +1.09 |
| XLK SS Technology Select Sector | New | 1.09% | +1.09 |
| HON Honeywell International Inc. | New | 1.06% | +1.06 |
| INTC Intel Corp. | New | 1.04% | +1.04 |
| TXN Texas Instruments Inc. | New | 1.04% | +1.04 |
| D Dominion Energy Inc. | New | 1.03% | +1.03 |
| ADM Archer-Daniels-Midland Co. | New | 1.01% | +1.01 |
| LHX L3HARRIS Technologies Inc. | New | 0.99% | +0.99 |
| OMC Omnicom Group | New | 0.98% | +0.98 |
| NUE Nucor Corp. | New | 0.95% | +0.95 |
| SPOT Spotify Technology SA | New | 0.87% | +0.87 |
| MANH Manhattan Associates Inc. | New | 0.68% | +0.68 |
| IBM Intl Business Machines Corp. | New | 0.65% | +0.65 |
| ROKU Roku Inc. | New | 0.65% | +0.65 |
| LITE Lumentum Holdings Inc. | New | 0.57% | +0.57 |
| NVDA Nvidia Corp. | New | 0.57% | +0.57 |
| TEAM Atlassian Corp. Class A | New | 0.56% | +0.56 |
| NWSA News Corp. Class A | Add +35.1% | 1.50% | +0.55 |
| TYL Tyler Technologies Inc. | Add +1.2% | 3.17% | +0.55 |
| ALGM Allegro Microsystems Inc. | New | 0.53% | +0.53 |
| VZ Verizon Communications Inc. | Add +14.9% | 1.19% | +0.42 |
| PEP Pepsico Inc. | Add +25.0% | 1.18% | +0.37 |
| OSW Onespaworld Holdings Ltd. | Add +9.8% | 2.71% | +0.24 |
| LMT Lockheed Martin Corp. | Add +11.1% | 1.17% | +0.20 |
| LYFT LYFT Inc. Class A | Add +1.6% | 2.00% | +0.19 |
| DOW Dow Inc. | Add +17.6% | 0.92% | +0.16 |
| PPG PPG Industries Inc. | Add +2.9% | 1.01% | +0.11 |
| MRK Merck & Co. Inc. | Add +2.3% | 1.06% | +0.09 |
| PRIM Primoris Services Corp. | Add +10.5% | 3.33% | −0.05 |
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 |