West Tower Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), West Tower Group, LLC reported 73 stock positions worth $46.1 million. Its top holding was Perrigo (PRGO) at 6.9% of the portfolio, followed by Warner Bros Discovery (WBD, 6.8%) and Enhabit (EHAB, 6.0%). Compared with Q1 2025, it opened 36 new positions, sold out of 23, added to 14 and reduced 10. The biggest buy was a new position in iShares Select Dividend ETF (DVY) and the biggest sale Dream Finders Homes Class A (DFH, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001965819
- Portfolio Value
- $46.1M (Q2 2025)
- SEC Filing
- 0001965819-25-000006 ↗ filed Jul 29, 2025
Holdings Value
Holdings 73 stocks · $46.1M
| PRGO Perrigo Co. PLC | 6.89% | 118,914 | $3.2M | No change |
| WBD Warner Bros Discovery Inc. | 6.84% | 275,170 | $3.2M | Add +7.6% |
| EHAB Enhabit Inc. | 5.96% | 285,142 | $2.7M | No change |
| PRIM Primoris Services Corp. | 4.33% | 25,600 | $2.0M | Add +15.8% |
| GAP The Gap Inc. | 3.79% | 80,200 | $1.7M | Add +35.9% |
| DVY iShares Select Dividend ETF | 3.74% | 13,000 | $1.7M | New |
| ARCO Arcos Dorados Holdings Inc. Class A | 3.35% | 196,000 | $1.5M | Add +32.9% |
| TYL Tyler Technologies Inc. | 2.80% | 2,175 | $1.3M | Add +4.8% |
| OSW Onespaworld Holdings Ltd. | 2.72% | 61,400 | $1.3M | No change |
| OEC Orion SA | 2.52% | 110,649 | $1.2M | No change |
| NWSA News Corp. Class A | 2.48% | 38,454 | $1.1M | Add +83.3% |
| EXLS Exlservice Holdings Inc. | 2.35% | 24,700 | $1.1M | Add +13.8% |
| SIMO Silicon Motion Technol-ADR | 2.01% | 12,300 | $925K | New |
| J Jacobs Solutions Inc. | 2.00% | 7,000 | $920K | No change |
| LYFT LYFT Inc. Class A | 1.91% | 56,000 | $883K | Reduce -12.5% |
| META Meta Platforms Inc. Class A | 1.76% | 1,100 | $812K | Reduce -8.3% |
| RDDT Reddit Inc. Class A | 1.53% | 4,700 | $708K | New |
| ROKU Roku Inc. | 1.52% | 8,000 | $703K | Add +128.6% |
| DAKT Daktronics Inc. | 1.31% | 40,000 | $605K | Reduce -7.0% |
| DFH Dream Finders Homes Inc. Class A | 1.25% | 23,000 | $578K | Reduce -50.0% |
| OII Oceaneering Intl Inc. | 1.21% | 27,000 | $559K | No change |
| AVGO Broadcom Inc. | 1.20% | 2,000 | $551K | New |
| M Macy's Inc. | 1.10% | 43,485 | $507K | No change |
| DBX Dropbox Inc. Class A | 1.09% | 17,520 | $501K | Add +29.6% |
| VERX Vertex Inc. Class A | 1.00% | 13,000 | $459K | New |
| SYY Sysco Corp. | 0.99% | 6,000 | $454K | Add +9.1% |
| PEP Pepsico Inc. | 0.94% | 3,300 | $436K | Add +10.0% |
| VZ Verizon Communications Inc. | 0.94% | 10,000 | $433K | No change |
| AMD Advanced Micro Devices | 0.92% | 3,000 | $426K | New |
| UNP Union Pacific Corp. | 0.90% | 1,800 | $414K | New |
| SO The Southern Co. | 0.90% | 4,500 | $413K | New |
| OKE Oneok Inc. | 0.89% | 5,000 | $408K | New |
| UPS United Parcel Service Class B | 0.88% | 4,000 | $404K | Add +17.6% |
| DUK Duke Energy Corp. | 0.87% | 3,400 | $401K | New |
| PG The Procter & Gamble Co. | 0.86% | 2,500 | $398K | New |
| JNJ Johnson & Johnson | 0.86% | 2,600 | $397K | No change |
| KDP Keurig Dr Pepper Inc. | 0.86% | 12,000 | $397K | New |
| BDX Becton Dickinson and Co. | 0.86% | 2,300 | $396K | Add +27.8% |
| D Dominion Energy Inc. | 0.86% | 7,000 | $396K | No change |
| ITW Illinois Tool Works | 0.86% | 1,600 | $396K | New |
| TGT Target Corp. | 0.86% | 4,000 | $395K | New |
| KMB Kimberly-Clark Corp. | 0.84% | 3,000 | $387K | No change |
| CL Colgate-Palmolive Co. | 0.83% | 4,200 | $382K | Reduce -6.7% |
| MRK Merck & Co. Inc. | 0.81% | 4,700 | $372K | Add +4.4% |
| LMT Lockheed Martin Corp. | 0.80% | 800 | $371K | Reduce -20.0% |
| BMY Bristol-Myers Squibb Co. | 0.80% | 8,000 | $370K | New |
| GOOGL Alphabet Inc. Class A | 0.76% | 2,000 | $352K | No change |
| CAG Conagra Brands Inc. | 0.75% | 17,000 | $348K | New |
| DDOG Datadog Inc. Class A | 0.73% | 2,500 | $336K | New |
| MRVL Marvell Technology Inc. | 0.67% | 4,000 | $310K | New |
| PANW Palo Alto Networks Inc. | 0.67% | 1,500 | $307K | New |
| CPB The Campbell's Company | 0.66% | 10,000 | $307K | New |
| SAP Sap SE-Sponsored ADR | 0.66% | 1,000 | $304K | New |
| FOUR SHIFT4 Payments Inc. Class A | 0.64% | 3,000 | $297K | New |
| SLAB Silicon Laboratories Inc. | 0.64% | 2,000 | $295K | New |
| CSCO Cisco Systems Inc. | 0.60% | 4,000 | $278K | New |
| CART Maplebear Inc. | 0.59% | 6,000 | $271K | New |
| KLAC KLA Corp. | 0.58% | 300 | $269K | No change |
| NFLX Netflix Inc. | 0.58% | 200 | $268K | Reduce -60.0% |
| NXPI NXP Semiconductors NV | 0.57% | 1,200 | $262K | New |
| CYBR Cyberark Software Ltd./Israel | 0.53% | 600 | $244K | New |
| STM Stmicroelectronics NV-NY SHS | 0.53% | 8,000 | $243K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.51% | 800 | $236K | Reduce -20.0% |
| SPOT Spotify Technology SA | 0.50% | 300 | $230K | Reduce -50.0% |
| HUT Hut 8 Corp. | 0.48% | 12,000 | $223K | New |
| COHR Coherent Corp. | 0.48% | 2,500 | $223K | New |
| ORCL Oracle Corp. | 0.47% | 1,000 | $219K | New |
| GMS GMS Inc. | 0.47% | 2,000 | $218K | Reduce -80.0% |
| MDB Mongodb Inc. | 0.46% | 1,000 | $210K | New |
| PTON Peloton Interactive Inc. Class A | 0.45% | 30,000 | $208K | New |
| PLTR Palantir Technologies Inc. Class A | 0.44% | 1,500 | $204K | New |
| ETSY Etsy Inc. | 0.44% | 4,000 | $201K | New |
| NVTS Navitas Semiconductor Corp. | 0.14% | 10,000 | $66K | New |
Portfolio Sells Q1 2025 → Q2 2025
| DFH Dream Finders Homes Inc. Class A | Reduce -50.0% | 1.25% | −1.47 |
| GMS GMS Inc. | Reduce -80.0% | 0.47% | −1.45 |
| MOS The Mosaic Co. | Sold out | 0.00% | −1.14 |
| HAL Halliburton Co. | Sold out | 0.00% | −1.13 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −1.13 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −1.09 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −1.09 |
| HON Honeywell International Inc. | Sold out | 0.00% | −1.06 |
| COP Conocophillips | Sold out | 0.00% | −1.05 |
| INTC Intel Corp. | Sold out | 0.00% | −1.04 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −1.04 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −1.01 |
| PSX Phillips 66 | Sold out | 0.00% | −1.01 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −1.01 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −1.00 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.99 |
| OMC Omnicom Group | Sold out | 0.00% | −0.98 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.95 |
| DOW Dow Inc. | Sold out | 0.00% | −0.92 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.68 |
| NFLX Netflix Inc. | Reduce -60.0% | 0.58% | −0.64 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −0.57 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.57 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.56 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.53 |
| ALGM Allegro Microsystems Inc. | Sold out | 0.00% | −0.53 |
| LMT Lockheed Martin Corp. | Reduce -20.0% | 0.80% | −0.37 |
| SPOT Spotify Technology SA | Reduce -50.0% | 0.50% | −0.37 |
| CL Colgate-Palmolive Co. | Reduce -6.7% | 0.83% | −0.28 |
| IBM Intl Business Machines Corp. | Reduce -20.0% | 0.51% | −0.14 |
| LYFT LYFT Inc. Class A | Reduce -12.5% | 1.91% | −0.08 |
| DAKT Daktronics Inc. | Reduce -7.0% | 1.31% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -8.3% | 1.76% | −0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| DVY iShares Select Dividend ETF | New | 3.74% | +3.74 |
| SIMO Silicon Motion Technol-ADR | New | 2.01% | +2.01 |
| RDDT Reddit Inc. Class A | New | 1.53% | +1.53 |
| AVGO Broadcom Inc. | New | 1.20% | +1.20 |
| VERX Vertex Inc. Class A | New | 1.00% | +1.00 |
| PRIM Primoris Services Corp. | Add +15.8% | 4.33% | +0.99 |
| NWSA News Corp. Class A | Add +83.3% | 2.48% | +0.98 |
| AMD Advanced Micro Devices | New | 0.92% | +0.92 |
| UNP Union Pacific Corp. | New | 0.90% | +0.90 |
| SO The Southern Co. | New | 0.90% | +0.90 |
| OKE Oneok Inc. | New | 0.89% | +0.89 |
| ROKU Roku Inc. | Add +128.6% | 1.52% | +0.88 |
| DUK Duke Energy Corp. | New | 0.87% | +0.87 |
| PG The Procter & Gamble Co. | New | 0.86% | +0.86 |
| KDP Keurig Dr Pepper Inc. | New | 0.86% | +0.86 |
| ITW Illinois Tool Works | New | 0.86% | +0.86 |
| TGT Target Corp. | New | 0.86% | +0.86 |
| BMY Bristol-Myers Squibb Co. | New | 0.80% | +0.80 |
| CAG Conagra Brands Inc. | New | 0.75% | +0.75 |
| DDOG Datadog Inc. Class A | New | 0.73% | +0.73 |
| MRVL Marvell Technology Inc. | New | 0.67% | +0.67 |
| PANW Palo Alto Networks Inc. | New | 0.67% | +0.67 |
| CPB The Campbell's Company | New | 0.66% | +0.66 |
| SAP Sap SE-Sponsored ADR | New | 0.66% | +0.66 |
| FOUR SHIFT4 Payments Inc. Class A | New | 0.64% | +0.64 |
| SLAB Silicon Laboratories Inc. | New | 0.64% | +0.64 |
| CSCO Cisco Systems Inc. | New | 0.60% | +0.60 |
| GAP The Gap Inc. | Add +35.9% | 3.79% | +0.60 |
| CART Maplebear Inc. | New | 0.59% | +0.59 |
| NXPI NXP Semiconductors NV | New | 0.57% | +0.57 |
| CYBR Cyberark Software Ltd./Israel | New | 0.53% | +0.53 |
| STM Stmicroelectronics NV-NY SHS | New | 0.53% | +0.53 |
| HUT Hut 8 Corp. | New | 0.48% | +0.48 |
| COHR Coherent Corp. | New | 0.48% | +0.48 |
| ORCL Oracle Corp. | New | 0.47% | +0.47 |
| MDB Mongodb Inc. | New | 0.46% | +0.46 |
| PTON Peloton Interactive Inc. Class A | New | 0.45% | +0.45 |
| PLTR Palantir Technologies Inc. Class A | New | 0.44% | +0.44 |
| ETSY Etsy Inc. | New | 0.44% | +0.44 |
| ARCO Arcos Dorados Holdings Inc. Class A | Add +32.9% | 3.35% | +0.23 |
| NVTS Navitas Semiconductor Corp. | New | 0.14% | +0.14 |
| DBX Dropbox Inc. Class A | Add +29.6% | 1.09% | +0.14 |
| SYY Sysco Corp. | Add +9.1% | 0.99% | −0.10 |
| UPS United Parcel Service Class B | Add +17.6% | 0.88% | −0.11 |
| BDX Becton Dickinson and Co. | Add +27.8% | 0.86% | −0.22 |
| PEP Pepsico Inc. | Add +10.0% | 0.94% | −0.24 |
| MRK Merck & Co. Inc. | Add +4.4% | 0.81% | −0.25 |
| EXLS Exlservice Holdings Inc. | Add +13.8% | 2.35% | −0.35 |
| WBD Warner Bros Discovery Inc. | Add +7.6% | 6.84% | −0.37 |
| TYL Tyler Technologies Inc. | Add +4.8% | 2.80% | −0.37 |
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 |