West Tower Group, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), West Tower Group, LLC reported 47 stock positions worth $34.5 million. Its top holding was Perrigo (PRGO) at 11.2% of the portfolio, followed by Primoris Services (PRIM, 10.7%) and Enhabit (EHAB, 8.7%). Compared with Q2 2025, it opened 19 new positions, sold out of 45, added to 8 and reduced 11. The biggest buy was Primoris Services (PRIM, shares +5%) and the biggest sale an exit from Gap (GAP).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001965819
- Portfolio Value
- $34.5M (Q3 2025)
- SEC Filing
- 0001965819-25-000007 ↗ filed Oct 16, 2025
Holdings Value
Holdings 47 stocks · $34.5M
| PRGO Perrigo Co. PLC | 11.18% | 173,241 | $3.9M | Add +45.7% |
| PRIM Primoris Services Corp. | 10.70% | 26,900 | $3.7M | Add +5.1% |
| EHAB Enhabit Inc. | 8.71% | 375,142 | $3.0M | Add +31.6% |
| WBD Warner Bros Discovery Inc. | 5.77% | 101,977 | $2.0M | Reduce -62.9% |
| RDDT Reddit Inc. Class A | 4.46% | 6,700 | $1.5M | Add +42.5% |
| OSW Onespaworld Holdings Ltd. | 3.76% | 61,400 | $1.3M | No change |
| EXLS Exlservice Holdings Inc. | 3.53% | 27,700 | $1.2M | Add +12.2% |
| SIMO Silicon Motion Technol-ADR | 3.38% | 12,300 | $1.2M | No change |
| TYL Tyler Technologies Inc. | 3.30% | 2,175 | $1.1M | No change |
| LYFT LYFT Inc. Class A | 3.25% | 51,000 | $1.1M | Reduce -8.9% |
| ROKU Roku Inc. | 3.19% | 11,000 | $1.1M | Add +37.5% |
| ARCO Arcos Dorados Holdings Inc. Class A | 3.10% | 158,736 | $1.1M | Reduce -19.0% |
| NWSA News Corp. Class A | 2.89% | 32,454 | $997K | Reduce -15.6% |
| J Jacobs Solutions Inc. | 2.47% | 5,700 | $854K | Reduce -18.6% |
| OEC Orion SA | 2.43% | 110,649 | $839K | No change |
| INTC Intel Corp. | 2.36% | 24,300 | $815K | New |
| OII Oceaneering Intl Inc. | 1.94% | 27,000 | $669K | No change |
| MRVL Marvell Technology Inc. | 1.83% | 7,500 | $631K | Add +87.5% |
| DBX Dropbox Inc. Class A | 1.53% | 17,520 | $529K | No change |
| DFH Dream Finders Homes Inc. Class A | 1.50% | 19,951 | $517K | Reduce -13.3% |
| DAKT Daktronics Inc. | 1.30% | 21,500 | $450K | Reduce -46.3% |
| SPOT Spotify Technology SA | 1.01% | 500 | $349K | Add +66.7% |
| AMAT Applied Materials Inc. | 0.89% | 1,500 | $307K | New |
| SMR Nuscale Power Corp. | 0.83% | 8,000 | $288K | New |
| DELL Dell Technologies -C | 0.82% | 2,000 | $284K | New |
| EWZ iShares MSCI Brazil ETF | 0.82% | 9,100 | $282K | New |
| ORCL Oracle Corp. | 0.81% | 1,000 | $281K | No change |
| RBLX Roblox Corp. Class A | 0.80% | 2,000 | $277K | New |
| AVGO Broadcom Inc. | 0.76% | 800 | $264K | Reduce -60.0% |
| GOOGL Alphabet Inc. Class A | 0.70% | 1,000 | $243K | Reduce -50.0% |
| ZETA Zeta Global Holdings Corp. Class A | 0.69% | 12,000 | $238K | New |
| ANET Arista Networks Inc. | 0.68% | 1,600 | $233K | New |
| NXPI NXP Semiconductors NV | 0.66% | 1,000 | $228K | Reduce -16.7% |
| VRT Vertiv Holdings Co. Class A | 0.66% | 1,500 | $226K | New |
| STM Stmicroelectronics NV-NY SHS | 0.66% | 8,000 | $226K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.65% | 800 | $226K | No change |
| SNOW Snowflake Inc. | 0.65% | 1,000 | $226K | New |
| GTLB Gitlab Inc. Class A | 0.65% | 5,000 | $225K | New |
| PTON Peloton Interactive Inc. Class A | 0.65% | 25,000 | $225K | Reduce -16.7% |
| PD Pagerduty Inc. | 0.62% | 13,000 | $215K | New |
| ZS Zscaler Inc. | 0.61% | 700 | $210K | New |
| COP Conocophillips | 0.60% | 2,178 | $206K | New |
| XLP SS Consumer Staples Sel Sect | 0.59% | 2,600 | $204K | New |
| TEM Tempus AI Inc. Class A | 0.58% | 2,500 | $202K | New |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.52% | 25,000 | $181K | New |
| LAES Sealsq Corp. | 0.25% | 23,500 | $88K | New |
| SNAP Snap Inc. Class A | 0.22% | 10,000 | $77K | New |
Portfolio Sells Q2 2025 → Q3 2025
| GAP The Gap Inc. | Sold out | 0.00% | −3.79 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −3.74 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −1.76 |
| M Macy's Inc. | Sold out | 0.00% | −1.10 |
| WBD Warner Bros Discovery Inc. | Reduce -62.9% | 5.77% | −1.07 |
| VERX Vertex Inc. Class A | Sold out | 0.00% | −1.00 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.99 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.94 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.94 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.92 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.90 |
| SO The Southern Co. | Sold out | 0.00% | −0.90 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.89 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.88 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.87 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.86 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.86 |
| KDP Keurig Dr Pepper Inc. | Sold out | 0.00% | −0.86 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.86 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.86 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.86 |
| TGT Target Corp. | Sold out | 0.00% | −0.86 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.84 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.83 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.81 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.80 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.80 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.75 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.73 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.67 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.66 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.66 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.64 |
| SLAB Silicon Laboratories Inc. | Sold out | 0.00% | −0.64 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.60 |
| CART Maplebear Inc. | Sold out | 0.00% | −0.59 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.58 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.58 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.53 |
| HUT Hut 8 Corp. | Sold out | 0.00% | −0.48 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.48 |
| GMS GMS Inc. | Sold out | 0.00% | −0.47 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.46 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.44 |
| ETSY Etsy Inc. | Sold out | 0.00% | −0.44 |
| AVGO Broadcom Inc. | Reduce -60.0% | 0.76% | −0.43 |
| ARCO Arcos Dorados Holdings Inc. Class A | Reduce -19.0% | 3.10% | −0.25 |
| NVTS Navitas Semiconductor Corp. | Sold out | 0.00% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -50.0% | 0.70% | −0.06 |
| DAKT Daktronics Inc. | Reduce -46.3% | 1.30% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| PRIM Primoris Services Corp. | Add +5.1% | 10.70% | +6.37 |
| PRGO Perrigo Co. PLC | Add +45.7% | 11.18% | +4.29 |
| RDDT Reddit Inc. Class A | Add +42.5% | 4.46% | +2.93 |
| EHAB Enhabit Inc. | Add +31.6% | 8.71% | +2.74 |
| INTC Intel Corp. | New | 2.36% | +2.36 |
| ROKU Roku Inc. | Add +37.5% | 3.19% | +1.67 |
| EXLS Exlservice Holdings Inc. | Add +12.2% | 3.53% | +1.19 |
| MRVL Marvell Technology Inc. | Add +87.5% | 1.83% | +1.16 |
| AMAT Applied Materials Inc. | New | 0.89% | +0.89 |
| SMR Nuscale Power Corp. | New | 0.83% | +0.83 |
| DELL Dell Technologies -C | New | 0.82% | +0.82 |
| EWZ iShares MSCI Brazil ETF | New | 0.82% | +0.82 |
| RBLX Roblox Corp. Class A | New | 0.80% | +0.80 |
| ZETA Zeta Global Holdings Corp. Class A | New | 0.69% | +0.69 |
| ANET Arista Networks Inc. | New | 0.68% | +0.68 |
| VRT Vertiv Holdings Co. Class A | New | 0.66% | +0.66 |
| SNOW Snowflake Inc. | New | 0.65% | +0.65 |
| GTLB Gitlab Inc. Class A | New | 0.65% | +0.65 |
| PD Pagerduty Inc. | New | 0.62% | +0.62 |
| ZS Zscaler Inc. | New | 0.61% | +0.61 |
| COP Conocophillips | New | 0.60% | +0.60 |
| XLP SS Consumer Staples Sel Sect | New | 0.59% | +0.59 |
| TEM Tempus AI Inc. Class A | New | 0.58% | +0.58 |
| RUM Rum Group Inc. | New | 0.52% | +0.52 |
| SPOT Spotify Technology SA | Add +66.7% | 1.01% | +0.51 |
| LAES Sealsq Corp. | New | 0.25% | +0.25 |
| SNAP Snap Inc. Class A | New | 0.22% | +0.22 |
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 |