West Tower Group, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), West Tower Group, LLC reported 76 stock positions worth $43.5 million. Its top holding was Enhabit (EHAB) at 8.0% of the portfolio, followed by Perrigo (PRGO, 7.8%) and Primoris Services (PRIM, 7.5%). Compared with Q3 2025, it opened 48 new positions, sold out of 19, added to 11 and reduced 8. The biggest buy was a new position in Cabot (CBT) and the biggest sale Primoris Services (PRIM, shares −3%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001965819
Portfolio Value
$43.5M (Q4 2025)
SEC Filing
0001965819-26-000001 ↗ filed Feb 4, 2026

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 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 $43.5M Q4 2025 Q1 2026: $32.0M Q1 2026 Q2 2026: $35.6M Q2 2026

Holdings 76 stocks · $43.5M
EHAB Enhabit Inc. 7.96% 375,142 $3.5M No change
PRGO Perrigo Co. PLC 7.78% 242,955 $3.4M Add +40.2%
PRIM Primoris Services Corp. 7.48% 26,200 $3.3M Reduce -2.6%
RDDT Reddit Inc. Class A 4.55% 8,600 $2.0M Add +28.4%
WBD Warner Bros Discovery Inc. 4.31% 65,030 $1.9M Reduce -36.2%
ROKU Roku Inc. 3.36% 13,450 $1.5M Add +22.3%
OSW Onespaworld Holdings Ltd. 2.93% 61,400 $1.3M No change
EXLS Exlservice Holdings Inc. 2.70% 27,700 $1.2M No change
TYL Tyler Technologies Inc. 2.69% 2,575 $1.2M Add +18.4%
ARCO Arcos Dorados Holdings Inc. Class A 2.68% 158,736 $1.2M No change
SIMO Silicon Motion Technol-ADR 2.62% 12,300 $1.1M No change
J Jacobs Solutions Inc. 2.44% 8,000 $1.1M Add +40.4%
LYFT LYFT Inc. Class A 2.01% 45,000 $872K Reduce -11.8%
NWSA News Corp. Class A 1.95% 32,454 $848K No change
CBT Cabot Corp. 1.71% 11,235 $745K New
FWONK Liberty Media Corp. Class C 1.59% 7,000 $690K New
OII Oceaneering Intl Inc. 1.49% 27,000 $649K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.36% 2,000 $592K Add +150.0%
GSM Ferroglobe PLC 1.34% 125,285 $581K New
DBX Dropbox Inc. Class A 1.12% 17,520 $487K No change
AMZN Amazon.com Inc. 1.06% 2,000 $462K New
OEC Orion SA 1.05% 86,538 $457K Reduce -21.8%
DFH Dream Finders Homes Inc. Class A 1.01% 25,789 $441K Add +29.3%
AAPL Apple Inc. 0.94% 1,500 $408K New
INTC Intel Corp. 0.85% 10,000 $369K Reduce -58.9%
TWLO Twilio Inc. Class A 0.82% 2,500 $356K New
META Meta Platforms Inc. Class A 0.76% 500 $330K New
NXPI NXP Semiconductors NV 0.75% 1,500 $326K Add +50.0%
ZETA Zeta Global Holdings Corp. Class A 0.70% 15,000 $305K Add +25.0%
IBB iShares Biotechnology ETF 0.70% 1,800 $304K New
SWK Stanley Black & Decker Inc. 0.68% 4,000 $297K New
VLO Valero Energy Corp. 0.67% 1,800 $293K New
QCOM Qualcomm Inc. 0.67% 1,700 $291K New
COPX Global X Copper Miners ETF 0.66% 4,000 $287K New
PEP Pepsico Inc. 0.66% 2,000 $287K New
BG Bunge Global SA 0.66% 3,200 $285K New
EWZ iShares MSCI Brazil ETF 0.65% 8,900 $283K Reduce -2.2%
OMC Omnicom Group 0.65% 3,500 $283K New
HAL Halliburton Co. 0.65% 10,000 $283K New
APA Apa Corp. 0.65% 11,500 $281K New
REMX Vaneck Rar Earth ND STG-Usdi 0.65% 3,800 $281K New
FXI iShares China Large-Cap ETF 0.64% 7,300 $280K New
ICLN iShares Global Clean Energy 0.64% 17,000 $279K New
UNP Union Pacific Corp. 0.64% 1,200 $278K New
PPG PPG Industries Inc. 0.64% 2,700 $277K New
KMI Kinder Morgan Inc. 0.63% 10,000 $275K New
GDX Vaneck Gold Miners ETF 0.63% 3,200 $274K New
URNM Sprott Uranium Miners ETF 0.63% 5,000 $274K New
CVX Chevron Corp. 0.63% 1,800 $274K New
HSY The Hershey Co. 0.63% 1,500 $273K New
XRT SS SPDR S&P Retail ETF 0.63% 3,200 $273K New
BILL Bill Holdings Inc. 0.63% 5,000 $273K New
BDX Becton Dickinson and Co. 0.63% 1,400 $272K New
TAN Invesco Solar ETF 0.62% 5,500 $270K New
GILD Gilead Sciences Inc. 0.62% 2,200 $270K New
ARKG ARK Genomic Revolution ETF 0.62% 9,300 $269K New
XME SS SPDR S&P Metals Mining 0.62% 2,600 $269K New
XLE SS Energy Select Sector 0.62% 6,000 $268K New
XBI SS SPDR S&P Biotech ETF 0.62% 2,200 $268K New
CRM Salesforce Inc. 0.61% 1,000 $265K New
COP Conocophillips 0.60% 2,800 $262K Add +28.6%
AMGN Amgen Inc. 0.60% 800 $262K New
STM Stmicroelectronics NV-NY SHS 0.60% 10,000 $259K Add +25.0%
NOK Nokia Corp.-Spon ADR 0.60% 40,000 $259K New
XHB SS SPDR S&P Homebldrs ETF 0.59% 2,500 $257K New
NEE Nextera Energy Inc. 0.59% 3,200 $257K New
NVDA Nvidia Corp. 0.56% 1,309 $244K New
TEAM Atlassian Corp. Class A 0.56% 1,500 $243K New
PANW Palo Alto Networks Inc. 0.53% 1,250 $230K New
SHOP Shopify Inc. Class A 0.52% 1,400 $225K New
GLW Corning Inc. 0.50% 2,500 $219K New
AVGO Broadcom Inc. 0.48% 600 $208K Reduce -25.0%
TGT Target Corp. 0.47% 2,100 $205K New
FRSH Freshworks Inc. Class A 0.42% 15,000 $184K New
PTON Peloton Interactive Inc. Class A 0.28% 20,000 $123K Reduce -20.0%
LAES Sealsq Corp. 0.20% 23,500 $89K No change

Options reported separately and not counted above: VANECK ETF TRUST puts ($532K), VANECK ETF TRUST puts ($414K).

Portfolio Sells Q3 2025 → Q4 2025
PRIM Primoris Services Corp. Reduce -2.6% 7.48% −3.22
MRVL Marvell Technology Inc. Sold out 0.00% −1.83
INTC Intel Corp. Reduce -58.9% 0.85% −1.51
WBD Warner Bros Discovery Inc. Reduce -36.2% 4.31% −1.46
OEC Orion SA Reduce -21.8% 1.05% −1.38
DAKT Daktronics Inc. Sold out 0.00% −1.30
LYFT LYFT Inc. Class A Reduce -11.8% 2.01% −1.25
SPOT Spotify Technology SA Sold out 0.00% −1.01
AMAT Applied Materials Inc. Sold out 0.00% −0.89
SMR Nuscale Power Corp. Sold out 0.00% −0.83
DELL Dell Technologies -C Sold out 0.00% −0.82
ORCL Oracle Corp. Sold out 0.00% −0.81
RBLX Roblox Corp. Class A Sold out 0.00% −0.80
GOOGL Alphabet Inc. Class A Sold out 0.00% −0.70
ANET Arista Networks Inc. Sold out 0.00% −0.68
VRT Vertiv Holdings Co. Class A Sold out 0.00% −0.66
SNOW Snowflake Inc. Sold out 0.00% −0.65
GTLB Gitlab Inc. Class A Sold out 0.00% −0.65
PD Pagerduty Inc. Sold out 0.00% −0.62
ZS Zscaler Inc. Sold out 0.00% −0.61
XLP SS Consumer Staples Sel Sect Sold out 0.00% −0.59
TEM Tempus AI Inc. Class A Sold out 0.00% −0.58
RUM Rum Group Inc. Sold out 0.00% −0.52
PTON Peloton Interactive Inc. Class A Reduce -20.0% 0.28% −0.37
AVGO Broadcom Inc. Reduce -25.0% 0.48% −0.29
SNAP Snap Inc. Class A Sold out 0.00% −0.22
EWZ iShares MSCI Brazil ETF Reduce -2.2% 0.65% −0.17

Portfolio Buys Q3 2025 → Q4 2025
CBT Cabot Corp. New 1.71% +1.71
FWONK Liberty Media Corp. Class C New 1.59% +1.59
GSM Ferroglobe PLC New 1.34% +1.34
AMZN Amazon.com Inc. New 1.06% +1.06
AAPL Apple Inc. New 0.94% +0.94
TWLO Twilio Inc. Class A New 0.82% +0.82
META Meta Platforms Inc. Class A New 0.76% +0.76
IBM Intl Business Machines Corp. Add +150.0% 1.36% +0.71
IBB iShares Biotechnology ETF New 0.70% +0.70
SWK Stanley Black & Decker Inc. New 0.68% +0.68
VLO Valero Energy Corp. New 0.67% +0.67
QCOM Qualcomm Inc. New 0.67% +0.67
COPX Global X Copper Miners ETF New 0.66% +0.66
PEP Pepsico Inc. New 0.66% +0.66
BG Bunge Global SA New 0.66% +0.66
HAL Halliburton Co. New 0.65% +0.65
OMC Omnicom Group New 0.65% +0.65
APA Apa Corp. New 0.65% +0.65
REMX Vaneck Rar Earth ND STG-Usdi New 0.65% +0.65
FXI iShares China Large-Cap ETF New 0.64% +0.64
ICLN iShares Global Clean Energy New 0.64% +0.64
UNP Union Pacific Corp. New 0.64% +0.64
PPG PPG Industries Inc. New 0.64% +0.64
KMI Kinder Morgan Inc. New 0.63% +0.63
GDX Vaneck Gold Miners ETF New 0.63% +0.63
URNM Sprott Uranium Miners ETF New 0.63% +0.63
CVX Chevron Corp. New 0.63% +0.63
HSY The Hershey Co. New 0.63% +0.63
XRT SS SPDR S&P Retail ETF New 0.63% +0.63
BILL Bill Holdings Inc. New 0.63% +0.63
BDX Becton Dickinson and Co. New 0.63% +0.63
TAN Invesco Solar ETF New 0.62% +0.62
GILD Gilead Sciences Inc. New 0.62% +0.62
ARKG ARK Genomic Revolution ETF New 0.62% +0.62
XME SS SPDR S&P Metals Mining New 0.62% +0.62
XLE SS Energy Select Sector New 0.62% +0.62
XBI SS SPDR S&P Biotech ETF New 0.62% +0.62
CRM Salesforce Inc. New 0.61% +0.61
AMGN Amgen Inc. New 0.60% +0.60
NOK Nokia Corp.-Spon ADR New 0.60% +0.60
XHB SS SPDR S&P Homebldrs ETF New 0.59% +0.59
NEE Nextera Energy Inc. New 0.59% +0.59
NVDA Nvidia Corp. New 0.56% +0.56
TEAM Atlassian Corp. Class A New 0.56% +0.56
PANW Palo Alto Networks Inc. New 0.53% +0.53
SHOP Shopify Inc. Class A New 0.52% +0.52
GLW Corning Inc. New 0.50% +0.50
TGT Target Corp. New 0.47% +0.47
FRSH Freshworks Inc. Class A New 0.42% +0.42
ROKU Roku Inc. Add +22.3% 3.36% +0.17

Options Activity Q3 2025 → Q4 2025
VANECK ETF TRUST put New 50 $532K
VANECK ETF TRUST put New 50 $414K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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