West Tower Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), West Tower Group, LLC reported 32 stock positions worth $32.0 million. Its top holding was Enhabit (EHAB) at 15.9% of the portfolio, followed by Perrigo (PRGO, 11.8%) and Primoris Services (PRIM, 11.8%). Compared with Q4 2025, it opened 8 new positions, sold out of 52, added to 10 and reduced 12. The biggest buy was News Class A (NWSA, shares +166%) and the biggest sale Exlservice (EXLS, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001965819
- Portfolio Value
- $32.0M (Q1 2026)
- SEC Filing
- 0001965819-26-000003 ↗ filed Apr 29, 2026
Holdings Value
Holdings 32 stocks · $32.0M
| EHAB Enhabit Inc. | 15.88% | 361,009 | $5.1M | Reduce -3.8% |
| PRGO Perrigo Co. PLC | 11.82% | 352,522 | $3.8M | Add +45.1% |
| PRIM Primoris Services Corp. | 11.77% | 26,372 | $3.8M | Add +0.7% |
| NWSA News Corp. Class A | 6.72% | 86,359 | $2.2M | Add +166.1% |
| LYFT LYFT Inc. Class A | 5.75% | 138,432 | $1.8M | Add +207.6% |
| OSW Onespaworld Holdings Ltd. | 4.58% | 63,867 | $1.5M | Add +4.0% |
| ROKU Roku Inc. | 3.82% | 12,950 | $1.2M | Reduce -3.7% |
| GNRC Generac Holdings Inc. | 3.66% | 6,000 | $1.2M | New |
| RDDT Reddit Inc. Class A | 3.66% | 8,700 | $1.2M | Add +1.2% |
| WBD Warner Bros Discovery Inc. | 3.59% | 41,915 | $1.2M | Reduce -35.5% |
| J Jacobs Solutions Inc. | 3.58% | 9,000 | $1.1M | Add +12.5% |
| SIMO Silicon Motion Technol-ADR | 3.14% | 8,953 | $1.0M | Reduce -27.2% |
| ARCO Arcos Dorados Holdings Inc. Class A | 2.83% | 109,859 | $906K | Reduce -30.8% |
| AAPL Apple Inc. | 2.38% | 3,000 | $761K | Add +100.0% |
| GSM Ferroglobe PLC | 1.61% | 125,285 | $516K | No change |
| FIG Figma Inc. Class A | 1.39% | 21,000 | $444K | New |
| CBT Cabot Corp. | 1.38% | 5,861 | $441K | Reduce -47.8% |
| INTC Intel Corp. | 1.38% | 10,000 | $441K | No change |
| SYM Symbotic Inc. | 1.16% | 7,000 | $372K | New |
| TYL Tyler Technologies Inc. | 1.10% | 1,025 | $351K | Reduce -60.2% |
| AMZN Amazon.com Inc. | 0.98% | 1,500 | $312K | Reduce -25.0% |
| AMD Advanced Micro Devices | 0.95% | 1,500 | $305K | New |
| MWH Solv Energy Inc. Class A | 0.84% | 9,000 | $270K | New |
| EXLS Exlservice Holdings Inc. | 0.83% | 8,700 | $265K | Reduce -68.6% |
| ABNB Airbnb Inc. Class A | 0.79% | 2,000 | $253K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.76% | 1,000 | $242K | Reduce -50.0% |
| TTWO Take-Two Interactive Softwre | 0.74% | 1,200 | $237K | New |
| CRM Salesforce Inc. | 0.70% | 1,200 | $224K | Add +20.0% |
| NOK Nokia Corp.-Spon ADR | 0.63% | 25,000 | $201K | Reduce -37.5% |
| ALKT Alkami Technology Inc. | 0.59% | 12,000 | $188K | New |
| PTON Peloton Interactive Inc. Class A | 0.54% | 40,000 | $172K | Add +100.0% |
| ZETA Zeta Global Holdings Corp. Class A | 0.50% | 10,000 | $159K | Reduce -33.3% |
Options reported separately and not counted above: PELOTON INTERACTIVE INC calls ($13K).
Portfolio Sells Q4 2025 → Q1 2026
| EXLS Exlservice Holdings Inc. | Reduce -68.6% | 0.83% | −1.88 |
| TYL Tyler Technologies Inc. | Reduce -60.2% | 1.10% | −1.59 |
| FWONK Liberty Media Corp. Class C | Sold out | 0.00% | −1.59 |
| OII Oceaneering Intl Inc. | Sold out | 0.00% | −1.49 |
| DBX Dropbox Inc. Class A | Sold out | 0.00% | −1.12 |
| OEC Orion SA | Sold out | 0.00% | −1.05 |
| DFH Dream Finders Homes Inc. Class A | Sold out | 0.00% | −1.01 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.82 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.76 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.75 |
| WBD Warner Bros Discovery Inc. | Reduce -35.5% | 3.59% | −0.72 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.70 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.68 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.67 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.67 |
| COPX Global X Copper Miners ETF | Sold out | 0.00% | −0.66 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.66 |
| BG Bunge Global SA | Sold out | 0.00% | −0.66 |
| EWZ iShares MSCI Brazil ETF | Sold out | 0.00% | −0.65 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.65 |
| OMC Omnicom Group | Sold out | 0.00% | −0.65 |
| APA Apa Corp. | Sold out | 0.00% | −0.65 |
| REMX Vaneck Rar Earth ND STG-Usdi | Sold out | 0.00% | −0.65 |
| FXI iShares China Large-Cap ETF | Sold out | 0.00% | −0.64 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.64 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.64 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.64 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.63 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.63 |
| URNM Sprott Uranium Miners ETF | Sold out | 0.00% | −0.63 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.63 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.63 |
| XRT SS SPDR S&P Retail ETF | Sold out | 0.00% | −0.63 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.63 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.63 |
| TAN Invesco Solar ETF | Sold out | 0.00% | −0.62 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.62 |
| ARKG ARK Genomic Revolution ETF | Sold out | 0.00% | −0.62 |
| XME SS SPDR S&P Metals Mining | Sold out | 0.00% | −0.62 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.62 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.62 |
| IBM Intl Business Machines Corp. | Reduce -50.0% | 0.76% | −0.61 |
| COP Conocophillips | Sold out | 0.00% | −0.60 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.60 |
| STM Stmicroelectronics NV-NY SHS | Sold out | 0.00% | −0.60 |
| XHB SS SPDR S&P Homebldrs ETF | Sold out | 0.00% | −0.59 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.59 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.56 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.56 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.53 |
Portfolio Buys Q4 2025 → Q1 2026
| NWSA News Corp. Class A | Add +166.1% | 6.72% | +4.77 |
| PRIM Primoris Services Corp. | Add +0.7% | 11.77% | +4.29 |
| PRGO Perrigo Co. PLC | Add +45.1% | 11.82% | +4.04 |
| LYFT LYFT Inc. Class A | Add +207.6% | 5.75% | +3.74 |
| GNRC Generac Holdings Inc. | New | 3.66% | +3.66 |
| OSW Onespaworld Holdings Ltd. | Add +4.0% | 4.58% | +1.65 |
| AAPL Apple Inc. | Add +100.0% | 2.38% | +1.44 |
| FIG Figma Inc. Class A | New | 1.39% | +1.39 |
| SYM Symbotic Inc. | New | 1.16% | +1.16 |
| J Jacobs Solutions Inc. | Add +12.5% | 3.58% | +1.14 |
| AMD Advanced Micro Devices | New | 0.95% | +0.95 |
| MWH Solv Energy Inc. Class A | New | 0.84% | +0.84 |
| ABNB Airbnb Inc. Class A | New | 0.79% | +0.79 |
| TTWO Take-Two Interactive Softwre | New | 0.74% | +0.74 |
| ALKT Alkami Technology Inc. | New | 0.59% | +0.59 |
| PTON Peloton Interactive Inc. Class A | Add +100.0% | 0.54% | +0.25 |
| CRM Salesforce Inc. | Add +20.0% | 0.70% | +0.09 |
| RDDT Reddit Inc. Class A | Add +1.2% | 3.66% | −0.89 |
Options Activity Q4 2025 → Q1 2026
| VANECK ETF TRUST | put | Sold out | 50 | $532Kbefore exit |
| VANECK ETF TRUST | put | Sold out | 50 | $414Kbefore exit |
| PELOTON INTERACTIVE INC | call | New | 3,000 | $13K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |