West Tower Group, LLC 13F Holdings · Q2 2026
West Tower Group, LLC reported 45 securities worth $35.62M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PRGO (10.28%), LYFT (7.54%), PRIM (7.23%). Among its top 25 positions this quarter: 10 new, 3 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PRGO | PERRIGO CO PLC | $3.7M | 10.28% | 352,522 | Hold |
| 2 | LYFT | LYFT INC | $2.7M | 7.54% | 183,929 | Added |
| 3 | PRIM | PRIMORIS SVCS CORP | $2.6M | 7.23% | 25,972 | Trimmed |
| 4 | OSW | ONESPAWORLD HOLDINGS LIMITED | $1.8M | 5.06% | 63,867 | Hold |
| 5 | NWSA | NEWS CORP NEW | $1.7M | 4.76% | 68,285 | Trimmed |
| 6 | ROKU | ROKU INC | $1.5M | 4.25% | 10,950 | Trimmed |
| 7 | FISV | FISERV INC | $1.4M | 4.03% | 29,301 | New |
| 8 | RDDT | REDDIT INC | $1.4M | 4.00% | 8,200 | Trimmed |
| 9 | STTK | SHATTUCK LABS INC | $1.3M | 3.73% | 191,625 | New |
| 10 | SIMO | SILICON MOTION TECHNOLOGY CO | $1.3M | 3.56% | 3,800 | Trimmed |
| 11 | GNRC | GENERAC HLDGS INC | $1.2M | 3.37% | 4,100 | Trimmed |
| 12 | WBD | WARNER BROS DISCOVERY INC | $1.1M | 3.14% | 41,915 | Hold |
| 13 | CBT | CABOT CORP | $970,048 | 2.72% | 10,681 | Added |
| 14 | ARCO | ARCOS DORADOS HLDGS INC | $885,464 | 2.49% | 109,859 | Hold |
| 15 | ADI | ANALOG DEVICES INC | $794,340 | 2.23% | 2,000 | New |
| 16 | MWH | SOLV ENERGY INC | $783,150 | 2.20% | 23,000 | Added |
| 17 | J | JACOBS SOLUTIONS INC | $781,200 | 2.19% | 6,200 | Trimmed |
| 18 | AGX | ARGAN INC | $678,768 | 1.91% | 850 | New |
| 19 | GOOGL | ALPHABET INC | $536,055 | 1.50% | 1,500 | New |
| 20 | VIXY | PROSHARES TR II | $532,250 | 1.49% | 25,000 | New |
| 21 | ROAD | CONSTRUCTION PARTNERS INC | $498,834 | 1.40% | 4,200 | New |
| 22 | LRCX | LAM RESEARCH CORP | $476,663 | 1.34% | 1,100 | New |
| 23 | CSCO | CISCO SYS INC | $469,840 | 1.32% | 4,000 | New |
| 24 | STM | STMICROELECTRONICS N V | $449,340 | 1.26% | 6,000 | New |
| 25 | GSM | FERROGLOBE PLC | $398,406 | 1.12% | 125,285 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR