West Tower Group, LLC
CIK: 0001965819SEC EDGAR →
Portfolio Value
$44.4M
Holdings
78
As of
Q4 2025
New Positions
78
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ENHABIT INC | 375,142 | $3.5M | 7.79% |
| 2 | PERRIGO CO PLC | 242,955 | $3.4M | 7.61% |
| 3 | PRIMORIS SVCS CORP | 26,200 | $3.3M | 7.32% |
| 4 | REDDIT INC | 8,600 | $2.0M | 4.45% |
| 5 | WARNER BROS DISCOVERY INC | 65,030 | $1.9M | 4.22% |
| 6 | ROKU INC | 13,450 | $1.5M | 3.29% |
| 7 | ONESPAWORLD HOLDINGS LIMITED | 61,400 | $1.3M | 2.87% |
| 8 | EXLSERVICE HOLDINGS INC | 27,700 | $1.2M | 2.65% |
| 9 | TYLER TECHNOLOGIES INC | 2,575 | $1.2M | 2.63% |
| 10 | ARCOS DORADOS HOLDINGS INC | 158,736 | $1.2M | 2.62% |
Quarterly Changes
New Positions (78)
$3.5M · 375K shares
$3.4M · 243K shares
$3.3M · 26K shares
$2.0M · 9K shares
$1.9M · 65K shares
$1.5M · 13K shares
$1.3M · 61K shares
$1.2M · 28K shares
$1.2M · 3K shares
$1.2M · 159K shares
$1.1M · 12K shares
$1.1M · 8K shares
$871K · 45K shares
$847K · 32K shares
$744K · 11K shares
$689K · 7K shares
$648K · 27K shares
$592K · 2K shares
$581K · 125K shares
VANECK ETF TRUST
$531K · 50 shares
$487K · 18K shares
$461K · 2K shares
$456K · 87K shares
$440K · 26K shares
VANECK ETF TRUST
$414K · 50 shares
$407K · 2K shares
$369K · 10K shares
$355K · 3K shares
$330K · 500 shares
$325K · 2K shares
$305K · 15K shares
$303K · 2K shares
$297K · 4K shares
$293K · 2K shares
$290K · 2K shares
$287K · 2K shares
$287K · 4K shares
$285K · 3K shares
$282K · 9K shares
$282K · 10K shares
$282K · 4K shares
$281K · 12K shares
$280K · 4K shares
$279K · 7K shares
$279K · 17K shares
$277K · 1K shares
$276K · 3K shares
$274K · 2K shares
$274K · 3K shares
$274K · 10K shares
$274K · 5K shares
$272K · 5K shares
$272K · 2K shares
$272K · 3K shares
$271K · 1K shares
$270K · 2K shares
$270K · 6K shares
$269K · 9K shares
$269K · 3K shares
$268K · 2K shares
$268K · 6K shares
$264K · 1K shares
$262K · 3K shares
$261K · 800 shares
$259K · 10K shares
$258K · 40K shares
$257K · 3K shares
$256K · 3K shares
$244K · 1K shares
$243K · 2K shares
$230K · 1K shares
$225K · 1K shares
$218K · 3K shares
$207K · 600 shares
$205K · 2K shares
$183K · 15K shares
$123K · 20K shares
$88K · 24K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 23 | $9.8M | 22.1% |
| Communication Services | 8 | $7.8M | 17.6% |
| Healthcare | 5 | $7.6M | 17.2% |
| Industrials | 4 | $4.9M | 11.0% |
| Financial Services | 15 | $4.1M | 9.3% |
| Consumer Cyclical | 5 | $3.5M | 7.8% |
| Energy | 7 | $2.3M | 5.2% |
| Basic Materials | 4 | $2.1M | 4.6% |
| Unknown | 3 | $1.1M | 2.6% |
| Consumer Defensive | 3 | $844K | 1.9% |
| Utilities | 1 | $256K | 0.6% |