Investor
West Tower Group, LLC
CIK 0001965819 · filed 2026-04-29 · SEC filing
13F book
$32.1M
Positions
32
8 new · 52 sold
Largest name
15.9%
Enhabit Inc
Est. mark
$89K
Price effect on 24 names still held. Flow −$11.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Enhabit Inc | — | 361K | $5.09M | 15.9% | $1.76M | Cut$1.63M |
| Perrigo Co Plc | PRGO | 352.5K | $3.79M | 11.8% | −$772.6K | Added$404.2K |
| Primoris Svcs Corp | — | 26.4K | $3.77M | 11.8% | $495.2K | Added$519.8K |
| News Corp New | — | 86.4K | $2.15M | 6.7% | −$38.6K | Added$1.31M |
| Lyft, Inc. | LYFT | 138.4K | $1.84M | 5.7% | −$273.1K | Added$969.5K |
| Onespaworld Holdings Limited | — | 63.9K | $1.47M | 4.6% | $135.7K | Added$192.3K |
| Roku, Inc | ROKU | 12.9K | $1.23M | 3.8% | −$179.6K | Cut−$233.9K |
| Generac Hldgs Inc | — | 6K | $1.17M | 3.7% | — | New |
| Reddit, Inc. | RDDT | 8.7K | $1.17M | 3.7% | −$818.9K | Added−$805.4K |
| Warner Bros. Discovery, Inc. | WBD | 41.9K | $1.15M | 3.6% | −$57K | Cut−$723.2K |
| Jacobs Solutions Inc. | J | 9K | $1.15M | 3.6% | −$41.4K | Added$85.8K |
| Silicon Motion Technology CORP | SIMO | 8.95K | $1.01M | 3.1% | $175.4K | Cut−$134.9K |
| Arcos Dorados Holdings Inc. | ARCO | 109.9K | $906.3K | 2.8% | $100K | Cut−$258.8K |
| Apple Inc. | AAPL | 3K | $761.4K | 2.4% | −$27.1K | Added$353.6K |
| Ferroglobe Plc | GSM | 125.3K | $516.2K | 1.6% | −$65.1K | Held |
| Figma, Inc. | FIG | 21K | $443.9K | 1.4% | — | New |
| Cabot Corp | CBT | 5.86K | $441.4K | 1.4% | $52.9K | Cut−$303.3K |
| Intel Corp | INTC | 10K | $441.3K | 1.4% | $72.3K | Held |
| Symbotic Inc. | SYM | 7K | $372.4K | 1.2% | — | New |
| Tyler Technologies Inc | TYL | 1.02K | $350.9K | 1.1% | −$114.4K | Cut−$818K |
| Amazon Com Inc | AMZN | 1.5K | $312.4K | 1.0% | −$33.8K | Cut−$149.2K |
| Advanced Micro Devices Inc | AMD | 1.5K | $305.1K | 1.0% | — | New |
| SOLV Energy, Inc. | MWH | 9K | $270.3K | 0.8% | — | New |
| ExlService Holdings, Inc. | EXLS | 8.7K | $264.9K | 0.8% | −$104.3K | Cut−$910.7K |
| Airbnb, Inc. | ABNB | 2K | $252.6K | 0.8% | — | New |
| International Business Machs | — | 1K | $242.4K | 0.8% | −$53.8K | Cut−$350K |
| Take-Two Interactive Softwar | — | 1.2K | $237K | 0.7% | — | New |
| Salesforce, Inc. | CRM | 1.2K | $224K | 0.7% | −$78.2K | Added−$40.9K |
| Nokia Corp | — | 25K | $201K | 0.6% | $39.2K | Cut−$57.8K |
| Alkami Technology, Inc. | ALKT | 12K | $188K | 0.6% | — | New |
| Peloton Interactive, Inc. | PTON | 40K | $171.6K | 0.5% | −$37.4K | Added$48.4K |
| Zeta Global Holdings Corp. | ZETA | 10K | $159.2K | 0.5% | −$44.3K | Cut−$146.1K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.