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West Tower Group, LLC

CIK 1965819 · latest 13F filed 14 October 2026 · Read the filing on EDGAR

West Tower Group, LLC reported 31 US-listed holdings worth $27.0 million in its 13F for the quarter ended 30 September 2026, filed 14 October 2026. Its largest: Perrigo Co. plc (19.3%), Lyft, Inc. (7.5%) and Primoris Services Corp. (7.1%). Against the quarter before, it opened 6 positions, added to 7, trimmed 13 and sold out of 20.

Reported holdings$27.0M-24.3% on Q2 2026
Positions31-14 on Q2 2026
The largest ten67.8%of its reported holdings
Latest 13FQ3 2026filed 14 October 2026
Where the money is
Added toHeldTrimmed
PRGO19.3%LYFT7.5%PRIM7.1%ROKU6.2%GNRC5.3%STTK4.8%OSW4.7%SIMO4.4%RDDT4.3%NWSA4.1%VIXY3.1%FISV2.6%MWH2.5%ABNB2.4%17 more21.6%

The 14 largest of its 31 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $46.8 million in 113 positions$46.8MQ3 24Q4 2024: $45.1 million in 76 positions$45.1MQ4 24Q1 2025: $38.1 million in 60 positions$38.1MQ1 25Q2 2025: $46.1 million in 73 positions$46.1MQ2 25Q3 2025: $34.5 million in 47 positions$34.5MQ3 25Q4 2025: $43.5 million in 76 positions$43.5MQ4 25Q1 2026: $32.0 million in 32 positions$32.0MQ1 26Q2 2026: $35.6 million in 45 positions$35.6MQ2 26Q3 2026: $27.0 million in 31 positions$27.0MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +28.3% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +28.3%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 6Added 7Held 5Trimmed 13Sold out 20
Opened: 6Added: 7Held: 5Trimmed: 13Sold out: 20

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 6

  1. MYR Group Inc. MYRG$584,920
  2. Global X FDS URA$398,500
  3. Janux Therapeutics Inc. JANX$397,440
  4. Qualcomm Inc. QCOM$368,080
  5. ServiceNow, Inc. NOW$268,020
  6. Erock Inc Class Class A EROC$196,160

Added to 7

  1. Generac Holdings Inc. GNRC+2,863 shares · +70%
  2. ProShares Trust II Vix SHT Term Fut VIXY+25,000 shares · +100%
  3. Airbnb, Inc. ABNB+1,500 shares · +60%
  4. Solv Energy Inc. MWH+5,000 shares · +22%
  5. Silicon Motion Technology Corporation SIMO+427 shares · +11%
  6. Construction Partners, Inc. ROAD+700 shares · +17%
  7. Ferroglobe PLC GSM+15,683 shares · +13%

Trimmed 13

  1. News Corp. NWSA-29,519 shares · -43%
  2. Lyft, Inc. LYFT-49,679 shares · -27%
  3. Fiserv Inc. FISV-13,644 shares · -47%
  4. Jacobs Solutions Inc. J-2,932 shares · -47%
  5. Analog Devices Inc. ADI-800 shares · -40%
  6. Alphabet Inc. GOOGL-700 shares · -47%
  7. Onespaworld Holdings Ltd. OSW-7,367 shares · -12%
  8. Snowflake Inc. SNOW-400 shares · -40%

and 5 more in the table below

Sold out of 20

  1. Warner Bros Discovery Inc. WBD$1.1 million last quarter
  2. Cabot Corp. CBT$970,048 last quarter
  3. Arcos Dorados Holdings Inc. ARCO$885,464 last quarter
  4. Lam Research Corp. LRCX$476,663 last quarter
  5. Cisco Systems, Inc. CSCO$469,840 last quarter
  6. STMicroelectronics N.V. STM$449,340 last quarter
  7. Take-Two Interactive Software, Inc. TTWO$399,968 last quarter
  8. NXP Semiconductors N.V. NXPI$365,339 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Perrigo Co. plc PRGO352.5K$5.2 million19.29%no change
Lyft, Inc. LYFT134.2K$2.0 million7.47%-49.7K
Primoris Services Corp. PRIM25.8K$1.9 million7.12%-200
Roku, Inc. ROKU10.9K$1.7 million6.18%no change
Generac Holdings Inc. GNRC7.0K$1.4 million5.34%+2.9K
Shattuck Labs Inc. STTK191.6K$1.3 million4.84%no change
Onespaworld Holdings Ltd. OSW56.5K$1.3 million4.71%-7.4K
Silicon Motion Technology Corporation SIMO4.2K$1.2 million4.39%+427
Reddit, Inc. RDDT8.2K$1.2 million4.33%no change
News Corp. NWSA38.8K$1.1 million4.12%-29.5K
ProShares Trust II Vix SHT Term Fut VIXY50.0K$847,0003.14%+25.0K
Fiserv Inc. FISV15.7K$707,3832.62%-13.6K
Solv Energy Inc. MWH28.0K$672,5602.49%+5.0K
Airbnb, Inc. ABNB4.0K$642,6002.38%+1.5K
MYR Group Inc. MYRG2.0K$584,9202.17%new
Ferroglobe PLC GSM141.0K$560,3482.08%+15.7K
Analog Devices Inc. ADI1.2K$476,0521.76%-800
Jacobs Solutions Inc. J3.3K$442,0621.64%-2.9K
Construction Partners, Inc. ROAD4.9K$441,1471.64%+700
Global X FDS URA10.0K$398,5001.48%new
Janux Therapeutics Inc. JANX23.0K$397,4401.47%new
Qualcomm Inc. QCOM2.0K$368,0801.36%new
Argan Inc. AGX800$302,3601.12%-50
Alphabet Inc. GOOGL800$275,2641.02%-700
ServiceNow, Inc. NOW2.0K$268,0200.99%new
Semtech Corp. SMTC1.3K$231,8550.86%-200
Tyler Technologies Inc. TYL725$230,9850.86%-300
Seagate Technology Holdings plc STX250$230,5850.85%no change
Intel Corp. INTC1.8K$216,4140.80%-700
Snowflake Inc. SNOW600$203,7360.76%-400
Erock Inc Class Class A EROC16.0K$196,1600.73%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 20 it sold out of are in the box above.