Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
West Tower Group, LLC (CIK 1965819) reported $32.1M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EHAB ($5.1M, 15.87%), PRGO ($3.8M, 11.81%), PRIM ($3.8M, 11.77%), NWSA ($2.2M, 6.72%), LYFT ($1.8M, 5.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EHAB | ENHABIT INC | $5.1M | 15.87% | 361,009 | Trimmed |
| 2 | PRGO | PERRIGO CO PLC | $3.8M | 11.81% | 352,522 | Added |
| 3 | PRIM | PRIMORIS SVCS CORP | $3.8M | 11.77% | 26,372 | Added |
| 4 | NWSA | NEWS CORP NEW | $2.2M | 6.72% | 86,359 | Added |
| 5 | LYFT | LYFT INC | $1.8M | 5.74% | 138,432 | Added |
| 6 | OSW | ONESPAWORLD HOLDINGS LIMITED | $1.5M | 4.57% | 63,867 | Added |
| 7 | ROKU | ROKU INC | $1.2M | 3.82% | 12,950 | Trimmed |
| 8 | GNRC | GENERAC HLDGS INC | $1.2M | 3.66% | 6,000 | New |
| 9 | RDDT | REDDIT INC | $1.2M | 3.66% | 8,700 | Added |
| 10 | WBD | WARNER BROS DISCOVERY INC | $1.2M | 3.59% | 41,915 | Trimmed |
| 11 | J | JACOBS SOLUTIONS INC | $1.1M | 3.57% | 9,000 | Added |
| 12 | SIMO | SILICON MOTION TECHNOLOGY CO | $1.0M | 3.14% | 8,953 | Trimmed |
| 13 | ARCO | ARCOS DORADOS HLDGS INC | $906,337 | 2.83% | 109,859 | Trimmed |
| 14 | AAPL | APPLE INC | $761,370 | 2.38% | 3,000 | Added |
| 15 | GSM | FERROGLOBE PLC | $516,174 | 1.61% | 125,285 | Hold |
| 16 | FIG | FIGMA INC | $443,940 | 1.39% | 21,000 | New |
| 17 | INTC | INTEL CORP | $441,300 | 1.38% | 10,000 | Hold |
| 18 | CBT | CABOT CORP | $441,392 | 1.38% | 5,861 | Trimmed |
| 19 | SYM | SYMBOTIC INC | $372,400 | 1.16% | 7,000 | New |
| 20 | TYL | TYLER TECHNOLOGIES INC | $350,940 | 1.09% | 1,025 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $312,405 | 0.97% | 1,500 | Trimmed |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $305,145 | 0.95% | 1,500 | New |
| 23 | SOLV ENERGY INC | $270,270 | 0.84% | 9,000 | New | |
| 24 | EXLS | EXLSERVICE HLDGS INC | $264,915 | 0.83% | 8,700 | Trimmed |
| 25 | ABNB | AIRBNB INC | $252,560 | 0.79% | 2,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31