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West Tower Group, LLC

hedge fundUpdated 22 days ago

Managed by West Tower Group, Llc • Latest filing Q3 2026

Portfolio value
$27M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-21.8%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$34.5M
Q4 2025$44.4M
Q1 2026$32.1M
Q2 2026$35.6M
Q3 2026$27M

Top holdings

34 positions as of Q3 2026

View filing
P

PERRIGO CO PLC

Unchanged
Value
$5.2M
Shares
352.5K
% Port
19.29%
R

ROKU INC

Unchanged
Value
$1.7M
Shares
10.9K
% Port
6.18%
L

LYFT INC

+98.3%
Value
$1.3M
Shares
89.3K
% Port
4.97%
S

SHATTUCK LABS INC

Unchanged
Value
$1.3M
Shares
191.6K
% Port
4.84%
P

PRIMORIS SVCS CORP

-1.1%
Value
$1.3M
Shares
17.4K
% Port
4.81%
O

ONESPAWORLD HOLDINGS LIMITED

-11.5%
Value
$1.3M
Shares
56.5K
% Port
4.71%
S

SILICON MOTION TECHNOLOGY CO

+11.2%
Value
$1.2M
Shares
4.2K
% Port
4.39%
R

REDDIT INC

Unchanged
Value
$1.2M
Shares
8.2K
% Port
4.33%
N

NEWS CORP NEW

-43.2%
Value
$1.1M
Shares
38.8K
% Port
4.12%
G

GENERAC HLDGS INC

Unchanged
Value
$848K
Shares
4.1K
% Port
3.14%
?
11.N/A

PROSHARES TR II

+100.0%
Value
$847K
Shares
50.0K
% Port
3.14%
F

FISERV INC

-46.6%
Value
$707K
Shares
15.7K
% Port
2.62%
L

LYFT INC

Unchanged
Value
$675K
Shares
45.0K
% Port
2.50%
?
14.N/A

SOLV ENERGY INC

+21.7%
Value
$673K
Shares
28.0K
% Port
2.49%
A

AIRBNB INC

+60.0%
Value
$643K
Shares
4.0K
% Port
2.38%
P

PRIMORIS SVCS CORP

-52.4%
Value
$624K
Shares
8.4K
% Port
2.31%
G

GENERAC HLDGS INC

-30.2%
Value
$592K
Shares
2.9K
% Port
2.20%
M

MYR GROUP INC

Value
$585K
Shares
2.0K
% Port
2.17%
G

FERROGLOBE PLC

+12.5%
Value
$560K
Shares
141.0K
% Port
2.08%
A

ANALOG DEVICES INC

-40.0%
Value
$476K
Shares
1.2K
% Port
1.76%

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