Back to West Tower Group, LLC
Q3 2026 13F filing
Updated 22 days ago34 disclosed positions worth $27M
Portfolio value
$27M
Total holdings
34
New positions
6
Closed positions
20
Increased
7
Decreased
13
Turnover
76.5%
Filed
2026-10-14
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PERRIGO CO PLC | $5.2M | 352.5K | 19.29% | Unchanged |
| 2 | R ROKU INC | $1.7M | 10.9K | 6.18% | Unchanged |
| 3 | L LYFT INC | $1.3M | 89.3K | 4.97% | Added(+98.3%) |
| 4 | S SHATTUCK LABS INC | $1.3M | 191.6K | 4.84% | Unchanged |
| 5 | P PRIMORIS SVCS CORP | $1.3M | 17.4K | 4.81% | Trimmed(-1.1%) |
| 6 | O ONESPAWORLD HOLDINGS LIMITED | $1.3M | 56.5K | 4.71% | Trimmed(-11.5%) |
| 7 | S SILICON MOTION TECHNOLOGY CO | $1.2M | 4.2K | 4.39% | Added(+11.2%) |
| 8 | R REDDIT INC | $1.2M | 8.2K | 4.33% | Unchanged |
| 9 | N NEWS CORP NEW | $1.1M | 38.8K | 4.12% | Trimmed(-43.2%) |
| 10 | G GENERAC HLDGS INC | $848K | 4.1K | 3.14% | Unchanged |
| 11 | ? N/A PROSHARES TR II | $847K | 50.0K | 3.14% | Added(+100.0%) |
| 12 | F FISERV INC | $707K | 15.7K | 2.62% | Trimmed(-46.6%) |
| 13 | L LYFT INC | $675K | 45.0K | 2.50% | Unchanged |
| 14 | ? N/A SOLV ENERGY INC | $673K | 28.0K | 2.49% | Added(+21.7%) |
| 15 | A AIRBNB INC | $643K | 4.0K | 2.38% | Added(+60.0%) |
| 16 | P PRIMORIS SVCS CORP | $624K | 8.4K | 2.31% | Trimmed(-52.4%) |
| 17 | G GENERAC HLDGS INC | $592K | 2.9K | 2.20% | Trimmed(-30.2%) |
| 18 | M MYR GROUP INC | $585K | 2.0K | 2.17% | — |
| 19 | G FERROGLOBE PLC | $560K | 141.0K | 2.08% | Added(+12.5%) |
| 20 | A ANALOG DEVICES INC | $476K | 1.2K | 1.76% | Trimmed(-40.0%) |
| 21 | J JACOBS SOLUTIONS INC | $442K | 3.3K | 1.64% | Trimmed(-47.3%) |
| 22 | R CONSTRUCTION PARTNERS INC | $441K | 4.9K | 1.64% | Added(+16.7%) |
| 23 | ? N/A GLOBAL X FDS | $399K | 10.0K | 1.48% | — |
| 24 | J JANUX THERAPEUTICS INC | $397K | 23.0K | 1.47% | — |
| 25 | Q QUALCOMM INC | $368K | 2.0K | 1.36% | — |
| 26 | A ARGAN INC | $302K | 800 | 1.12% | Trimmed(-5.9%) |
| 27 | G ALPHABET INC | $275K | 800 | 1.02% | Trimmed(-46.7%) |
| 28 | N SERVICENOW INC | $268K | 2.0K | 0.99% | — |
| 29 | S SEMTECH CORP | $232K | 1.3K | 0.86% | Trimmed(-13.3%) |
| 30 | T TYLER TECHNOLOGIES INC | $231K | 725 | 0.86% | Trimmed(-29.3%) |
| 31 | S SEAGATE TECHNOLOGY HLDNGS PL | $231K | 250 | 0.85% | Unchanged |
| 32 | I INTEL CORP | $216K | 1.8K | 0.80% | Trimmed(-28.0%) |
| 33 | S SNOWFLAKE INC | $204K | 600 | 0.76% | Trimmed(-40.0%) |
| 34 | E EROCK INC | $196K | 16.0K | 0.73% | — |