Holders — by stockHoldings — by fund
West Tower Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001965819
$35.6M
disclosed book value
45
positions
10.3%
largest position share
Positions, as of 2026-06-30
top 45 of 45 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | PERRIGO CO PLC | 352,522 | $3.7M | 10.3% |
| 2 | LYFTLYFT INC | 183,929 | $2.7M | 7.5% |
| 3 | PRIMPRIMORIS SVCS CORP | 25,972 | $2.6M | 7.2% |
| 4 | ONESPAWORLD HOLDINGS LIMITED | 63,867 | $1.8M | 5.1% |
| 5 | NWSANEWS CORP NEW | 68,285 | $1.7M | 4.8% |
| 6 | ROKUROKU INC | 10,950 | $1.5M | 4.2% |
| 7 | FISVFISERV INC | 29,301 | $1.4M | 4% |
| 8 | RDDTREDDIT INC | 8,200 | $1.4M | 4% |
| 9 | STTKSHATTUCK LABS INC | 191,625 | $1.3M | 3.7% |
| 10 | SIMOSILICON MOTION TECHNOLOGY CO | 3,800 | $1.3M | 3.6% |
| 11 | GNRCGENERAC HLDGS INC | 4,100 | $1.2M | 3.4% |
| 12 | WBDWARNER BROS DISCOVERY INC | 41,915 | $1.1M | 3.1% |
| 13 | CBTCABOT CORP | 10,681 | $970,048 | 2.7% |
| 14 | ARCOS DORADOS HLDGS INC | 109,859 | $885,464 | 2.5% |
| 15 | ADIANALOG DEVICES INC | 2,000 | $794,340 | 2.2% |
| 16 | MWHSOLV ENERGY INC | 23,000 | $783,150 | 2.2% |
| 17 | JJACOBS SOLUTIONS INC | 6,200 | $781,200 | 2.2% |
| 18 | AGXARGAN INC | 850 | $678,768 | 1.9% |
| 19 | GOOGLALPHABET INC | 1,500 | $536,055 | 1.5% |
| 20 | VIXYPROSHARES TR II | 25,000 | $532,250 | 1.5% |
| 21 | ROADCONSTRUCTION PARTNERS INC | 4,200 | $498,834 | 1.4% |
| 22 | LRCXLAM RESEARCH CORP | 1,100 | $476,663 | 1.3% |
| 23 | CSCOCISCO SYS INC | 4,000 | $469,840 | 1.3% |
| 24 | STMSTMICROELECTRONICS N V | 6,000 | $449,340 | 1.3% |
| 25 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,600 | $399,968 | 1.1% |
| 26 | FERROGLOBE PLC | 125,285 | $398,406 | 1.1% |
| 27 | NXP SEMICONDUCTORS N V | 1,300 | $365,339 | 1% |
| 28 | JFROG LTD | 4,000 | $363,520 | 1% |
| 29 | ABNBAIRBNB INC | 2,500 | $357,750 | 1% |
| 30 | PTONPELOTON INTERACTIVE INC | 60,000 | $354,600 | 1% |
| 31 | INTCINTEL CORP | 2,500 | $349,075 | 1% |
| 32 | TWLOTWILIO INC | 1,500 | $309,495 | 0.9% |
| 33 | TYLTYLER TECHNOLOGIES INC | 1,025 | $299,772 | 0.8% |
| 34 | MRVLMARVELL TECHNOLOGY INC | 1,000 | $297,890 | 0.8% |
| 35 | SYMSYMBOTIC INC | 6,500 | $292,175 | 0.8% |
| 36 | GLWCORNING INC | 1,000 | $255,430 | 0.7% |
| 37 | SNOWSNOWFLAKE INC | 1,000 | $254,500 | 0.7% |
| 38 | SMTCSEMTECH CORP | 1,500 | $242,775 | 0.7% |
| 39 | SEAGATE TECHNOLOGY HLDNGS PL | 250 | $241,250 | 0.7% |
| 40 | AMZNAMAZON COM INC | 1,000 | $238,340 | 0.7% |
| 41 | HUTHUT 8 CORP | 2,000 | $230,890 | 0.6% |
| 42 | MODMODINE MFG CO | 800 | $213,616 | 0.6% |
| 43 | REALTHE REALREAL INC | 17,273 | $203,649 | 0.6% |
| 44 | AAPLAPPLE INC | 700 | $202,552 | 0.6% |
| 45 | ALKTALKAMI TECHNOLOGY INC | 10,000 | $181,200 | 0.5% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.