West Tower Group, LLC

Fundamental diversified ★Signal CIK 1965819

Long book

$32.0M

Q1 2026

Positions

Top-10 weight

71%

concentration

Last quarter

—

Turnover

71%

of book per quarter

Strategy in plain words

auto-generated from filings

West Tower Group, LLC is a diversified fundamental manager, running a $32.0M US long book across 32 positions.

The portfolio is concentrated: the top 10 names carry 71% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: ENHABIT INC, PERRIGO CO PLC, PRIMORIS SERVICES CORP, NEWS CORP - CLASS A, LYFT INC-A.

We rate its filings as signal-bearing: position changes reflect genuine views.

Sector allocation

Other

25%

Industrials

22%

Technology

15%

Services media

12%

Healthcare

12%

Communications

Consumer discretionary

Materials

Long book by quarter

$33.2M

Q1 2024

$37.0M

Q2 2024

$46.8M

Q3 2024

$45.1M

Q4 2024

$38.1M

Q1 2025

$46.1M

Q2 2025

$34.5M

Q3 2025

$43.5M

Q4 2025

$32.0M

Q1 2026

What does West Tower own?

Q1 2026 13F

Company	Sector	Shares	Value	% of book	Change
EHABUSD ENHABIT INC	—	361.0K	$5.1M	15.9%	-3.8%
PRGO PERRIGO CO PLC	Healthcare	352.5K	$3.8M	11.8%	+45.1%
PRIM PRIMORIS SERVICES CORP	Industrials	26.4K	$3.8M	11.8%	+0.7%
NWSA NEWS CORP - CLASS A	Other	86.4K	$2.2M	6.7%	+166.1%
LYFT LYFT INC-A	Services media	138.4K	$1.8M	5.7%	+207.6%
OSW ONESPAWORLD HOLDINGS LTD	Services media	63.9K	$1.5M	4.6%	+4.0%
ROKU ROKU INC	Communications	12.9K	$1.2M	3.8%	-3.7%
GNRC GENERAC HOLDINGS INC	Industrials	6.0K	$1.2M	3.7%	New
RDDT REDDIT INC-CL A	Technology	8.7K	$1.2M	3.7%	+1.2%
WBD WARNER BROS DISCOVERY INC	Communications	41.9K	$1.2M	3.6%	-35.5%
J JACOBS SOLUTIONS INC	Industrials	9.0K	$1.1M	3.6%	+12.5%
ARCO ARCOS DORADOS HOLDINGS INC-A	Consumer discretionary	109.9K	$906K	2.8%	-30.8%
AAPL APPLE INC	Technology	3.0K	$761K	2.4%	+100.0%
GSM FERROGLOBE PLC	Materials	125.3K	$516K	1.6%	Held
FIG FIGMA INC-CL A	Technology	21.0K	$444K	1.4%	New
CBT CABOT CORP	Other	5.9K	$441K	1.4%	-47.8%
INTC INTEL CORP	Technology	10.0K	$441K	1.4%	Held
SYM SYMBOTIC INC	Industrials	7.0K	$372K	1.2%	New
TYL TYLER TECHNOLOGIES INC	Technology	1.0K	$351K	1.1%	-60.2%
AMZN AMAZON.COM INC	Consumer discretionary	1.5K	$312K	1.0%	-25.0%
AMD ADVANCED MICRO DEVICES	Technology	1.5K	$305K	1.0%	New
MWH SOLV ENERGY INC-CL A	Industrials	9.0K	$270K	0.8%	New
EXLS EXLSERVICE HOLDINGS INC	Services media	8.7K	$265K	0.8%	-68.6%
ABNB AIRBNB INC-CLASS A	Services media	2.0K	$253K	0.8%	New
IBM INTL BUSINESS MACHINES CORP	Technology	1.0K	$242K	0.8%	-50.0%
TTWO TAKE-TWO INTERACTIVE SOFTWRE	Technology	1.2K	$237K	0.7%	New
CRM SALESFORCE INC	Technology	1.2K	$224K	0.7%	+20.0%
ALKT ALKAMI TECHNOLOGY INC	Technology	12.0K	$188K	0.6%	New
PTON PELOTON INTERACTIVE INC-A	Other	40.0K	$172K	0.5%	+100.0%
ZETA ZETA GLOBAL HOLDINGS CORP-A	Technology	10.0K	$159K	0.5%	-33.3%

13F filing history

Period	Form	Filed	Entries	Reported value	Flags	Source
Q1 2026	13F-HR	Apr 29, 2026	36	$32.1M	canonical	SEC ↗
Q4 2025	13F-HR	Feb 4, 2026	80	$44.4M	canonical	SEC ↗
Q3 2025	13F-HR	Oct 16, 2025	50	$34.5M	canonical	SEC ↗
Q2 2025	13F-HR	Jul 29, 2025	77	$46.1M	canonical	SEC ↗
Q1 2025	13F-HR	May 9, 2025	61	$38.1M	canonical	SEC ↗
Q4 2024	13F-HR	Feb 11, 2025	76	$45.1M	canonical	SEC ↗
Q3 2024	13F-HR	Nov 13, 2024	116	$46.8M	canonical	SEC ↗
Q2 2024	13F-HR	Aug 14, 2024	98	$37.0M	canonical	SEC ↗
Q1 2024	13F-HR	May 14, 2024	93	$33.2M	canonical	SEC ↗