StockDriftsStockDriftsTop 45 West Tower Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRGO | PERRIGO CO PLC | 10.28% | 352.5K | $3.7M | +0.00%(+0) | $20.35(-35.91%) | 2026-06-30 | |
| LYFT | LYFT INC | 7.54% | 183.9K | $2.7M | +32.87%(+45.50K) | $15.35(+13.90%) | 2026-06-30 | |
| PRIM | PRIMORIS SVCS CORP | 7.23% | 26.0K | $2.6M | -1.52%(-400) | $69.63(+19.63%) | 2026-06-30 | |
| OSW | ONESPAWORLD HOLDINGS LIMITED | 5.06% | 63.9K | $1.8M | +0.00%(+0) | $12.82(+110.07%) | 2026-06-30 | |
| NWSA | NEWS CORP NEW | 4.76% | 68.3K | $1.7M | -20.93%(-18.07K) | $25.18(+15.79%) | 2026-06-30 | |
| ROKU | ROKU INC | 4.25% | 10.9K | $1.5M | -15.44%(-2.00K) | $85.64(+84.13%) | 2026-06-30 | |
| FISV | FISERV INC | 4.03% | 29.3K | $1.4M | new | $51.79(+1.14%) | 2026-06-30 | |
| RDDT | REDDIT INC | 4% | 8.2K | $1.4M | -5.75%(-500) | $150.29(+9.46%) | 2026-06-30 | |
| STTK | SHATTUCK LABS INC | 3.73% | 191.6K | $1.3M | new | $6.45(+15.04%) | 2026-06-30 | |
| SIMO | SILICON MOTION TECHNOLOGY CO | 3.56% | 3.8K | $1.3M | -57.56%(-5.15K) | $62.95(+327.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.91% | +40.17% | — | — | +46.25% |
| Top 20 Holdings Unweighted | +18.05% | +64.50% | — | — | +71.54% |
West Tower Group, LLC reports $35.62M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are PRGO (10.3%), LYFT (7.5%) and PRIM (7.2%). The top 20 holdings account for 77.68% of reported assets. Its disclosed equity book has returned +40.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from West Tower Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965819). View West Tower Group, LLC’s 13F filings on SEC