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West Tower Group, LLC

Portfolio Manager
West Tower Group, LLC
Performance
+0.19% (2026 Q1)
AUM (13F)
$32.05M
# of Holdings
32
Performance Rank
Allocation (Top 20)
91.2%

West Tower Group, LLC Holdings Map

Top 31 West Tower Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
EHAB
ENHABIT INC
15.88%361.0K$5.1M
-3.77%(-14.13K)
2025-Q1: 285.1K shares2025-Q2: 285.1K shares2025-Q3: 375.1K shares2025-Q4: 375.1K shares2026-Q1: 361.0K shares
$9.75(+41.49%)
2026-03-31
PRGO
PERRIGO CO PLC
11.82%352.5K$3.8M
+45.10%(+109.57K)
2025-Q1: 118.9K shares2025-Q2: 118.9K shares2025-Q3: 173.2K shares2025-Q4: 243.0K shares2026-Q1: 352.5K shares
$20.35(-46.38%)
2026-03-31
PRIM
PRIMORIS SVCS CORP
11.77%26.4K$3.8M
+0.66%(+172)
2025-Q1: 22.1K shares2025-Q2: 25.6K shares2025-Q3: 26.9K shares2025-Q4: 26.2K shares2026-Q1: 26.4K shares
$69.63(+62.19%)
2026-03-31
NWSA
NEWS CORP NEW
6.72%86.4K$2.2M
+166.10%(+53.91K)
2025-Q1: 21.0K shares2025-Q2: 38.5K shares2025-Q3: 32.5K shares2025-Q4: 32.5K shares2026-Q1: 86.4K shares
$25.18(+5.86%)
2026-03-31
LYFT
LYFT INC
5.75%138.4K$1.8M
+207.63%(+93.43K)
2025-Q1: 64.0K shares2025-Q2: 56.0K shares2025-Q3: 51.0K shares2025-Q4: 45.0K shares2026-Q1: 138.4K shares
$15.91(-14.02%)
2026-03-31
OSW
ONESPAWORLD HOLDINGS LIMITED
4.58%63.9K$1.5M
+4.02%(+2.47K)
2025-Q1: 61.4K shares2025-Q2: 61.4K shares2025-Q3: 61.4K shares2025-Q4: 61.4K shares2026-Q1: 63.9K shares
$12.82(+81.74%)
2026-03-31
ROKU
ROKU INC
3.82%12.9K$1.2M
-3.72%(-500)
2025-Q1: 3.5K shares2025-Q2: 8.0K shares2025-Q3: 11.0K shares2025-Q4: 13.4K shares2026-Q1: 12.9K shares
$85.64(+46.76%)
2026-03-31
GNRC
GENERAC HLDGS INC
3.66%6.0K$1.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 6.0K shares
$165.85(+61.14%)
2026-03-31
RDDT
REDDIT INC
3.66%8.7K$1.2M
+1.16%(+100)
2025-Q1: 0 shares2025-Q2: 4.7K shares2025-Q3: 6.7K shares2025-Q4: 8.6K shares2026-Q1: 8.7K shares
$150.29(+2.55%)
2026-03-31
WBD
WARNER BROS DISCOVERY INC
3.59%41.9K$1.2M
-35.55%(-23.11K)
2025-Q1: 255.7K shares2025-Q2: 275.2K shares2025-Q3: 102.0K shares2025-Q4: 65.0K shares2026-Q1: 41.9K shares
$10.75(+153.44%)
2026-03-31

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