Filed: 4/29/2026ACC: 0001965819-26-000003
📋 What this filing means
WEST TOWER GROUP, LLC filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $32.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$32.05M
Total AUM (reported)
1.52M
Total Shares
Allocation by class
COM$16.41M51.2%
SHS$4.30M13.4%
CL A$3.48M10.9%
CL A COM$2.01M6.3%
COM CL A$1.48M4.6%
SPONSORED ADR$1.21M3.8%
COM SER A$1.15M3.6%
Portfolio Concentration
Top 3$12.64M39.5%
4–10$10.18M31.8%
11–25$7.79M24.3%
Rest$1.44M4.5%
Top 3 weight
39.5%
Top 10 weight
71.2%
Voting Authority Distribution
Total shares with voting rights: 1.52M
Sole
Full voting authority
1.37M
shares
% of voting shares90.2%
Shared
Joint voting authority
147.88K
shares
% of voting shares9.8%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other9
Dominant voting typeSole · 90.2% of voting shares
Institutional Holdings33
Rows:
ENHABIT INC
SOLEShares361.01K
TypeSH
Market value$5.09M
15.87%
Sole
361.01K
Shared
0.00
None
0.00
PERRIGO CO PLC
SOLEShares352.52K
TypeSH
Market value$3.79M
11.81%
Sole
352.52K
Shared
0.00
None
0.00
PRIMORIS SVCS CORP
SOLEShares26.37K
TypeSH
Market value$3.77M
11.77%
Sole
8.37K
Shared
18K
None
0.00
NEWS CORP NEW
SOLEShares86.36K
TypeSH
Market value$2.15M
6.72%
Sole
86.36K
Shared
0.00
None
0.00
LYFT INC
SOLEShares138.43K
TypeSH
Market value$1.84M
5.74%
Sole
93.43K
Shared
45K
None
0.00
ONESPAWORLD HOLDINGS LIMITED
SOLEShares63.87K
TypeSH
Market value$1.47M
4.57%
Sole
63.87K
Shared
0.00
None
0.00
ROKU INC
DFNDShares12.95K
TypeSH
Market value$1.23M
3.82%
Sole
0.00
Shared
12.95K
None
0.00
GENERAC HLDGS INC
DFNDShares6K
TypeSH
Market value$1.17M
3.66%
Sole
0.00
Shared
6K
None
0.00
REDDIT INC
SOLEShares8.70K
TypeSH
Market value$1.17M
3.66%
Sole
500.00
Shared
8.20K
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares41.91K
TypeSH
Market value$1.15M
3.59%
Sole
41.91K
Shared
0.00
None
0.00
JACOBS SOLUTIONS INC
DFNDShares9K
TypeSH
Market value$1.15M
3.57%
Sole
0.00
Shared
9K
None
0.00
SILICON MOTION TECHNOLOGY CO
SOLEShares8.95K
TypeSH
Market value$1.01M
3.14%
Sole
8.95K
Shared
0.00
None
0.00
ARCOS DORADOS HLDGS INC
SOLEShares109.86K
TypeSH
Market value$906.3K
2.83%
Sole
109.86K
Shared
0.00
None
0.00
APPLE INC
SOLEShares3K
TypeSH
Market value$761.4K
2.38%
Sole
3K
Shared
0.00
None
0.00
FERROGLOBE PLC
SOLEShares125.28K
TypeSH
Market value$516.2K
1.61%
Sole
125.28K
Shared
0.00
None
0.00
FIGMA INC
DFNDShares21K
TypeSH
Market value$443.9K
1.39%
Sole
0.00
Shared
21K
None
0.00
CABOT CORP
SOLEShares5.86K
TypeSH
Market value$441.4K
1.38%
Sole
5.86K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares10K
TypeSH
Market value$441.3K
1.38%
Sole
10K
Shared
0.00
None
0.00
SYMBOTIC INC
DFNDShares7K
TypeSH
Market value$372.4K
1.16%
Sole
0.00
Shared
7K
None
0.00
TYLER TECHNOLOGIES INC
DFNDShares1.02K
TypeSH
Market value$350.9K
1.09%
Sole
0.00
Shared
1.02K
None
0.00
AMAZON COM INC
SOLEShares1.50K
TypeSH
Market value$312.4K
0.97%
Sole
1.50K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares1.50K
TypeSH
Market value$305.1K
0.95%
Sole
1.50K
Shared
0.00
None
0.00
SOLV ENERGY INC
DFNDShares9K
TypeSH
Market value$270.3K
0.84%
Sole
0.00
Shared
9K
None
0.00
EXLSERVICE HLDGS INC
DFNDShares8.70K
TypeSH
Market value$264.9K
0.83%
Sole
0.00
Shared
8.70K
None
0.00
AIRBNB INC
DFNDShares2K
TypeSH
Market value$252.6K
0.79%
Sole
0.00
Shared
2K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ENHABIT INCSOLE | COM | 361.01K | SH | $5.09M 15.87% | 361.01K | 0.00 | 0.00 |
PERRIGO CO PLCSOLE | SHS | 352.52K | SH | $3.79M 11.81% | 352.52K | 0.00 | 0.00 |
PRIMORIS SVCS CORPSOLE | COM | 26.37K | SH | $3.77M 11.77% | 8.37K | 18K | 0.00 |
NEWS CORP NEWSOLE | CL A | 86.36K | SH | $2.15M 6.72% | 86.36K | 0.00 | 0.00 |
LYFT INCSOLE | CL A COM | 138.43K | SH | $1.84M 5.74% | 93.43K | 45K | 0.00 |
ONESPAWORLD HOLDINGS LIMITEDSOLE | COM | 63.87K | SH | $1.47M 4.57% | 63.87K | 0.00 | 0.00 |
ROKU INCDFND | COM CL A | 12.95K | SH | $1.23M 3.82% | 0.00 | 12.95K | 0.00 |
GENERAC HLDGS INCDFND | COM | 6K | SH | $1.17M 3.66% | 0.00 | 6K | 0.00 |
REDDIT INCSOLE | CL A | 8.70K | SH | $1.17M 3.66% | 500.00 | 8.20K | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 41.91K | SH | $1.15M 3.59% | 41.91K | 0.00 | 0.00 |
JACOBS SOLUTIONS INCDFND | COM | 9K | SH | $1.15M 3.57% | 0.00 | 9K | 0.00 |
SILICON MOTION TECHNOLOGY COSOLE | SPONSORED ADR | 8.95K | SH | $1.01M 3.14% | 8.95K | 0.00 | 0.00 |
ARCOS DORADOS HLDGS INCSOLE | SHS CLASS -A - | 109.86K | SH | $906.3K 2.83% | 109.86K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3K | SH | $761.4K 2.38% | 3K | 0.00 | 0.00 |
FERROGLOBE PLCSOLE | SHS | 125.28K | SH | $516.2K 1.61% | 125.28K | 0.00 | 0.00 |
FIGMA INCDFND | CLASS A COM STK | 21K | SH | $443.9K 1.39% | 0.00 | 21K | 0.00 |
CABOT CORPSOLE | COM | 5.86K | SH | $441.4K 1.38% | 5.86K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 10K | SH | $441.3K 1.38% | 10K | 0.00 | 0.00 |
SYMBOTIC INCDFND | CLASS A COM | 7K | SH | $372.4K 1.16% | 0.00 | 7K | 0.00 |
TYLER TECHNOLOGIES INCDFND | COM | 1.02K | SH | $350.9K 1.09% | 0.00 | 1.02K | 0.00 |
AMAZON COM INCSOLE | COM | 1.50K | SH | $312.4K 0.97% | 1.50K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.50K | SH | $305.1K 0.95% | 1.50K | 0.00 | 0.00 |
SOLV ENERGY INCDFND | COM SHS CL A | 9K | SH | $270.3K 0.84% | 0.00 | 9K | 0.00 |
EXLSERVICE HLDGS INCDFND | COM | 8.70K | SH | $264.9K 0.83% | 0.00 | 8.70K | 0.00 |
AIRBNB INCDFND | COM CL A | 2K | SH | $252.6K 0.79% | 0.00 | 2K | 0.00 |
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