West Tower Group, LLC
34 holdingsFiling period: 2026-03-31Current AUM: $35.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | EHAB | ENHABIT INC | 361.0K | $5.1M | $5.1M | 14.51% | -14,133 | 2026-03-31 |
| 2 | — | PERRIGO CO PLC | 352.5K | $3.8M | $3.8M | 10.80% | +109.6K | 2026-03-31 |
| 3 | PRIM | PRIMORIS SVCS CORP | 26.4K | $3.8M | $2.2M | 6.35% | +172 | 2026-03-31 |
| 4 | NWSA | NEWS CORP NEW | 86.4K | $2.2M | $2.4M | 6.79% | +53.9K | 2026-03-31 |
| 5 | LYFT | LYFT INC | 138.4K | $1.8M | $2.2M | 6.26% | +93.4K | 2026-03-31 |
| 6 | — | ONESPAWORLD HOLDINGS LIMITED | 63.9K | $1.5M | $1.5M | 4.18% | +2.5K | 2026-03-31 |
| 7 | ROKU | ROKU INC | 12.9K | $1.2M | $1.9M | 5.36% | -500 | 2026-03-31 |
| 8 | GNRC | GENERAC HLDGS INC | 6.0K | $1.2M | $1.2M | 3.37% | -- | 2026-03-31 |
| 9 | RDDT | REDDIT INC | 8.7K | $1.2M | $1.2M | 3.49% | +100 | 2026-03-31 |
| 10 | WBD | WARNER BROS DISCOVERY INC | 41.9K | $1.1M | $1.1M | 3.14% | -23,115 | 2026-03-31 |
| 11 | J | JACOBS SOLUTIONS INC | 9.0K | $1.1M | $1.2M | 3.46% | +1.0K | 2026-03-31 |
| 12 | SIMO | SILICON MOTION TECHNOLOGY CO | 9.0K | $1.0M | $2.3M | 6.48% | -3,347 | 2026-03-31 |
| 13 | — | ARCOS DORADOS HLDGS INC | 109.9K | $906K | $906K | 2.59% | -48,877 | 2026-03-31 |
| 14 | AAPL | APPLE INC | 3.0K | $761K | $926K | 2.64% | +1.5K | 2026-03-31 |
| 15 | — | FERROGLOBE PLC | 125.3K | $516K | $516K | 1.47% | -- | 2026-03-31 |
| 16 | FIG | FIGMA INC | 21.0K | $443K | $510K | 1.45% | -- | 2026-03-31 |
| 17 | FIG | FIGMA INC | 21.0K | $443K | $510K | 1.45% | -- | 2026-03-31 |
| 18 | INTC | INTEL CORP | 10.0K | $441K | $901K | 2.57% | -- | 2026-03-31 |
| 19 | CBT | CABOT CORP | 5.9K | $441K | $515K | 1.47% | -5,374 | 2026-03-31 |
| 20 | SYM | SYMBOTIC INC | 7.0K | $372K | $301K | 0.86% | -- | 2026-03-31 |
| 21 | TYL | TYLER TECHNOLOGIES INC | 1.0K | $350K | $316K | 0.90% | -1,550 | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 1.5K | $312K | $407K | 1.16% | -500 | 2026-03-31 |
| 23 | AMD | ADVANCED MICRO DEVICES INC | 1.5K | $305K | $714K | 2.04% | -- | 2026-03-31 |
| 24 | MWH | SOLV ENERGY INC | 9.0K | $270K | $256K | 0.73% | -- | 2026-03-31 |
| 25 | EXLS | EXLSERVICE HLDGS INC | 8.7K | $264K | $294K | 0.84% | -19,000 | 2026-03-31 |
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