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West Tower Group, LLC
Period ended Sep 30, 2026 · Latest filing Oct 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $26,980,557
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- PERRIGO CO PLC · SHS · G97822103 · shares: $5,203,225
- LYFT INC · CL A COM · 55087P104 · shares: $2,015,092
- PRIMORIS SVCS CORP · COM · 74164F103 · shares: $1,920,529
- ROKU INC · COM CL A · 77543R102 · shares: $1,667,466
- GENERAC HLDGS INC · COM · 368736104 · shares: $1,440,993
- SHATTUCK LABS INC · COM · 82024L103 · shares: $1,306,882
- ONESPAWORLD HOLDINGS LIMITED · COM · P73684113 · shares: $1,270,685
- SILICON MOTION TECHNOLOGY CO · SPONSORED ADR · 82706C108 · shares: $1,183,560
- REDDIT INC · CL A · 75734B100 · shares: $1,168,008
- NEWS CORP NEW · CL A · 65249B109 · shares: $1,110,646
Reported holdings
34 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| PERRIGO CO PLC | SHS | G97822103 | — | 352,522 shares | $5,203,225 |
| ROKU INC | COM CL A | 77543R102 | — | 10,950 shares | $1,667,466 |
| LYFT INC | CL A COM | 55087P104 | — | 89,250 shares | $1,339,642 |
| SHATTUCK LABS INC | COM | 82024L103 | — | 191,625 shares | $1,306,882 |
| PRIMORIS SVCS CORP | COM | 74164F103 | — | 17,400 shares | $1,296,648 |
| ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | — | 56,500 shares | $1,270,685 |
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | — | 4,227 shares | $1,183,560 |
| REDDIT INC | CL A | 75734B100 | — | 8,200 shares | $1,168,008 |
| NEWS CORP NEW | CL A | 65249B109 | — | 38,766 shares | $1,110,646 |
| GENERAC HLDGS INC | COM | 368736104 | — | 4,100 shares | $848,495 |
| PROSHARES TR II | VIX SHT TERM FUT | 74347Y730 | — | 50,000 shares | $847,000 |
| FISERV INC | COM | 337738108 | — | 15,657 shares | $707,383 |
| LYFT INC | CL A COM | 55087P104 | — | 45,000 shares | $675,450 |
| SOLV ENERGY INC | COM SHS CL A | 78475V103 | — | 28,000 shares | $672,560 |
| AIRBNB INC | COM CL A | 009066101 | — | 4,000 shares | $642,600 |
| PRIMORIS SVCS CORP | COM | 74164F103 | — | 8,372 shares | $623,881 |
| GENERAC HLDGS INC | COM | 368736104 | — | 2,863 shares | $592,498 |
| MYR GROUP INC | COM | 55405W104 | — | 2,000 shares | $584,920 |
| FERROGLOBE PLC | SHS | G33856108 | — | 140,968 shares | $560,348 |
| ANALOG DEVICES INC | COM | 032654105 | — | 1,200 shares | $476,052 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | — | 3,268 shares | $442,062 |
| CONSTRUCTION PARTNERS INC | COM CL A | 21044C107 | — | 4,900 shares | $441,147 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | — | 10,000 shares | $398,500 |
| JANUX THERAPEUTICS INC | COM | 47103J105 | — | 23,000 shares | $397,440 |
| QUALCOMM INC | COM | 747525103 | — | 2,000 shares | $368,080 |
| ARGAN INC | COM | 04010E109 | — | 800 shares | $302,360 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 800 shares | $275,264 |
| SERVICENOW INC | COM | 81762P102 | — | 2,000 shares | $268,020 |
| SEMTECH CORP | COM | 816850101 | — | 1,300 shares | $231,855 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | — | 725 shares | $230,985 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 250 shares | $230,585 |
| INTEL CORP | COM | 458140100 | — | 1,800 shares | $216,414 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 600 shares | $203,736 |
| EROCK INC | CL A COM | 296013105 | — | 16,000 shares | $196,160 |