The Analysis of West Tower Group, LLC's Holdings
Currently, West Tower Group, LLC holds 47 types of securities in its portfolio with a total value $34.5M. In the most recent quarter, they have increased their positions in PRGO (+54.3K shares, valued at $1.2M), INTC (+24.3K shares, valued at $815.3K), EHAB (+90.0K shares, valued at $720.9K); decreased their positions in WBD (-173.2K shares, valued at $3.4M), AVGO (-1.2K shares, valued at $395.9K), DAKT (-18.5K shares, valued at $387.0K); initiated new positions in INTC (+24.3K shares, valued at $815.3K), AMAT (+1.5K shares, valued at $307.1K), SMR (+8.0K shares, valued at $288.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
PRGO PERRIGO CO PLC173.2K shares45.69%2025-09-302025-10-16
PRIM PRIMORIS SVCS CORP26.9K shares5.08%2025-09-302025-10-16 EHAB ENHABIT INC375.1K shares31.56%2025-09-302025-10-16 WBD WARNER BROS DISCOVERY INC102.0K shares-62.94%2025-09-302025-10-16 RDDT REDDIT INC6.7K shares42.55%2025-09-302025-10-16 OSW ONESPAWORLD HOLDINGS LIMITED61.4K shares0.00%2025-09-302025-10-16 EXLS EXLSERVICE HOLDINGS INC27.7K shares12.15%2025-09-302025-10-16 SIMO SILICON MOTION TECHNOLOGY CO12.3K shares0.00%2025-09-302025-10-16 TYL TYLER TECHNOLOGIES INC2.2K shares0.00%2025-09-302025-10-16 LYFT LYFT INC51.0K shares-8.93%2025-09-302025-10-16 ROKU ROKU INC11.0K shares37.50%2025-09-302025-10-16 ARCO ARCOS DORADOS HOLDINGS INC158.7K shares-19.01%2025-09-302025-10-16 NWSA NEWS CORP NEW32.5K shares-15.60%2025-09-302025-10-16 J JACOBS SOLUTIONS INC5.7K shares-18.57%2025-09-302025-10-16 OEC ORION S.A.110.6K shares0.00%2025-09-302025-10-16 INTC INTEL CORP24.3K sharesnew addition2025-09-302025-10-16 OII OCEANEERING INTL INC27.0K shares0.00%2025-09-302025-10-16 MRVL MARVELL TECHNOLOGY INC7.5K shares87.50%2025-09-302025-10-16 DBX DROPBOX INC17.5K shares0.00%2025-09-302025-10-16 DFH DREAM FINDERS HOMES INC20.0K shares-13.26%2025-09-302025-10-16 DAKT DAKTRONICS INC21.5K shares-46.25%2025-09-302025-10-16 SPOT SPOTIFY TECHNOLOGY S A500 shares66.67%2025-09-302025-10-16 AMAT APPLIED MATLS INC1.5K sharesnew addition2025-09-302025-10-16 SMR NUSCALE PWR CORP8.0K sharesnew addition2025-09-302025-10-16 DELL DELL TECHNOLOGIES INC2.0K sharesnew addition2025-09-302025-10-16 EWZ ISHARES INC9.1K sharesnew addition2025-09-302025-10-16 ORCL ORACLE CORP1.0K shares0.00%2025-09-302025-10-16 RBLX ROBLOX CORP2.0K sharesnew addition2025-09-302025-10-16 AVGO BROADCOM INC800 shares-60.00%2025-09-302025-10-16 GOOGL ALPHABET INC1.0K shares-50.00%2025-09-302025-10-16 ZETA ZETA GLOBAL HOLDINGS CORP12.0K sharesnew addition2025-09-302025-10-16 ANET ARISTA NETWORKS INC1.6K sharesnew addition2025-09-302025-10-16 NXPI NXP SEMICONDUCTORS N V1.0K shares-16.67%2025-09-302025-10-16 VRT VERTIV HOLDINGS CO1.5K sharesnew addition2025-09-302025-10-16 STM STMICROELECTRONICS N V8.0K shares0.00%2025-09-302025-10-16 IBM INTERNATIONAL BUSINESS MACHS800 shares0.00%2025-09-302025-10-16 SNOW SNOWFLAKE INC1.0K sharesnew addition2025-09-302025-10-16 GTLB GITLAB INC5.0K sharesnew addition2025-09-302025-10-16 PTON PELOTON INTERACTIVE INC25.0K shares-16.67%2025-09-302025-10-16 PD PAGERDUTY INC13.0K sharesnew addition2025-09-302025-10-16 ZS ZSCALER INC700 sharesnew addition2025-09-302025-10-16 COP CONOCOPHILLIPS2.2K sharesnew addition2025-09-302025-10-16 XLP SELECT SECTOR SPDR TR2.6K sharesnew addition2025-09-302025-10-16 TEM TEMPUS AI INC2.5K sharesnew addition2025-09-302025-10-16 RUM RUMBLE INC25.0K sharesnew addition2025-09-302025-10-16 LAES SEALSQ CORP23.5K sharesnew addition2025-09-302025-10-16 SNAP SNAP INC10.0K sharesnew addition2025-09-302025-10-16 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available