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The Analysis of West Tower Group, LLC's Holdings & P&L

Currently, West Tower Group, LLC holds 32 types of securities in its portfolio with a total value $32.0M. In the most recent quarter, they have increased their positions in NWSA (+53.9K shares, valued at $1.3M), LYFT (+93.4K shares, valued at $1.2M), PRGO (+109.6K shares, valued at $1.2M); decreased their positions in WBD (-23.1K shares, valued at $634.7K), EXLS (-19.0K shares, valued at $578.5K), TYL (-1.6K shares, valued at $530.7K); initiated new positions in GNRC (+6.0K shares, valued at $1.2M), FIG (+21.0K shares, valued at $443.9K), SYM (+7.0K shares, valued at $372.4K).

1M P&L

+925.9K+3.13%

3M P&L

+751.2K+2.52%

HY P&L

+2.5M+9.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Medical Care Facilities5.1M

16.0%

2Engineering & Construction4.9M

15.5%

3Entertainment4.5M

14.3%

Top Industries by Stock Count

1Software - Application5 stocks

16.1%

2Semiconductors3 stocks

9.7%

3Entertainment3 stocks

9.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EHAB ENHABIT INC361.0K shares-3.77%2026-03-312026-04-29

PRGO PERRIGO CO PLC352.5K shares45.10%2026-03-312026-04-29

PRIM PRIMORIS SVCS CORP26.4K shares0.66%2026-03-312026-04-29

NWSA NEWS CORP NEW86.4K shares166.10%2026-03-312026-04-29

LYFT LYFT INC138.4K shares207.63%2026-03-312026-04-29

OSW ONESPAWORLD HOLDINGS LIMITED63.9K shares4.02%2026-03-312026-04-29

ROKU ROKU INC12.9K shares-3.72%2026-03-312026-04-29

GNRC GENERAC HLDGS INC6.0K sharesnew addition2026-03-312026-04-29

Sponsored

RDDT REDDIT INC8.7K shares1.16%2026-03-312026-04-29

WBD WARNER BROS DISCOVERY INC41.9K shares-35.55%2026-03-312026-04-29

J JACOBS SOLUTIONS INC9.0K shares12.50%2026-03-312026-04-29

SIMO SILICON MOTION TECHNOLOGY CO9.0K shares-27.21%2026-03-312026-04-29

ARCO ARCOS DORADOS HLDGS INC109.9K shares-30.79%2026-03-312026-04-29

AAPL APPLE INC3.0K shares100.00%2026-03-312026-04-29

GSM FERROGLOBE PLC125.3K shares0.00%2026-03-312026-04-29

FIG FIGMA INC21.0K sharesnew addition2026-03-312026-04-29

Sponsored

CBT CABOT CORP5.9K shares-47.83%2026-03-312026-04-29

INTC INTEL CORP10.0K shares0.00%2026-03-312026-04-29

SYM SYMBOTIC INC7.0K sharesnew addition2026-03-312026-04-29

TYL TYLER TECHNOLOGIES INC1.0K shares-60.19%2026-03-312026-04-29

AMZN AMAZON COM INC1.5K shares-25.00%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC1.5K sharesnew addition2026-03-312026-04-29

SOLV ENERGY INC SOLV ENERGY INC9.0K sharesnew addition2026-03-312026-04-29

EXLS EXLSERVICE HLDGS INC8.7K shares-68.59%2026-03-312026-04-29

Sponsored

ABNB AIRBNB INC2.0K sharesnew addition2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS1.0K shares-50.00%2026-03-312026-04-29

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.2K sharesnew addition2026-03-312026-04-29

CRM SALESFORCE INC1.2K shares20.00%2026-03-312026-04-29

NOK NOKIA CORP25.0K shares-37.50%2026-03-312026-04-29

ALKT ALKAMI TECHNOLOGY INC12.0K sharesnew addition2026-03-312026-04-29

PTON PELOTON INTERACTIVE INC40.0K shares100.00%2026-03-312026-04-29

ZETA ZETA GLOBAL HOLDINGS CORP10.0K shares-33.33%2026-03-312026-04-29

Sponsored

EHAB

ENHABIT INC

-3.77%

Shares361.0K

Event2026-03-31

Filed2026-04-29

PRGO

PERRIGO CO PLC

45.10%

Shares352.5K

Event2026-03-31

Filed2026-04-29

PRIM

PRIMORIS SVCS CORP

0.66%

Shares26.4K

Event2026-03-31

Filed2026-04-29

NWSA

NEWS CORP NEW

166.10%

Shares86.4K

Event2026-03-31

Filed2026-04-29

LYFT

LYFT INC

207.63%

Shares138.4K

Event2026-03-31

Filed2026-04-29

OSW

ONESPAWORLD HOLDINGS LIMITED

4.02%

Shares63.9K

Event2026-03-31

Filed2026-04-29

ROKU

ROKU INC

-3.72%

Shares12.9K

Event2026-03-31

Filed2026-04-29

GNRC

GENERAC HLDGS INC

New

Shares6.0K

Event2026-03-31

Filed2026-04-29

RDDT

REDDIT INC

1.16%

Shares8.7K

Event2026-03-31

Filed2026-04-29

WBD

WARNER BROS DISCOVERY INC

-35.55%

Shares41.9K

Event2026-03-31

Filed2026-04-29

JACOBS SOLUTIONS INC

12.50%

Shares9.0K

Event2026-03-31

Filed2026-04-29

SIMO

SILICON MOTION TECHNOLOGY CO

-27.21%

Shares9.0K

Event2026-03-31

Filed2026-04-29

ARCO

ARCOS DORADOS HLDGS INC

-30.79%

Shares109.9K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

100.00%

Shares3.0K

Event2026-03-31

Filed2026-04-29

GSM

FERROGLOBE PLC

0.00%

Shares125.3K

Event2026-03-31

Filed2026-04-29

FIG

FIGMA INC

New

Shares21.0K

Event2026-03-31

Filed2026-04-29

CBT

CABOT CORP

-47.83%

Shares5.9K

Event2026-03-31

Filed2026-04-29

INTC

INTEL CORP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-29

SYM

SYMBOTIC INC

New

Shares7.0K

Event2026-03-31

Filed2026-04-29

TYL

TYLER TECHNOLOGIES INC

-60.19%

Shares1.0K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-25.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-29

SOLV ENERGY INC

New

Shares9.0K

Event2026-03-31

Filed2026-04-29

EXLS

EXLSERVICE HLDGS INC

-68.59%

Shares8.7K

Event2026-03-31

Filed2026-04-29

ABNB

AIRBNB INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-29

IBM

INTERNATIONAL BUSINESS MACHS

-50.00%

Shares1.0K

Event2026-03-31

Filed2026-04-29

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

New

Shares1.2K

Event2026-03-31

Filed2026-04-29

CRM

SALESFORCE INC

20.00%

Shares1.2K

Event2026-03-31

Filed2026-04-29

NOK

NOKIA CORP

-37.50%

Shares25.0K

Event2026-03-31

Filed2026-04-29

ALKT

ALKAMI TECHNOLOGY INC

New

Shares12.0K

Event2026-03-31

Filed2026-04-29

PTON

PELOTON INTERACTIVE INC

100.00%

Shares40.0K

Event2026-03-31

Filed2026-04-29

ZETA

ZETA GLOBAL HOLDINGS CORP

-33.33%

Shares10.0K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

PELOTON INTERACTIVE INC Call CallPELOTON INTERACTIVE INC3.0K sharesnew addition2026-03-312026-04-29

PELOTON INTERACTIVE INC Call

PELOTON INTERACTIVE INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-29

Put Option Holdings

No put option holdings data available