Q3 2026 13F · SEC CIK 1965819
West Tower Group, LLC
Hedge fundFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $27.0M
- Reported positions
- 31
- Top holdings a year, 3 yrs
- +9.7%
- Assets under management
- $146.2M
West Tower Group, LLC is a hedge fund that reported 31 positions worth $27.0M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Perrigo Co PLC (PRGO, 19.3%), Lyft Inc (LYFT, 7.5%), Primoris Services Corp (PRIM, 7.1%). A portfolio copying its top holdings returned 9.7% a year over the last 3 years, against 18.8% for the S&P 500.
West Tower Group, LLC holdings all 31 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What West Tower Group, LLC bought and sold in Q3 2026, against Q2 2026.
New positions
- MYRG Myr Group Inc Del2.2% of 13F
- URA Global X Fds1.5% of 13F
- JANX Janux Therapeutics Inc1.5% of 13F
- QCOM Qualcomm Inc1.4% of 13F
- NOW Servicenow Inc1.0% of 13F
- EROC Erock Inc0.7% of 13F
Added to
- VIXY Proshares Tr II+100.0% shares
- GNRC Generac Hldgs Inc+69.8% shares
- ABNB Airbnb Inc+60.0% shares
- MWH Solv Energy Inc+21.7% shares
- ROAD Construction Partners Inc+16.7% shares
- GSM Ferroglobe PLC+12.5% shares
- SIMO Silicon Motion Technology Co+11.2% shares
Reduced
- J Jacobs Solutions Inc-47.3% shares
- GOOGL Alphabet Inc-46.7% shares
- FISV Fiserv Inc-46.6% shares
- NWSA News Corp New-43.2% shares
- ADI Analog Devices Inc-40.0% shares
- SNOW Snowflake Inc-40.0% shares
- TYL Tyler Technologies Inc-29.3% shares
- INTC Intel Corp-28.0% shares
Sold out
- WBD Warner Bros Discovery Incwas 3.1%
- CBT Cabot Corpwas 2.7%
- ARCO Arcos Dorados Hldgs Incwas 2.5%
- LRCX Lam Research Corpwas 1.3%
- CSCO Cisco Sys Incwas 1.3%
- STM Stmicroelectronics N V Ny Registrywas 1.3%
- TTWO Take-Two Interactive Softwarwas 1.1%
- NXPI Nxp Semiconductors N Vwas 1.0%
Share counts compared with the Q2 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +23.2% /yr
- S&P 500 +20.1%
- 3 years
- +9.7% /yr
- S&P 500 +18.8%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $27.0M | 31 |
| Q2 2026 | $35.6M | 45 |
| Q1 2026 | $32.0M | 32 |
| Q4 2025 | $43.5M | 76 |
| Q3 2025 | $34.5M | 47 |
| Q2 2025 | $46.1M | 73 |
| Q1 2025 | $38.1M | 60 |
| Q4 2024 | $45.1M | 76 |
| Q3 2024 | $46.8M | 113 |
| Q2 2024 | $37.0M | 94 |
| Q1 2024 | $33.2M | 91 |
| Q4 2023 | $49.3M | 487 |
Questions about West Tower Group, LLC's portfolio
What stocks does West Tower Group, LLC own?
West Tower Group, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 31 positions worth $27.0M. The largest are Perrigo Co PLC (PRGO) at 19.3%, Lyft Inc (LYFT) at 7.5%, Primoris Services Corp (PRIM) at 7.1%, Roku Inc (ROKU) at 6.2% and Generac Hldgs Inc (GNRC) at 5.3%.
What did West Tower Group, LLC buy last quarter?
In Q3 2026, West Tower Group, LLC added a new position in Myr Group Inc Del (MYRG), a new position in Global X Fds (URA), a new position in Janux Therapeutics Inc (JANX), a new position in Qualcomm Inc (QCOM), a new position in Servicenow Inc (NOW), Proshares Tr II (VIXY) (+100.0% shares), Generac Hldgs Inc (GNRC) (+69.8% shares) and Airbnb Inc (ABNB) (+60.0% shares), compared with its Q2 2026 filing.
What did West Tower Group, LLC sell last quarter?
In Q3 2026, West Tower Group, LLC sold all of Warner Bros Discovery Inc (WBD), sold all of Cabot Corp (CBT), sold all of Arcos Dorados Hldgs Inc (ARCO), sold all of Lam Research Corp (LRCX), sold all of Cisco Sys Inc (CSCO), Jacobs Solutions Inc (J) (-47.3% shares), Alphabet Inc (GOOGL) (-46.7% shares) and Fiserv Inc (FISV) (-46.6% shares), compared with its Q2 2026 filing.
How has West Tower Group, LLC's portfolio performed?
A portfolio copying West Tower Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.7% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +23.2% against +20.1%.
When is West Tower Group, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. West Tower Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does West Tower Group, LLC manage?
West Tower Group, LLC reported $146.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $27.0M.