13F-HR filed by West Tower Group, LLC
West Tower Group, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-09, with 60 holding rows worth $38,052,259.
- Accession
- 0001965819-25-000004
- Filer
- CIK 1965819
- Filed
- 2025-05-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A combination report, 61 entries on the cover page, a total value of $38,052,259 stated on the cover page (in dollars after the unit check, H1), rows summing to $38,052,259 with VALUE read as dollars as filed, 13F file number 028-23035. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerFACT Capital, LP028-22940
- reports for this filerProsight Management, LP028-18450
- reports for this filerSteamboat Capital Partners, LLC028-17274
- reports for this filerGRIZZLYROCK CAPITAL, LLC028-23903
- included managerHalf Moon Capital, LLC
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| PERRIGO CO PLC SHS | G97822103 | Stock | 118,914 | $3,334,349 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 255,745 | $2,744,144 | dollars as filed | |
| ENHABIT INC | 29332G102 | COM | 285,142 | $2,506,398 | dollars as filed | |
| ORION S.A. | L72967109 | COM | 110,649 | $1,430,692 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 22,100 | $1,268,761 | dollars as filed | |
| GAP INC COM | 364760108 | Stock | 59,000 | $1,215,990 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 2,075 | $1,206,384 | dollars as filed | |
| ARCOS DORADOS HLDGS INC | G0457F107 | SHS CLASS -A - | 147,454 | $1,188,479 | dollars as filed | |
| DREAM FINDERS HOMES INC COM CL A | 26154D100 | Stock | 46,000 | $1,037,760 | dollars as filed | |
| ONESPAWORLD HOLDINGS LIMITED | P73684113 | COM | 61,400 | $1,030,906 | dollars as filed | |
| EXLSERVICE HLDGS INC COM | 302081104 | Stock | 21,700 | $1,024,457 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 7,000 | $846,230 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 64,000 | $759,680 | dollars as filed | |
| GMS INC | 36251C103 | COM | 10,000 | $731,700 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,200 | $691,632 | dollars as filed | |
| OCEANEERING INTL INC | 675232102 | COM | 27,000 | $588,870 | dollars as filed | |
| NEWS CORP NEW CL A | 65249B109 | Stock | 20,974 | $570,912 | dollars as filed | |
| MACYS INC COM | 55616P104 | Stock | 43,485 | $546,172 | dollars as filed | |
| DAKTRONICS INC | 234264109 | COM | 43,000 | $523,740 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 500 | $466,265 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 10,000 | $453,600 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 3,000 | $449,820 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 1,000 | $446,710 | dollars as filed | |
| MOSAIC CO COM | 61945C103 | Stock | 16,000 | $432,160 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 17,000 | $431,290 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,600 | $431,184 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 5,500 | $429,825 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 3,000 | $426,660 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 4,500 | $421,650 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 1,600 | $413,408 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,000 | $412,960 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 5,500 | $412,720 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 1,800 | $412,308 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 4,500 | $403,920 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,900 | $402,325 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 3,800 | $399,076 | dollars as filed | |
| Intel Corp | 458140100 | COM | 17,500 | $397,425 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 2,200 | $395,340 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 7,000 | $392,490 | dollars as filed | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 8,000 | $384,080 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 3,100 | $382,788 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 3,500 | $382,725 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 3,200 | $381,248 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 1,800 | $376,758 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 3,400 | $373,966 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 4,500 | $373,095 | dollars as filed | |
| DROPBOX INC CL A | 26210C104 | Stock | 13,520 | $361,119 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 3,000 | $361,020 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 10,000 | $349,200 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 600 | $330,018 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,000 | $309,280 | dollars as filed | |
| MANHATTAN ASSOCIATES INC COM | 562750109 | Stock | 1,500 | $259,560 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,000 | $248,660 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 3,500 | $246,540 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 3,500 | $218,190 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,000 | $216,760 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 1,000 | $212,210 | dollars as filed | |
| KLA CORP | 482480100 | COM | 300 | $203,940 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 1,000 | $201,670 | dollars as filed | |
| ALLEGRO MICROSYSTEMS INC | 01749D105 | COM | 8,000 | $201,040 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001965819-25-000004 | this filing | 2025-05-09 | acceptance time not in the bulk data set |