13F-HR filed by West Tower Group, LLC
West Tower Group, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-29, with 73 holding rows worth $46,106,983.
- Accession
- 0001965819-25-000006
- Filer
- CIK 1965819
- Filed
- 2025-07-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A combination report, 77 entries on the cover page, a total value of $46,106,983 stated on the cover page (in dollars after the unit check, H1), rows summing to $46,106,983 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 | $3,177,382 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 275,170 | $3,153,448 | dollars as filed | |
| ENHABIT INC | 29332G102 | COM | 285,142 | $2,748,769 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 25,600 | $1,995,264 | dollars as filed | |
| GAP INC COM | 364760108 | Stock | 80,200 | $1,749,162 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 13,000 | $1,726,530 | dollars as filed | |
| ARCOS DORADOS HLDGS INC | G0457F107 | SHS CLASS -A - | 196,000 | $1,546,440 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 2,175 | $1,289,427 | dollars as filed | |
| ONESPAWORLD HOLDINGS LIMITED | P73684113 | COM | 61,400 | $1,251,946 | dollars as filed | |
| ORION S.A. | L72967109 | COM | 110,649 | $1,160,708 | dollars as filed | |
| NEWS CORP NEW CL A | 65249B109 | Stock | 38,454 | $1,142,853 | dollars as filed | |
| EXLSERVICE HLDGS INC COM | 302081104 | Stock | 24,700 | $1,081,613 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 12,300 | $924,591 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 7,000 | $920,150 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 56,000 | $882,560 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,100 | $811,899 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 4,700 | $707,679 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 8,000 | $703,120 | dollars as filed | |
| DAKTRONICS INC | 234264109 | COM | 40,000 | $604,800 | dollars as filed | |
| DREAM FINDERS HOMES INC COM CL A | 26154D100 | Stock | 23,000 | $577,990 | dollars as filed | |
| OCEANEERING INTL INC | 675232102 | COM | 27,000 | $559,440 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,000 | $551,300 | dollars as filed | |
| MACYS INC COM | 55616P104 | Stock | 43,485 | $507,035 | dollars as filed | |
| DROPBOX INC CL A | 26210C104 | Stock | 17,520 | $501,072 | dollars as filed | |
| VERTEX INC | 92538J106 | CL A | 13,000 | $459,355 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 6,000 | $454,440 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 3,300 | $435,732 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 10,000 | $432,700 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 3,000 | $425,700 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,800 | $414,144 | dollars as filed | |
| Southern Company | 842587107 | COM | 4,500 | $413,235 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 5,000 | $408,150 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 4,000 | $403,760 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 3,400 | $401,200 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,500 | $398,300 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,600 | $397,150 | dollars as filed | |
| KEURIG DR PEPPER INC COM | 49271V100 | Stock | 12,000 | $396,720 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 2,300 | $396,175 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 7,000 | $395,640 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 1,600 | $395,600 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 4,000 | $394,600 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 3,000 | $386,760 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 4,200 | $381,780 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 4,700 | $372,052 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 800 | $370,512 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 8,000 | $370,320 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,000 | $352,460 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 17,000 | $347,990 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 2,500 | $335,825 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 4,000 | $309,600 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,500 | $306,960 | dollars as filed | |
| THE CAMPBELLS COMPANY COM | 134429109 | Stock | 10,000 | $306,500 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 1,000 | $304,100 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 3,000 | $297,330 | dollars as filed | |
| SILICON LABORATORIES INC COM | 826919102 | Stock | 2,000 | $294,720 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,000 | $277,520 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 6,000 | $271,440 | dollars as filed | |
| KLA CORP | 482480100 | COM | 300 | $268,722 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 200 | $267,826 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 1,200 | $262,188 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 600 | $244,128 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 8,000 | $243,280 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 800 | $235,824 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 300 | $230,202 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 12,000 | $223,200 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 2,500 | $223,025 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,000 | $218,630 | dollars as filed | |
| GMS INC | 36251C103 | COM | 2,000 | $217,500 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 1,000 | $209,990 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 30,000 | $208,200 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,500 | $204,480 | dollars as filed | |
| ETSY INC | 29786A106 | COM | 4,000 | $200,640 | dollars as filed | |
| NAVITAS SEMICONDUCTOR CORP COM | 63942X106 | Stock | 10,000 | $65,500 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001965819-25-000006 | this filing | 2025-07-29 | acceptance time not in the bulk data set |