13F-HR filed by West Tower Group, LLC
West Tower Group, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-16, with 47 holding rows worth $34,517,856.
- Accession
- 0001965819-25-000007
- Filer
- CIK 1965819
- Filed
- 2025-10-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A combination report, 50 entries on the cover page, a total value of $34,517,856 stated on the cover page (in dollars after the unit check, H1), rows summing to $34,517,856 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 | 173,241 | $3,858,077 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 26,900 | $3,694,177 | dollars as filed | |
| ENHABIT INC | 29332G102 | COM | 375,142 | $3,004,887 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 101,977 | $1,991,611 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 6,700 | $1,540,933 | dollars as filed | |
| ONESPAWORLD HOLDINGS LIMITED | P73684113 | COM | 61,400 | $1,297,996 | dollars as filed | |
| EXLSERVICE HLDGS INC COM | 302081104 | Stock | 27,700 | $1,219,631 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 12,300 | $1,166,163 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 2,175 | $1,137,873 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 51,000 | $1,122,510 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 11,000 | $1,101,430 | dollars as filed | |
| ARCOS DORADOS HLDGS INC | G0457F107 | SHS CLASS -A - | 158,736 | $1,071,468 | dollars as filed | |
| NEWS CORP NEW CL A | 65249B109 | Stock | 32,454 | $996,662 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 5,700 | $854,202 | dollars as filed | |
| ORION S.A. | L72967109 | COM | 110,649 | $838,719 | dollars as filed | |
| Intel Corp | 458140100 | COM | 24,300 | $815,265 | dollars as filed | |
| OCEANEERING INTL INC | 675232102 | COM | 27,000 | $669,060 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 7,500 | $630,525 | dollars as filed | |
| DROPBOX INC CL A | 26210C104 | Stock | 17,520 | $529,279 | dollars as filed | |
| DREAM FINDERS HOMES INC COM CL A | 26154D100 | Stock | 19,951 | $517,130 | dollars as filed | |
| DAKTRONICS INC | 234264109 | COM | 21,500 | $449,780 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 500 | $349,000 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,500 | $307,110 | dollars as filed | |
| NUSCALE PWR CORP CL A COM | 67079K100 | Stock | 8,000 | $288,000 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 2,000 | $283,540 | dollars as filed | |
| ISHARES INC MSCI BRAZIL ETF | 464286400 | MSCI BRAZIL ETF | 9,100 | $282,100 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,000 | $281,240 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 2,000 | $277,040 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 800 | $263,928 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,000 | $243,100 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 12,000 | $238,440 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 1,600 | $233,136 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 1,000 | $227,730 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 1,500 | $226,290 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 8,000 | $226,080 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 800 | $225,728 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 1,000 | $225,550 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 5,000 | $225,400 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 25,000 | $225,000 | dollars as filed | |
| PAGERDUTY INC COM | 69553P100 | Stock | 13,000 | $214,760 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 700 | $209,762 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 2,178 | $206,017 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 2,600 | $203,762 | dollars as filed | |
| TEMPUS AI INC CL A | 88023B103 | Stock | 2,500 | $201,775 | dollars as filed | |
| RUM GROUP INC COM CL A | 78137L105 | Stock | 25,000 | $181,000 | dollars as filed | |
| SEALSQ CORP | G79483106 | CMN | 23,500 | $87,890 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 10,000 | $77,100 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001965819-25-000007 | this filing | 2025-10-16 | acceptance time not in the bulk data set |