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13F-HR filed by West Tower Group, LLC

West Tower Group, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-04, with 78 holding rows worth $44,411,898.

Accession
0001965819-26-000001
Filed
2026-02-04
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A combination report, 80 entries on the cover page, a total value of $44,411,898 stated on the cover page (in dollars after the unit check, H1), rows summing to $44,411,898 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

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 filedCUSIPClassAmountValueValue read asType
ENHABIT INC29332G102COM375,142$3,458,809dollars as filed
PERRIGO CO PLC SHSG97822103Stock242,955$3,381,934dollars as filed
PRIMORIS SVCS CORP COM74164F103Stock26,200$3,252,468dollars as filed
REDDIT INC CL A75734B100Stock8,600$1,976,882dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock65,030$1,874,165dollars as filed
ROKU INC COM CL A77543R102Stock13,450$1,459,191dollars as filed
ONESPAWORLD HOLDINGS LIMITEDP73684113COM61,400$1,273,436dollars as filed
EXLSERVICE HLDGS INC COM302081104Stock27,700$1,175,588dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock2,575$1,168,921dollars as filed
ARCOS DORADOS HLDGS INCG0457F107SHS CLASS -A -158,736$1,165,122dollars as filed
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR82706C108ADR12,300$1,140,210dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock8,000$1,059,680dollars as filed
LYFT INC55087P104CL A COM45,000$871,650dollars as filed
NEWS CORP NEW CL A65249B109Stock32,454$847,698dollars as filed
CABOT CORP127055101COM11,235$744,656dollars as filed
LIBERTY MEDIA CORP DEL COM LBTY ONE S C531229755Stock7,000$689,570dollars as filed
OCEANEERING INTL INC675232102COM27,000$648,810dollars as filed
International Business Machines Corporation459200101COM2,000$592,420dollars as filed
FERROGLOBE PLCG33856108SHS125,285$581,322dollars as filed
VANECK ETF TRUST92189H957CALL50$531,935dollars as filedput
DROPBOX INC CL A26210C104Stock17,520$487,056dollars as filed
Amazon.com, Inc023135106COM2,000$461,640dollars as filed
ORION S.A.L72967109COM86,538$456,921dollars as filed
DREAM FINDERS HOMES INC COM CL A26154D100Stock25,789$440,992dollars as filed
VANECK ETF TRUST92189F956PUT50$414,488dollars as filedput
Apple Inc037833100COM1,500$407,790dollars as filed
Intel Corp458140100COM10,000$369,000dollars as filed
TWILIO INC CL A90138F102Stock2,500$355,600dollars as filed
META PLATFORMS INC CL A30303M102COM500$330,045dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,500$325,590dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock15,000$305,250dollars as filed
ISHARES TR464287556ISHARES BIOTECH1,800$303,786dollars as filed
STANLEY BLACK & DECKER INC COM854502101Stock4,000$297,120dollars as filed
VALERO ENERGY CORP COM91913Y100Stock1,800$293,022dollars as filed
Qualcomm Incorporated747525103COM1,700$290,785dollars as filed
GLOBAL X FDS37954Y830GLOBAL X COPPER4,000$287,160dollars as filed
PepsiCo,Inc.713448108COM2,000$287,040dollars as filed
BUNGE GLOBAL SA COM SHSH11356104Stock3,200$285,056dollars as filed
ISHARES INC MSCI BRAZIL ETF464286400MSCI BRAZIL ETF8,900$282,753dollars as filed
OMNICOM GROUP INC COM681919106Stock3,500$282,625dollars as filed
HALLIBURTON CO COM406216101Stock10,000$282,600dollars as filed
APA CORPORATION COM03743Q108Stock11,500$281,290dollars as filed
VANECK ETF TRUST92189H805RARE EAR STR ETF3,800$280,896dollars as filed
ISHARES TR464287184CHINA LG-CAP ETF7,300$279,517dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM17,000$279,310dollars as filed
Union Pacific Corporation907818108COM1,200$277,584dollars as filed
PPG INDS INC COM693506107Stock2,700$276,642dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock10,000$274,900dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF3,200$274,464dollars as filed
SPROTT FDS TR85208P303URANI MINER ETF5,000$274,450dollars as filed
Chevron Corporation166764100COM1,800$274,338dollars as filed
HERSHEY CO COM427866108Stock1,500$272,970dollars as filed
STATE STREET SPDR ETF S&P RETAIL78464A714ETF3,200$272,928dollars as filed
BILL HOLDINGS INC090043100COM5,000$272,700dollars as filed
BECTON DICKINSON & CO075887109COM1,400$271,698dollars as filed
INVESCO EXCH TRADED FD TR II46138G706SOLAR ETF5,500$270,160dollars as filed
Gilead Sciences,Inc.375558103COM2,200$270,028dollars as filed
ARK ETF TR00214Q302GENOMIC REV ETF9,300$269,421dollars as filed
SPDR S&P Metals & Mining ETF78464A755SHS2,600$269,386dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS6,000$268,260dollars as filed
SPDR SER TR78464A870S&P BIOTECH2,200$268,246dollars as filed
Salesforce.com, Inc79466L302COM1,000$264,910dollars as filed
ConocoPhillips20825C104COM2,800$262,108dollars as filed
Amgen Inc.031162100COM800$261,848dollars as filed
STMICROELECTRONICS N V NY REGISTRY861012102ADR10,000$259,400dollars as filed
NOKIA CORP654902204SPONSORED ADR40,000$258,800dollars as filed
SPDR S&P Homebuilders ETF78464A888SHS2,500$257,400dollars as filed
NextEra Energy,Inc.65339F101COM3,200$256,896dollars as filed
NVIDIA Corp67066G104COM1,309$244,129dollars as filed
ATLASSIANCORPCLASSA049468101STOK1,500$243,210dollars as filed
PALO ALTO NETWORKS INC697435105COM1,250$230,250dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS1,400$225,358dollars as filed
CORNING INC219350105COM2,500$218,900dollars as filed
Broadcom Inc.11135F101COM600$207,660dollars as filed
TARGET CORP COM87612E106Stock2,100$205,275dollars as filed
FRESHWORKS INC CLASS A COM358054104Stock15,000$183,750dollars as filed
PELOTON INTERACTIVE INC70614W100CL A COM20,000$123,200dollars as filed
SEALSQ CORPG79483106CMN23,500$88,830dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001965819-26-000001this filing2026-02-04acceptance time not in the bulk data set