13F-HR filed by West Tower Group, LLC
West Tower Group, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-31, with 45 holding rows worth $35,619,227.
- Accession
- 0001965819-26-000004
- Filer
- CIK 1965819
- Filed
- 2026-07-31
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A combination report, 47 entries on the cover page, a total value of $35,619,227 stated on the cover page (in dollars after the unit check, H1), rows summing to $35,619,227 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 | 352,522 | $3,662,704 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 183,929 | $2,687,203 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 25,972 | $2,574,345 | dollars as filed | |
| ONESPAWORLD HOLDINGS LIMITED | P73684113 | COM | 63,867 | $1,803,604 | dollars as filed | |
| NEWS CORP NEW CL A | 65249B109 | Stock | 68,285 | $1,695,517 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 10,950 | $1,512,633 | dollars as filed | |
| FISERV INC | 337738108 | COM | 29,301 | $1,437,214 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 8,200 | $1,423,356 | dollars as filed | |
| SHATTUCK LABS INC | 82024L103 | COMMON STOCK | 191,625 | $1,329,878 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 3,800 | $1,266,654 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 4,100 | $1,200,521 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 41,915 | $1,117,454 | dollars as filed | |
| CABOT CORP | 127055101 | COM | 10,681 | $970,048 | dollars as filed | |
| ARCOS DORADOS HLDGS INC | G0457F107 | SHS CLASS -A - | 109,859 | $885,464 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 2,000 | $794,340 | dollars as filed | |
| SOLV Energy Inc | 78475V103 | Class A Common Stock | 23,000 | $783,150 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 6,200 | $781,200 | dollars as filed | |
| ARGAN INC | 04010E109 | COM | 850 | $678,768 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,500 | $536,055 | dollars as filed | |
| PROSHARES TR II | 74347Y730 | VIX SHT TERM FUT | 25,000 | $532,250 | dollars as filed | |
| CONSTRUCTION PARTNERS INC | 21044C107 | COM CL A | 4,200 | $498,834 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,100 | $476,663 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,000 | $469,840 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 6,000 | $449,340 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 1,600 | $399,968 | dollars as filed | |
| FERROGLOBE PLC | G33856108 | SHS | 125,285 | $398,406 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 1,300 | $365,339 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 4,000 | $363,520 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 2,500 | $357,750 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 60,000 | $354,600 | dollars as filed | |
| Intel Corp | 458140100 | COM | 2,500 | $349,075 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 1,500 | $309,495 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 1,025 | $299,772 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 1,000 | $297,890 | dollars as filed | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 6,500 | $292,175 | dollars as filed | |
| CORNING INC | 219350105 | COM | 1,000 | $255,430 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 1,000 | $254,500 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 1,500 | $242,775 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 250 | $241,250 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,000 | $238,340 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 2,000 | $230,890 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 800 | $213,616 | dollars as filed | |
| THE REALREAL INC | 88339P101 | COM | 17,273 | $203,649 | dollars as filed | |
| Apple Inc | 037833100 | COM | 700 | $202,552 | dollars as filed | |
| ALKAMI TECHNOLOGY INC | 01644J108 | COM | 10,000 | $181,200 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001965819-26-000004 | this filing | 2026-07-31 | acceptance time not in the bulk data set |