Skip to content
Disclosery

West Tower Group, LLC

Follow

13F filer, CIK 1965819, RICHMOND, VA

West Tower Group, LLC reported $34,517,856 across 47 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-16. Its ten largest share positions make up 58.04% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965819-25-000007

Period
2025-09-30
Reported value
$34.5M
Holdings
47
Top 10 weight
58.04%
New
19
Sold out
45

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PRGOadded+54,327$1.21M
INTCnew+24,300$815K
EHABadded+90,000$721K
RDDTadded+2,000$460K
AMATnew+1,500$307K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WBDreduced-173,193-$3.38M
GAPexited-80,200-$1.75M
DVYexited-13,000-$1.73M
METAexited-1,100-$812K
Mexited-43,485-$507K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001965819-25-000007, largest first. % of portfolio is the value over $34,517,856, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PRGOPERRIGO CO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,992 shares; 2024Q4: 118,914 shares; 2025Q1: 118,914 shares; 2025Q2: 118,914 shares; 2025Q3: 173,241 shares 173,241$3.86M11.18%+54,327Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 22,100 shares; 2025Q2: 25,600 shares; 2025Q3: 26,900 shares 26,900$3.69M10.7%+1,300Timeline
EHABENHABIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,142 shares; 2024Q4: 285,142 shares; 2025Q1: 285,142 shares; 2025Q2: 285,142 shares; 2025Q3: 375,142 shares 375,142$3M8.71%+90,000Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,621 shares; 2024Q4: 255,745 shares; 2025Q1: 255,745 shares; 2025Q2: 275,170 shares; 2025Q3: 101,977 shares 101,977$1.99M5.77%-173,193Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 4,700 shares; 2025Q3: 6,700 shares 6,700$1.54M4.46%+2,000Timeline
OSWONESPAWORLD HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,017 shares; 2024Q4: 55,900 shares; 2025Q1: 61,400 shares; 2025Q2: 61,400 shares; 2025Q3: 61,400 shares 61,400$1.3M3.76%0Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 24,500 shares; 2025Q1: 21,700 shares; 2025Q2: 24,700 shares; 2025Q3: 27,700 shares 27,700$1.22M3.53%+3,000Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,300 shares; 2025Q3: 12,300 shares 12,300$1.17M3.38%0Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,075 shares; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares 2,175$1.14M3.3%0Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,000 shares; 2024Q4: 63,000 shares; 2025Q1: 64,000 shares; 2025Q2: 56,000 shares; 2025Q3: 51,000 shares 51,000$1.12M3.25%-5,000Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 8,000 shares; 2025Q3: 11,000 shares 11,000$1.1M3.19%+3,000Timeline
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,304 shares; 2025Q1: 147,454 shares; 2025Q2: 196,000 shares; 2025Q3: 158,736 shares 158,736$1.07M3.1%-37,264Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,385 shares; 2024Q4: 15,520 shares; 2025Q1: 20,974 shares; 2025Q2: 38,454 shares; 2025Q3: 32,454 shares 32,454$997K2.89%-6,000Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 5,700 shares 5,700$854K2.47%-1,300Timeline
OECORION S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,202 shares; 2024Q4: 110,649 shares; 2025Q1: 110,649 shares; 2025Q2: 110,649 shares; 2025Q3: 110,649 shares 110,649$839K2.43%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,500 shares; 2025Q2: not reported; 2025Q3: 24,300 shares 24,300$815K2.36%newTimeline
OIIOCEANEERING INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,500 shares; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares 27,000$669K1.94%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 7,500 shares 7,500$631K1.83%+3,500Timeline
DBXDROPBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,520 shares; 2024Q4: 14,520 shares; 2025Q1: 13,520 shares; 2025Q2: 17,520 shares; 2025Q3: 17,520 shares 17,520$529K1.53%0Timeline
DFHDREAM FINDERS HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,000 shares; 2025Q2: 23,000 shares; 2025Q3: 19,951 shares 19,951$517K1.5%-3,049Timeline
DAKTDAKTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,000 shares; 2024Q4: 43,000 shares; 2025Q1: 43,000 shares; 2025Q2: 40,000 shares; 2025Q3: 21,500 shares 21,500$450K1.3%-18,500Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 300 shares; 2025Q3: 500 shares 500$349K1.01%+200Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares 1,500$307K0.89%newTimeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares 8,000$288K0.83%newTimeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000$284K0.82%newTimeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,100 shares 9,100$282K0.82%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$281K0.81%0Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000$277K0.8%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 800 shares 800$264K0.76%-1,200Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,000 shares 1,000$243K0.7%-1,000Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares 12,000$238K0.69%newTimeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares 1,600$233K0.68%newTimeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,000 shares 1,000$228K0.66%-200Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares 1,500$226K0.66%newTimeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares 8,000$226K0.65%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800$226K0.65%0Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000$226K0.65%newTimeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares 5,000$225K0.65%newTimeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 25,000 shares 25,000$225K0.65%-5,000Timeline
PDPAGERDUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,000 shares 13,000$215K0.62%newTimeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares 700$210K0.61%newTimeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 4,200 shares; 2025Q1: 3,800 shares; 2025Q2: not reported; 2025Q3: 2,178 shares 2,178$206K0.6%newTimeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,600 shares 2,600$204K0.59%newTimeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares 2,500$202K0.58%newTimeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares 25,000$181K0.52%newTimeline
LAESSEALSQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,500 shares 23,500$87.9K0.25%newTimeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 13,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000$77.1K0.22%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GAPGAP INC80,200$1.75Mshares
DVYISHARES TR13,000$1.73Mshares
METAMETA PLATFORMS INC1,100$812Kshares
MMACYS INC43,485$507Kshares
VERXVERTEX INC13,000$459Kshares
SYYSYSCO CORP6,000$454Kshares
PEPPEPSICO INC3,300$436Kshares
VZVERIZON COMMUNICATIONS INC10,000$433Kshares
AMDADVANCED MICRO DEVICES INC3,000$426Kshares
UNPUNION PAC CORP1,800$414Kshares
SOSOUTHERN CO4,500$413Kshares
OKEONEOK INC NEW5,000$408Kshares
UPSUNITED PARCEL SVCS INC4,000$404Kshares
DUKDUKE ENERGY CORP NEW3,400$401Kshares
PGPROCTER & GAMBLE CO2,500$398Kshares
JNJJOHNSON & JOHNSON2,600$397Kshares
KDPKEURIG DR PEPPER INC12,000$397Kshares
BDXBECTON DICKINSON & CO2,300$396Kshares
DDOMINION ENERGY INC7,000$396Kshares
ITWILLINOIS TOOL WKS INC1,600$396Kshares
TGTTARGET CORP4,000$395Kshares
KMBKIMBERLY-CLARK CORP3,000$387Kshares
CLCOLGATE PALMOLIVE CO4,200$382Kshares
MRKMERCK & CO INC4,700$372Kshares
LMTLOCKHEED MARTIN CORP800$371Kshares
BMYBRISTOL-MYERS SQUIBB CO8,000$370Kshares
CAGCONAGRA BRANDS INC17,000$348Kshares
DDOGDATADOG INC2,500$336Kshares
PANWPALO ALTO NETWORKS INC1,500$307Kshares
CPBTHE CAMPBELLS COMPANY10,000$306Kshares
SAPSAP SE1,000$304Kshares
FOURSHIFT4 PMTS INC3,000$297Kshares
SLABSILICON LABORATORIES INC2,000$295Kshares
CSCOCISCO SYS INC4,000$278Kshares
CARTMAPLEBEAR INC6,000$271Kshares
KLACKLA CORP300$269Kshares
NFLXNETFLIX INC.200$268Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL600$244Kshares
HUTHUT 8 CORP12,000$223Kshares
COHRCOHERENT CORP2,500$223Kshares
GMS INCGMS INC2,000$218Kshares
MDBMONGODB INC1,000$210Kshares
PLTRPALANTIR TECHNOLOGIES INC1,500$204Kshares
ETSYETSY INC4,000$201Kshares
NVTSNAVITAS SEMICONDUCTOR CORP10,000$65.5Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001965819-25-000007 base2025-10-16acceptance time not in the bulk data set