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West Tower Group, LLC

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13F filer, CIK 1965819, RICHMOND, VA

West Tower Group, LLC reported $32,050,632 across 33 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 71.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965819-26-000003

Period
2026-03-31
Reported value
$32.1M
Holdings
33
Top 10 weight
71.24%
New
9
Sold out
54

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NWSAadded+53,905$1.34M
LYFTadded+93,432$1.24M
PRGOadded+109,567$1.18M
GNRCnew+6,000$1.17M
FIGnew+21,000$444K

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
FWONKexited-7,000-$690K
OIIexited-27,000-$649K
WBDreduced-23,115-$635K
EXLSreduced-19,000-$579K
TYLreduced-1,550-$531K

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, Q1 2026

Share positions as resolved from 13F-HR 0001965819-26-000003, largest first. % of portfolio is the value over $32,037,762, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EHABENHABIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,142 shares; 2024Q4: 285,142 shares; 2025Q1: 285,142 shares; 2025Q2: 285,142 shares; 2025Q3: 375,142 shares; 2025Q4: 375,142 shares; 2026Q1: 361,009 shares 361,009$5.09M15.88%-14,133Timeline
PRGOPERRIGO CO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,992 shares; 2024Q4: 118,914 shares; 2025Q1: 118,914 shares; 2025Q2: 118,914 shares; 2025Q3: 173,241 shares; 2025Q4: 242,955 shares; 2026Q1: 352,522 shares 352,522$3.79M11.82%+109,567Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 22,100 shares; 2025Q2: 25,600 shares; 2025Q3: 26,900 shares; 2025Q4: 26,200 shares; 2026Q1: 26,372 shares 26,372$3.77M11.77%+172Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,385 shares; 2024Q4: 15,520 shares; 2025Q1: 20,974 shares; 2025Q2: 38,454 shares; 2025Q3: 32,454 shares; 2025Q4: 32,454 shares; 2026Q1: 86,359 shares 86,359$2.15M6.72%+53,905Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,000 shares; 2024Q4: 63,000 shares; 2025Q1: 64,000 shares; 2025Q2: 56,000 shares; 2025Q3: 51,000 shares; 2025Q4: 45,000 shares; 2026Q1: 138,432 shares 138,432$1.84M5.75%+93,432Timeline
OSWONESPAWORLD HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,017 shares; 2024Q4: 55,900 shares; 2025Q1: 61,400 shares; 2025Q2: 61,400 shares; 2025Q3: 61,400 shares; 2025Q4: 61,400 shares; 2026Q1: 63,867 shares 63,867$1.47M4.58%+2,467Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 8,000 shares; 2025Q3: 11,000 shares; 2025Q4: 13,450 shares; 2026Q1: 12,950 shares 12,950$1.23M3.82%-500Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000$1.17M3.66%newTimeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 4,700 shares; 2025Q3: 6,700 shares; 2025Q4: 8,600 shares; 2026Q1: 8,700 shares 8,700$1.17M3.66%+100Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,621 shares; 2024Q4: 255,745 shares; 2025Q1: 255,745 shares; 2025Q2: 275,170 shares; 2025Q3: 101,977 shares; 2025Q4: 65,030 shares; 2026Q1: 41,915 shares 41,915$1.15M3.59%-23,115Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 5,700 shares; 2025Q4: 8,000 shares; 2026Q1: 9,000 shares 9,000$1.15M3.58%+1,000Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,300 shares; 2025Q3: 12,300 shares; 2025Q4: 12,300 shares; 2026Q1: 8,953 shares 8,953$1.01M3.14%-3,347Timeline
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,304 shares; 2025Q1: 147,454 shares; 2025Q2: 196,000 shares; 2025Q3: 158,736 shares; 2025Q4: 158,736 shares; 2026Q1: 109,859 shares 109,859$906K2.83%-48,877Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 2,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 3,000 shares 3,000$761K2.38%+1,500Timeline
GSMFERROGLOBE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,291 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125,285 shares; 2026Q1: 125,285 shares 125,285$516K1.61%0Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,000 shares 21,000$444K1.39%newTimeline
CBTCABOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,235 shares; 2026Q1: 5,861 shares 5,861$441K1.38%-5,374Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,500 shares; 2025Q2: not reported; 2025Q3: 24,300 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$441K1.38%0Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000$372K1.16%newTimeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,075 shares; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 2,575 shares; 2026Q1: 1,025 shares 1,025$351K1.1%-1,550Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 1,500 shares 1,500$312K0.98%-500Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500$305K0.95%newTimeline
MWHSOLV ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,000 shares 9,000$270K0.84%newTimeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 24,500 shares; 2025Q1: 21,700 shares; 2025Q2: 24,700 shares; 2025Q3: 27,700 shares; 2025Q4: 27,700 shares; 2026Q1: 8,700 shares 8,700$265K0.83%-19,000Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$253K0.79%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 2,000 shares; 2026Q1: 1,000 shares 1,000$242K0.76%-1,000Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200$237K0.74%newTimeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,200 shares 1,200$224K0.7%+200Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 90,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares; 2026Q1: 25,000 shares 25,000$201K0.63%-15,000Timeline
ALKTALKAMI TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000$188K0.59%newTimeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 25,000 shares; 2025Q4: 20,000 shares; 2026Q1: 40,000 shares 40,000$172K0.54%+20,000Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 15,000 shares; 2026Q1: 10,000 shares 10,000$159K0.5%-5,000Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
PELOTON INTERACTIVE INCPELOTON INTERACTIVE INC CALLcall3,000$12.9Knew

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
FWONKLIBERTY MEDIA CORP DEL7,000$690Kshares
OIIOCEANEERING INTL INC27,000$649Kshares
VANECK ETF TRUSTVANECK ETF TRUST50$532Kput
DBXDROPBOX INC17,520$487Kshares
OECORION S.A.86,538$457Kshares
DFHDREAM FINDERS HOMES INC25,789$441Kshares
VANECK ETF TRUSTVANECK ETF TRUST50$414Kput
TWLOTWILIO INC2,500$356Kshares
METAMETA PLATFORMS INC500$330Kshares
NXPINXP SEMICONDUCTORS N V1,500$326Kshares
IBBISHARES TR1,800$304Kshares
SWKSTANLEY BLACK & DECKER INC4,000$297Kshares
VLOVALERO ENERGY CORP1,800$293Kshares
QCOMQUALCOMM INC1,700$291Kshares
COPXGLOBAL X FDS4,000$287Kshares
PEPPEPSICO INC2,000$287Kshares
BGBUNGE GLOBAL SA3,200$285Kshares
EWZISHARES INC8,900$283Kshares
OMCOMNICOM GROUP INC3,500$283Kshares
HALHALLIBURTON CO10,000$283Kshares
APAAPA CORPORATION11,500$281Kshares
REMXVANECK ETF TRUST3,800$281Kshares
FXIISHARES TR7,300$280Kshares
ICLNISHARES TR17,000$279Kshares
UNPUNION PAC CORP1,200$278Kshares
PPGPPG INDS INC2,700$277Kshares
KMIKINDER MORGAN INC DEL10,000$275Kshares
GDXVANECK ETF TRUST3,200$274Kshares
URNMSPROTT FDS TR5,000$274Kshares
CVXCHEVRON CORPORATION1,800$274Kshares
HSYHERSHEY CO1,500$273Kshares
XRTSPDR SERIES TRUST3,200$273Kshares
BILLBILL HOLDINGS INC5,000$273Kshares
BDXBECTON DICKINSON & CO1,400$272Kshares
TANINVESCO EXCH TRADED FD TR II5,500$270Kshares
GILDGILEAD SCIENCES INC2,200$270Kshares
ARKGARK ETF TR9,300$269Kshares
XMESPDR SERIES TRUST2,600$269Kshares
XLESELECT SECTOR SPDR TR6,000$268Kshares
XBISPDR SERIES TRUST2,200$268Kshares
COPCONOCOPHILLIPS2,800$262Kshares
AMGNAMGEN INC800$262Kshares
STMSTMICROELECTRONICS N V10,000$259Kshares
XHBSPDR SERIES TRUST2,500$257Kshares
NEENEXTERA ENERGY INC3,200$257Kshares
NVDANVIDIA CORPORATION1,309$244Kshares
TEAMATLASSIAN CORPORATION1,500$243Kshares
PANWPALO ALTO NETWORKS INC1,250$230Kshares
SHOPSHOPIFY INC1,400$225Kshares
GLWCORNING INC2,500$219Kshares
AVGOBROADCOM INC600$208Kshares
TGTTARGET CORP2,100$205Kshares
FRSHFRESHWORKS INC15,000$184Kshares
LAESSEALSQ CORP23,500$88.8Kshares

How Q1 2026 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 0001965819-26-000003 base2026-04-29acceptance time not in the bulk data set