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West Tower Group, LLC

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13F filer, CIK 1965819, RICHMOND, VA

West Tower Group, LLC reported $26,980,557 across 31 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-14. Its ten largest share positions make up 67.78% of the portfolio.

Accepted , ingested 13F-HR 0001965819-26-000005

Period
2026-09-30
Reported value
$27M
Holdings
31
Top 10 weight
67.78%
New
6
Sold out
20

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GNRCadded+2,863$592K
MYRGnew+2,000$585K
VIXYadded+25,000$424K
URAnew+10,000$398K
JANXnew+23,000$397K

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
WBDexited-41,915-$1.12M
CBTexited-10,681-$970K
ARCOexited-109,859-$885K
NWSAreduced-29,519-$846K
LYFTreduced-49,679-$746K

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 2026

Share positions as resolved from 13F-HR 0001965819-26-000005, largest first. % of portfolio is the value over $26,980,557, 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; 2024Q4: 118,914 shares; 2025Q1: 118,914 shares; 2025Q2: 118,914 shares; 2025Q3: 173,241 shares; 2025Q4: 242,955 shares; 2026Q1: 352,522 shares; 2026Q2: 352,522 shares; 2026Q3: 352,522 shares 352,522$5.2M19.29%0Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,000 shares; 2025Q1: 64,000 shares; 2025Q2: 56,000 shares; 2025Q3: 51,000 shares; 2025Q4: 45,000 shares; 2026Q1: 138,432 shares; 2026Q2: 183,929 shares; 2026Q3: 134,250 shares 134,250$2.02M7.47%-49,679Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,000 shares; 2025Q1: 22,100 shares; 2025Q2: 25,600 shares; 2025Q3: 26,900 shares; 2025Q4: 26,200 shares; 2026Q1: 26,372 shares; 2026Q2: 25,972 shares; 2026Q3: 25,772 shares 25,772$1.92M7.12%-200Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 8,000 shares; 2025Q3: 11,000 shares; 2025Q4: 13,450 shares; 2026Q1: 12,950 shares; 2026Q2: 10,950 shares; 2026Q3: 10,950 shares 10,950$1.67M6.18%0Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares; 2026Q2: 4,100 shares; 2026Q3: 6,963 shares 6,963$1.44M5.34%+2,863Timeline
STTKSHATTUCK LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 191,625 shares; 2026Q3: 191,625 shares 191,625$1.31M4.84%0Timeline
OSWONESPAWORLD HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,900 shares; 2025Q1: 61,400 shares; 2025Q2: 61,400 shares; 2025Q3: 61,400 shares; 2025Q4: 61,400 shares; 2026Q1: 63,867 shares; 2026Q2: 63,867 shares; 2026Q3: 56,500 shares 56,500$1.27M4.71%-7,367Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,300 shares; 2025Q3: 12,300 shares; 2025Q4: 12,300 shares; 2026Q1: 8,953 shares; 2026Q2: 3,800 shares; 2026Q3: 4,227 shares 4,227$1.18M4.39%+427Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 4,700 shares; 2025Q3: 6,700 shares; 2025Q4: 8,600 shares; 2026Q1: 8,700 shares; 2026Q2: 8,200 shares; 2026Q3: 8,200 shares 8,200$1.17M4.33%0Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,520 shares; 2025Q1: 20,974 shares; 2025Q2: 38,454 shares; 2025Q3: 32,454 shares; 2025Q4: 32,454 shares; 2026Q1: 86,359 shares; 2026Q2: 68,285 shares; 2026Q3: 38,766 shares 38,766$1.11M4.12%-29,519Timeline
VIXYPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,000 shares; 2026Q3: 50,000 shares 50,000$847K3.14%+25,000Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,301 shares; 2026Q3: 15,657 shares 15,657$707K2.62%-13,644Timeline
MWHSOLV ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,000 shares; 2026Q2: 23,000 shares; 2026Q3: 28,000 shares 28,000$673K2.49%+5,000Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,500 shares; 2026Q3: 4,000 shares 4,000$643K2.38%+1,500Timeline
MYRGMYR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,000 shares 2,000$585K2.17%newTimeline
GSMFERROGLOBE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125,285 shares; 2026Q1: 125,285 shares; 2026Q2: 125,285 shares; 2026Q3: 140,968 shares 140,968$560K2.08%+15,683Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares; 2026Q3: 1,200 shares 1,200$476K1.76%-800Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 5,700 shares; 2025Q4: 8,000 shares; 2026Q1: 9,000 shares; 2026Q2: 6,200 shares; 2026Q3: 3,268 shares 3,268$442K1.64%-2,932Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,200 shares; 2026Q3: 4,900 shares 4,900$441K1.64%+700Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,000 shares 10,000$398K1.48%newTimeline
JANXJANUX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,000 shares 23,000$397K1.47%newTimeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,000 shares 2,000$368K1.36%newTimeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 850 shares; 2026Q3: 800 shares 800$302K1.12%-50Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares; 2026Q3: 800 shares 800$275K1.02%-700Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,000 shares 2,000$268K0.99%newTimeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares; 2026Q3: 1,300 shares 1,300$232K0.86%-200Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,050 shares; 2025Q1: 2,075 shares; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 2,575 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares; 2026Q3: 725 shares 725$231K0.86%-300Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares; 2026Q3: 250 shares 250$231K0.85%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 17,500 shares; 2025Q2: not reported; 2025Q3: 24,300 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 2,500 shares; 2026Q3: 1,800 shares 1,800$216K0.8%-700Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares; 2026Q3: 600 shares 600$204K0.76%-400Timeline
EROCEROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,000 shares 16,000$196K0.73%newTimeline

Sold out in Q3 2026

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

SecurityShares beforeValue beforeType
WBDWARNER BROS DISCOVERY INC41,915$1.12Mshares
CBTCABOT CORP10,681$970Kshares
ARCOARCOS DORADOS HLDGS INC109,859$885Kshares
LRCXLAM RESEARCH CORP1,100$477Kshares
CSCOCISCO SYS INC4,000$470Kshares
STMSTMICROELECTRONICS N V6,000$449Kshares
TTWOTAKE-TWO INTERACTIVE SOFTWAR1,600$400Kshares
NXPINXP SEMICONDUCTORS N V1,300$365Kshares
FROGJFROG LTD4,000$364Kshares
PTONPELOTON INTERACTIVE INC60,000$355Kshares
TWLOTWILIO INC1,500$309Kshares
MRVLMARVELL TECHNOLOGY INC1,000$298Kshares
SYMSYMBOTIC INC6,500$292Kshares
GLWCORNING INC1,000$255Kshares
AMZNAMAZON COM INC1,000$238Kshares
HUTHUT 8 CORP2,000$231Kshares
MODMODINE MFG CO800$214Kshares
REALTHE REALREAL INC17,273$204Kshares
AAPLAPPLE INC700$203Kshares
ALKTALKAMI TECHNOLOGY INC10,000$181Kshares

How Q3 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 0001965819-26-000005 base2026-10-14