Data as of Q4 2025 (Dec 31, 2025)

West Tower Group, LLC

โ€ขCIK: 1965819โ€ขFiling: Q4 2025

**West Tower Group, LLC** manages $44M across a portfolio of 78 distinct positions. The fund exhibits concentrated exposure, with top holdings including EHAB at $3.5M and BK-PK at $3.4M. Notable allocations also feature PRIM ($3.3M) and RDDT ($2.0M), suggesting a tactical approach across various sectors. This structure indicates active, concentrated management within its current asset base.

Total AUM
$43.5M
+ $946.4K in options
QoQ Performance
+25.9%
Positions
70
+ 1 option
Top 10 Concentration
45.5%
Latest Filing
Q4 2025

Top Holdings Allocation

EHAB
PRGO
PRIM
EHAB7.8%
PRGO7.6%
PRIM7.3%
RDDT4.5%
WBD4.2%
ROKU3.3%
OSW2.9%
EXLS2.6%

๐Ÿ“ˆ Biggest Buys

PRGO
PERRIGO CO PLC
+40.2%
7.6% of portfolio
CBT
CABOT CORP
NEW
1.7% of portfolio
FWONK
LIBERTY MEDIA CORP DEL
NEW
1.6% of portfolio
โ€”
FERROGLOBE PLC
NEW
1.3% of portfolio
โ€”PUT
VANECK ETF TRUST
NEW
1.2% of portfolio

๐Ÿ“‰ Biggest Sells

WBD
WARNER BROS DISCOVERY INC
-36.2%
4.2% of portfolio
INTC
INTEL CORP
-58.8%
0.8% of portfolio
OEC
ORION S.A.
-21.8%
1.0% of portfolio
LYFT
LYFT INC
-11.8%
2.0% of portfolio
PRIM
PRIMORIS SVCS CORP
-2.6%
7.3% of portfolio

Sector Breakdown

Other86.3%
Technology6.8%
Communication1.6%
Energy1.2%
Healthcare1.2%
Consumer1.0%
Consumer Staples0.6%
Industrial0.6%

๐Ÿšช Exited Positionssold since Q3 2025

MRVL
MARVELL TECHNOLOGY INC
SOLD
$630.5K
DAKT
DAKTRONICS INC
SOLD
$449.8K
SPOT
SPOTIFY TECHNOLOGY S A
SOLD
$349.0K
AMAT
APPLIED MATLS INC
SOLD
$307.1K
SMR
NUSCALE PWR CORP
SOLD
$288.0K
+14 more exited positions

Changes from Q3 2025

NEW50 new positions
โ†‘11 increased
โ†“8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023