Institutional Fund
West Tower Group, LLC
Richmond, VACIK 19658195 filings on record
Portfolio Value
$32.04M
Q1 2026
Holdings
32
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-26.3%
from $43.47M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Enhabit Inc15.9%
- Perrigo Co PLC11.8%
- Primoris Svcs Corp11.8%
- News Corp New6.7%
- Lyft Inc5.7%
- Onespaworld Holdings Limited4.6%
- Other43.5%
Portfolio Holdings
32 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Enhabit Inc | 361.0K | $5.09M | 15.9% | −14.1K | Reduced |
| 2 | Perrigo Co PLC | 352.5K | $3.79M | 11.8% | +109.6K | Added |
| 3 | Primoris Svcs Corp | 26.4K | $3.77M | 11.8% | +172 | Added |
| 4 | News Corp New | 86.4K | $2.15M | 6.7% | +53.9K | Added |
| 5 | Lyft Inc | 138.4K | $1.84M | 5.7% | +93.4K | Added |
| 6 | Onespaworld Holdings Limited | 63.9K | $1.47M | 4.6% | +2.5K | Added |
| 7 | Roku Inc | 12.9K | $1.23M | 3.8% | −500 | Reduced |
| 8 | Generac Hldgs Inc | 6.0K | $1.17M | 3.7% | +6.0K | New |
| 9 | Reddit Inc | 8.7K | $1.17M | 3.7% | +100 | Added |
| 10 | Warner Bros Discovery Inc | 41.9K | $1.15M | 3.6% | −23.1K | Reduced |
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