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CIK: 0001965819
Total reported value
$35.6M
$35.6M
91 檔
26.8%
As reported in its official Q1 2024 Form 13F filing, West Tower Group, LLC's tracked investment portfolio stood at $35.6M with 91 total positions.
During Q1 2024, West Tower Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including KSS, ONL, WBD) accounted for 26.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KSS | Kohls CORP | Stock-Consumer Disc | 6.66% | — | +23.03% | |
| 2 | ONL | Orion Properties Inc. | Stock-Other | 6.00% | — | +16.47% | |
| 3 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 5.64% | -0.45% | +24.06% | |
| 4 | GPRE | Green Plains Inc | Stock-Other | 5.64% | — | +390.37% | |
| 5 | EHABUSD | Enhabit Inc | Stock-Other | 4.80% | -15.87% | EXIT | |
| 6 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 4.36% | — | +7247.46% | |
| 7 | ✓ | Stock-Other | 3.78% | +0.49% | — | ||
| 8 | GMS1EUR | Gms Inc | Stock-Other | 3.38% | — | -15.47% | |
| 9 | TYL | Tyler Technologies Inc | Stock-Tech | 3.08% | -0.26% | -4.00% | |
| 10 | NWSA | News CORP - Class A | Stock-Comm Services | 2.79% | -1.96% | +52.14% | |
| 11 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.52% | — | — | |
| 12 | M | Macy's, Inc. | Stock-Consumer Disc | 2.36% | — | -44.50% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.19% | — | — | |
| 14 | ✓ | Ferroglobe PLC | Stock-Other | 1.99% | -0.49% | +15.99% | |
| 15 | AKTSQ | Akoustis Technologies Inc | Stock-Other | 1.57% | — | — | |
| 16 | AKX | Ansys Inc | Stock-Other | 1.52% | — | — | |
| 17 | LYTS | Lsi Industries Inc | Stock-Other | 1.29% | — | -12.36% | |
| 18 | CASH | Pathward Financial Inc | Stock-Other | 1.29% | — | +2.52% | |
| 19 | BV | Brightview Holdings Inc | Stock-Other | 1.29% | — | — | |
| 20 | DRS | Leonardo Drs Inc | Stock-Industrials | 1.29% | — | -54.05% | |
| 21 | DBX | Dropbox Inc-class A | Stock-Tech | 1.21% | — | -51.44% | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.16% | — | — | |
| 23 | OXM | Oxford Industries Inc | Stock-Other | 1.15% | — | -86.87% | |
| 24 | DAKT | Daktronics Inc | Stock-Other | 1.14% | — | -49.33% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +1.50% | NEW | |
| 26 | AMBP | Ardagh Metal Packaging S.A. | Stock-Other | 1.09% | — | +10.44% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | — | — | |
| 28 | CLMTUSD | Calumet Specialty Products | Stock-Other | 1.01% | — | +21.56% | |
| 29 | PRGO | Perrigo Company plc | Stock-Healthcare | 0.98% | -1.53% | +10.99% | |
| 30 | OII | Oceaneering Intl Inc | Stock-Energy | 0.95% | — | +277.94% | |
| 31 | MGNI | Magnite Inc | Stock-Other | 0.93% | — | +67.92% | |
| 32 | DV | Doubleverify Holdings Inc | Stock-Other | 0.90% | — | — | |
| 33 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.88% | — | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | — | — | |
| 35 | G2C | Everi Holdings Inc | Stock-Other | 0.80% | — | +20.16% | |
| 36 | SLAB | Silicon Laboratories Inc | Stock-Tech | 0.78% | — | — | |
| 37 | OPAL | Opal Fuels Inc-a | Stock-Other | 0.78% | — | +63.46% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.74% | — | — | |
| 39 | ANETEUR | Arista Networks Inc | Stock-Other | 0.70% | — | — | |
| 40 | DELL | Dell Technologies -c | Stock-Tech | 0.69% | — | — | |
| 41 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.66% | — | — | |
| 42 | MRVL | Marvell Technology Inc | Stock-Tech | 0.64% | +0.84% | NEW | |
| 43 | OKTA | Okta Inc | Stock-Tech | 0.63% | — | +1718.18% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.62% | — | — | |
| 45 | ECVT | Ecovyst Inc | Stock-Other | 0.59% | — | -12.49% | |
| 46 | HCP2EUR | Hashicorp Inc-cl A | Stock-Other | 0.57% | — | — | |
| 47 | DRVN | Driven Brands Holdings Inc | Stock-Other | 0.56% | — | +83.62% | |
| 48 | GPGI | Gpgi Inc | Stock-Other | 0.55% | — | — | |
| 49 | MNDY | monday.com Ltd. | Stock-Tech | 0.55% | — | — | |
| 50 | MDB | Mongodb Inc | Stock-Tech | 0.54% | — | — |
According to official SEC Form 13F filings, West Tower Group, LLC reported a total U.S. public equity portfolio value of $35.6M across 91 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, West Tower Group, LLC's top holdings by market value included KSS (6.7%)、ONL (6.0%)、WBD (5.6%). The largest single position, KSS, represented 6.7% of total portfolio value.
In Q1 2024, West Tower Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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