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CIK: 0001965819
Total reported value
$35.6M
$35.6M
113 檔
32.0%
According to the latest 13F quarterly dataset, West Tower Group, LLC managed an equity portfolio of $35.6M at the end of Q3 2024, spanning 113 distinct U.S. exchange-listed positions.
In Q3 2024, West Tower Group, LLC displayed an active expansion posture, initiating 50 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 6.09% | -0.45% | — | |
| 2 | PRGO | Perrigo Company plc | Stock-Healthcare | 5.71% | -1.53% | +173.98% | |
| 3 | EHABUSD | Enhabit Inc | Stock-Other | 4.81% | -15.87% | EXIT | |
| 4 | ONL | Orion Properties Inc. | Stock-Other | 4.34% | — | +31.75% | |
| 5 | ✓ | Stock-Other | 3.42% | +0.49% | — | ||
| 6 | PYPL | Paypal Holdings Inc | Stock-Financials | 2.84% | — | +50.73% | |
| 7 | TYL | Tyler Technologies Inc | Stock-Tech | 2.56% | -0.26% | -8.89% | |
| 8 | EXLS | Exlservice Holdings Inc | Stock-Tech | 2.53% | -0.83% | EXIT | |
| 9 | GPRE | Green Plains Inc | Stock-Other | 2.34% | — | — | |
| 10 | HPE | Hewlett Packard Enterprise | Stock-Tech | 2.21% | — | -58.78% | |
| 11 | GMS1EUR | Gms Inc | Stock-Other | 2.03% | — | -4.55% | |
| 12 | OII | Oceaneering Intl Inc | Stock-Energy | 1.83% | — | — | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.75% | -0.95% | EXIT | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.68% | — | +81.82% | |
| 15 | DBX | Dropbox Inc-class A | Stock-Tech | 1.60% | — | — | |
| 16 | M | Macy's, Inc. | Stock-Consumer Disc | 1.57% | — | — | |
| 17 | NWSA | News CORP - Class A | Stock-Comm Services | 1.56% | -1.96% | — | |
| 18 | ADI | Analog Devices Inc | Stock-Tech | 1.47% | +2.23% | NEW | |
| 19 | ✓ | Ferroglobe PLC | Stock-Other | 1.36% | -0.49% | +3.78% | |
| 20 | DAKT | Daktronics Inc | Stock-Other | 1.19% | — | -4.44% | |
| 21 | LYTS | Lsi Industries Inc | Stock-Other | 1.19% | — | +21.15% | |
| 22 | MGNI | Magnite Inc | Stock-Other | 1.17% | — | +38.35% | |
| 23 | LYFT | Lyft Inc-a | Stock-Tech | 1.12% | +1.80% | +17.14% | |
| 24 | MNDY | monday.com Ltd. | Stock-Tech | 1.07% | — | +38.46% | |
| 25 | DRVN | Driven Brands Holdings Inc | Stock-Other | 1.06% | — | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | — | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | — | +60.00% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.96% | — | — | |
| 29 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.95% | — | — | |
| 30 | NOK | Nokia Corp-spon Adr | Stock-Tech | 0.93% | -0.63% | EXIT | |
| 31 | CLMT | Calumet Inc | Stock-Other | 0.87% | — | — | |
| 32 | CASH | Pathward Financial Inc | Stock-Other | 0.84% | — | -29.45% | |
| 33 | J | Jacobs Solutions Inc | Stock-Industrials | 0.84% | -1.38% | — | |
| 34 | MRVL | Marvell Technology Inc | Stock-Tech | 0.77% | +0.84% | NEW | |
| 35 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.70% | +0.34% | +150.00% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | — | — | |
| 37 | CVS | Cvs Health CORP | Stock-Healthcare | 0.64% | — | — | |
| 38 | CSGP | Costar Group Inc | Stock-Real Estate | 0.64% | — | — | |
| 39 | NABL | N-able Inc | Stock-Other | 0.64% | — | -11.54% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.63% | — | — | |
| 41 | DOW | Dow Inc | Stock-Materials | 0.63% | — | — | |
| 42 | VICR | Vicor CORP | Stock-Tech | 0.63% | — | — | |
| 43 | PSX | Phillips 66 | Stock-Energy | 0.62% | — | — | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.61% | — | — | |
| 45 | FAST | Fastenal Co | Stock-Industrials | 0.61% | — | — | |
| 46 | EXC | Exelon CORP | Stock-Utilities | 0.61% | — | — | |
| 47 | SE | Sea Ltd-adr | Stock-Comm Services | 0.60% | — | +100.00% | |
| 48 | MOS | Mosaic Co/the | Stock-Materials | 0.60% | — | — | |
| 49 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.60% | — | — | |
| 50 | PPG | Ppg Industries Inc | Stock-Materials | 0.59% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PRGO | Perrigo Company plc | +3.1% | +173.98% | Add |
| 2 | EHABUSD | Enhabit Inc | +1.5% | +108.78% | Add |
| 3 | AMD | Advanced Micro Devices | +1.3% | +400.00% | Add |
| 4 | PYPL | Paypal Holdings Inc | +1.1% | +50.73% | Add |
| 5 | NVDA | Nvidia CORP | +1% | NEW | New buy |
| 6 | NOW | Servicenow Inc | +1% | NEW | New buy |
| 7 | LITE | Lumentum Holdings Inc | +1% | NEW | New buy |
| 8 | CLMT | Calumet Inc | +0.9% | NEW | New buy |
| 9 | J | Jacobs Solutions Inc | +0.8% | NEW | New buy |
| 10 | MCD | Mcdonald's CORP | +0.7% | NEW | New buy |
| 11 | CVS | Cvs Health CORP | +0.6% | NEW | New buy |
| 12 | CSGP | Costar Group Inc | +0.6% | NEW | New buy |
| 13 | EMR | Emerson Electric Co | +0.6% | NEW | New buy |
| 14 | DOW | Dow Inc | +0.6% | NEW | New buy |
| 15 | VICR | Vicor CORP | +0.6% | NEW | New buy |
| 16 | PSX | Phillips 66 | +0.6% | NEW | New buy |
| 17 | UPS | United Parcel Service-cl B | +0.6% | NEW | New buy |
| 18 | FAST | Fastenal Co | +0.6% | NEW | New buy |
| 19 | EXC | Exelon CORP | +0.6% | NEW | New buy |
| 20 | MOS | Mosaic Co/the | +0.6% | NEW | New buy |
| 21 | GPC | Genuine Parts Co | +0.6% | NEW | New buy |
| 22 | PPG | Ppg Industries Inc | +0.6% | NEW | New buy |
| 23 | MPWR | Monolithic Power Systems Inc | +0.6% | NEW | New buy |
| 24 | HRL | Hormel Foods CORP | +0.6% | NEW | New buy |
| 25 | ADM | Archer-daniels-midland Co | +0.6% | NEW | New buy |
| 26 | COP | Conocophillips | +0.6% | NEW | New buy |
| 27 | SYY | Sysco CORP | +0.6% | NEW | New buy |
| 28 | MRK | Merck & Co. Inc. | +0.6% | NEW | New buy |
| 29 | PEP | Pepsico Inc | +0.6% | NEW | New buy |
| 30 | XOM | Exxon Mobil CORP | +0.6% | NEW | New buy |
| 31 | IPG | Interpublic Group Of Cos Inc | +0.6% | NEW | New buy |
| 32 | HON | Honeywell International Inc | +0.6% | NEW | New buy |
| 33 | RBLX | Roblox CORP -class A | +0.6% | NEW | New buy |
| 34 | BDX | Becton Dickinson And Co | +0.6% | NEW | New buy |
| 35 | KHC | Kraft Heinz Co/the | +0.6% | NEW | New buy |
| 36 | ABT | Abbott Laboratories | +0.6% | NEW | New buy |
| 37 | BAX | Baxter International Inc | +0.5% | NEW | New buy |
| 38 | NOK | Nokia Corp-spon Adr | +0.5% | +150.00% | Add |
| 39 | TSLA | Tesla Inc | +0.5% | +81.82% | Add |
| 40 | U | Unity Software Inc | +0.5% | NEW | New buy |
| 41 | ARM | Arm Holdings Plc-adr | +0.5% | NEW | New buy |
| 42 | BILL | Bill Holdings Inc | +0.5% | NEW | New buy |
| 43 | ADI | Analog Devices Inc | +0.4% | +76.47% | Add |
| 44 | TOST | Toast Inc-class A | +0.4% | NEW | New buy |
| 45 | ANETEUR | Arista Networks Inc | +0.4% | NEW | New buy |
| 46 | KVYO | Klaviyo Inc-a | +0.4% | NEW | New buy |
| 47 | DOCS | Doximity Inc-class A | +0.4% | NEW | New buy |
| 48 | RDDT | Reddit Inc-cl A | +0.4% | +150.00% | Add |
| 49 | SE | Sea Ltd-adr | +0.3% | +100.00% | Add |
| 50 | ON | On Semiconductor | +0.3% | NEW | New buy |
According to official SEC Form 13F filings, West Tower Group, LLC reported a total U.S. public equity portfolio value of $35.6M across 113 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WBD, PRGO, EHABUSD) accounted for 32.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
NVDA
市值: $485.8K
Top Position Liquidated / Trimmed
URBN
前期市值: $1.3M
During Q3 2024, West Tower Group, LLC's top holdings by market value included WBD (6.1%)、PRGO (5.7%)、EHABUSD (4.8%). The largest single position, WBD, represented 6.1% of total portfolio value.
In Q3 2024, West Tower Group, LLC made 123 total portfolio adjustments, initiating 50 new buys, adding to 26 positions, trimming 16 holdings, and fully liquidating 31 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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