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WTG

West Tower Group Portfolio holdings

AUM $32.1M
1-Year Est. Return 33.19%
This Fund
S&P 500
This Quarter Est. Return
+4%
1 Year Est. Return
+33.19%
3 Year Est. Return
+71.96%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$32.1M
AUM Growth
-$12.4M
Cap. Flow
-$11.6M
Cap. Flow %
-36.3%
Top 10 Hldgs %
71.21%
Holding
87
New
9
Increased
10
Reduced
12
Closed
54

Top Buys

Rank Stock Value
1
LYFT icon
Lyft
LYFT
+$1.45M
2
PRGO icon
Perrigo
PRGO
+$1.42M
3
NWSA icon
News Corp Class A
NWSA
+$1.34M
4
GNRC icon
Generac Holdings
GNRC
+$1.15M
5
FIG
Figma
FIG
+$576K

Top Sells

Rank Stock Value
1
FWONK icon
Liberty Media Series C
FWONK
+$690K
2
EXLS icon
EXL Service
EXLS
+$655K
3
OII icon
Oceaneering
OII
+$649K
4
WBD icon
Warner Bros
WBD
+$647K
5
TYL icon
Tyler Technologies
TYL
+$577K

Sector Composition

Rank Sector Weight
1 Healthcare 27.68%
2 Industrials 20.16%
3 Technology 20.06%
4 Communication Services 18.53%
5 Consumer Discretionary 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EHAB
1
DELISTED
Enhabit
EHAB
$5.09M 15.87%
361,009
-14,133
-4% -$169K
PRGO icon
2
Perrigo
PRGO
$1.48B
$3.79M 11.81%
352,522
+109,567
+45% +$1.42M
PRIM icon
3
Primoris Services
PRIM
$4.66B
$3.77M 11.77%
26,372
+172
+0.7% +$25.2K
NWSA icon
4
News Corp Class A
NWSA
$15.4B
$2.15M 6.72%
86,359
+53,905
+166% +$1.34M
LYFT icon
5
Lyft
LYFT
$5.89B
$1.84M 5.74%
138,432
+93,432
+208% +$1.45M
OSW icon
6
OneSpaWorld
OSW
$2.68B
$1.47M 4.57%
63,867
+2,467
+4% +$52.5K
ROKU icon
7
Roku
ROKU
$21.4B
$1.23M 3.82%
12,950
-500
-4% -$48.7K
GNRC icon
8
Generac Holdings
GNRC
$12.7B
$1.17M 3.66%
+6,000
New +$1.15M
RDDT icon
9
Reddit
RDDT
$34.9B
$1.17M 3.66%
8,700
+100
+1% +$17K
WBD icon
10
Warner Bros
WBD
$67.4B
$1.15M 3.59%
41,915
-23,115
-36% -$647K
J icon
11
Jacobs Solutions
J
$15.6B
$1.15M 3.57%
9,000
+1,000
+13% +$136K
SIMO icon
12
Silicon Motion
SIMO
$8.96B
$1.01M 3.14%
8,953
-3,347
-27% -$406K
ARCO icon
13
Arcos Dorados Holdings
ARCO
$1.73B
$906K 2.83%
109,859
-48,877
-31% -$397K
AAPL icon
14
Apple
AAPL
$4.9T
$761K 2.38%
3,000
+1,500
+100% +$390K
GSM icon
15
FerroAtlántica
GSM
$626M
$516K 1.61%
125,285
– –
FIG
16
Figma
FIG
$12.7B
$444K 1.39%
+21,000
New +$576K
CBT icon
17
Cabot Corp
CBT
$4.67B
$441K 1.38%
5,861
-5,374
-48% -$390K
INTC icon
18
Intel
INTC
$478B
$441K 1.38%
10,000
– –
SYM icon
19
Symbotic
SYM
$5.25B
$372K 1.16%
+7,000
New +$401K
TYL icon
20
Tyler Technologies
TYL
$13.1B
$351K 1.1%
1,025
-1,550
-60% -$577K
AMZN icon
21
Amazon
AMZN
$2.66T
$312K 0.97%
1,500
-500
-25% -$110K
AMD icon
22
Advanced Micro Devices
AMD
$808B
$305K 0.95%
+1,500
New +$320K
MWH
23
SOLV Energy Inc
MWH
$5.99B
$270K 0.84%
+9,000
New +$267K
EXLS icon
24
EXL Service
EXLS
$4.3B
$265K 0.83%
8,700
-19,000
-69% -$655K
ABNB icon
25
Airbnb
ABNB
$86.6B
$253K 0.79%
+2,000
New +$260K
1
2 3 4

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West Tower Group's Q1 2026 Portfolio in Review

As of Q1 2026, West Tower Group held 87 positions worth $32.1M, down 28% from $44.4M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

West Tower Group withdrew a net $11.6M in Q1 2026, closing 54 positions and reducing 12 holdings. Its most notable exit was Liberty Media Series C, an estimated $690K position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, up from 17% a quarter earlier, followed by Industrials and Technology.

Against the trend, West Tower Group opened a new position in Generac Holdings worth $1.17M.

  • West Tower Group's largest Q1 2026 buy was Generac Holdings: 6,000 shares worth $1.17M.
  • West Tower Group added most to Lyft in Q1 2026, an estimated $1.45M increase.
  • West Tower Group's biggest Q1 2026 reduction was EXL Service, cutting an estimated $655K.
  • West Tower Group fully exited Liberty Media Series C in Q1 2026, selling an estimated $690K.
  • West Tower Group's ten largest holdings make up 71% of its $32.1M portfolio in Q1 2026.
  • West Tower Group opened 9 new positions and closed 54 in Q1 2026.
  • West Tower Group's portfolio value fell 28% quarter-over-quarter to $32.1M.

Based on West Tower Group's 13F filing for Q1 2026, filed 29 Apr 2026.