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West Tower Group Portfolio holdings
AUM
$27M
Turnover
50.98%
1-Year Est. Return
33.41%
This Fund
S&P 500
This Quarter Est. Return
+1.7%
1 Year Est. Return
+33.41%
3 Year Est. Return
+120.21%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$27M
AUM Growth
-$8.64M
(-24%)
Cap. Flow
-$8.15M
Cap. Flow % of AUM
Cap. Flow %
-30.19%
Top 10 Holdings %
Top 10 Hldgs %
67.78%
Holding
51
New
6
Increased
7
Reduced
13
Closed
20
Avg Time Held
1
year
Top 10 Avg Time Held
1
year
Top 20 Avg Time Held
0.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
MYR Group
MYRG
|
+$672K |
| 2 |
Generac Holdings
GNRC
|
+$595K |
| 3 |
ProShares VIX Short-Term Futures ETF
VIXY
|
+$475K |
| 4 |
Global X Uranium ETF
URA
|
+$429K |
| 5 |
Janux Therapeutics
JANX
|
+$386K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Warner Bros
WBD
|
+$1.12M |
| 2 |
Cabot Corp
CBT
|
+$970K |
| 3 |
Arcos Dorados Holdings
ARCO
|
+$885K |
| 4 |
News Corp Class A
NWSA
|
+$852K |
| 5 |
Lyft
LYFT
|
+$796K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 25.6% |
| 2 | Technology | 22.73% |
| 3 | Industrials | 19.75% |
| 4 | Communication Services | 15.65% |
| 5 | Consumer Discretionary | 7.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
51
DELISTED
Warner Bros
WBD
| – | – |
-41,915
| Closed | -$1.12M | – |
|
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SCA
West Tower Group's Q3 2026 Portfolio in Review
As of Q3 2026, West Tower Group held 51 positions worth $27M, down 24% from $35.6M the previous quarter. Its ten largest holdings account for 68% of the portfolio.
West Tower Group withdrew a net $8.15M in Q3 2026, closing 20 positions and reducing 13 holdings. Its most notable exit was Warner Bros, an estimated $1.12M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 26% of assets, up from 14% a quarter earlier, followed by Technology and Industrials.
Against the trend, West Tower Group opened a new position in MYR Group worth $585K.
- West Tower Group's largest Q3 2026 buy was MYR Group: 2,000 shares worth $585K.
- West Tower Group added most to Generac Holdings in Q3 2026, an estimated $595K increase.
- West Tower Group's biggest Q3 2026 reduction was News Corp Class A, cutting an estimated $852K.
- West Tower Group fully exited Warner Bros in Q3 2026, selling an estimated $1.12M.
- West Tower Group's ten largest holdings make up 68% of its $27M portfolio in Q3 2026.
- West Tower Group opened 6 new positions and closed 20 in Q3 2026.
- West Tower Group's portfolio value fell 24% quarter-over-quarter to $27M.
Based on West Tower Group's 13F filing for Q3 2026, filed 14 Oct 2026.