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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%

No holdings matched the selected filter criteria.

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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.