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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
-0.62%
1 Year Est. Return
+33.19%
3 Year Est. Return
+71.96%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$44.4M
AUM Growth
+$9.89M
Cap. Flow
+$10.4M
Cap. Flow %
23.46%
Top 10 Hldgs %
45.45%
Holding
97
New
50
Increased
11
Reduced
8
Closed
19

Top Buys

Rank Stock Value
1
PRGO icon
Perrigo
PRGO
+$1.16M
2
CBT icon
Cabot Corp
CBT
+$748K
3
FWONK icon
Liberty Media Series C
FWONK
+$687K
4
GSM icon
FerroAtlántica
GSM
+$578K
5
AMZN icon
Amazon
AMZN
+$458K

Top Sells

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$864K
2
MRVL icon
Marvell Technology
MRVL
+$631K
3
INTC icon
Intel
INTC
+$540K
4
DAKT icon
Daktronics
DAKT
+$450K
5
SPOT icon
Spotify
SPOT
+$349K

Sector Composition

Rank Sector Weight
1 Technology 22.94%
2 Healthcare 17.21%
3 Communication Services 16.8%
4 Industrials 11%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EHAB
1
DELISTED
Enhabit
EHAB
$3.46M 7.79%
375,142
– –
PRGO icon
2
Perrigo
PRGO
$1.54B
$3.38M 7.61%
242,955
+69,714
+40% +$1.16M
PRIM icon
3
Primoris Services
PRIM
$4.77B
$3.25M 7.32%
26,200
-700
-3% -$91.4K
RDDT icon
4
Reddit
RDDT
$35.7B
$1.98M 4.45%
8,600
+1,900
+28% +$400K
WBD icon
5
Warner Bros
WBD
$68.4B
$1.87M 4.22%
65,030
-36,947
-36% -$864K
ROKU icon
6
Roku
ROKU
$21.3B
$1.46M 3.29%
13,450
+2,450
+22% +$249K
OSW icon
7
OneSpaWorld
OSW
$2.7B
$1.27M 2.87%
61,400
– –
EXLS icon
8
EXL Service
EXLS
$4.38B
$1.18M 2.65%
27,700
– –
TYL icon
9
Tyler Technologies
TYL
$13B
$1.17M 2.63%
2,575
+400
+18% +$191K
ARCO icon
10
Arcos Dorados Holdings
ARCO
$1.75B
$1.17M 2.62%
158,736
– –
SIMO icon
11
Silicon Motion
SIMO
$9.24B
$1.14M 2.57%
12,300
– –
J icon
12
Jacobs Solutions
J
$15.6B
$1.06M 2.39%
8,000
+2,300
+40% +$337K
LYFT icon
13
Lyft
LYFT
$6.07B
$872K 1.96%
45,000
-6,000
-12% -$125K
NWSA icon
14
News Corp Class A
NWSA
$15.6B
$848K 1.91%
32,454
– –
CBT icon
15
Cabot Corp
CBT
$4.72B
$745K 1.68%
+11,235
New +$748K
FWONK icon
16
Liberty Media Series C
FWONK
$25B
$690K 1.55%
+7,000
New +$687K
OII icon
17
Oceaneering
OII
$4.22B
$649K 1.46%
27,000
– –
IBM icon
18
IBM
IBM
$206B
$592K 1.33%
2,000
+1,200
+150% +$359K
GSM icon
19
FerroAtlántica
GSM
$626M
$581K 1.31%
+125,285
New +$578K
DURA icon
20
PUT
VanEck Durable High Dividend ETF
DURA
$38.1M
$532K 1.2%
+50
New +$1.68K
DBX icon
21
Dropbox
DBX
$7.1B
$487K 1.1%
17,520
– –
AMZN icon
22
Amazon
AMZN
$2.69T
$462K 1.04%
+2,000
New +$458K
OEC icon
23
Orion
OEC
$376M
$457K 1.03%
86,538
-24,111
-22% -$131K
DFH icon
24
Dream Finders Homes
DFH
$1.51B
$441K 0.99%
25,789
+5,838
+29% +$119K
GDX icon
25
PUT
VanEck Gold Miners ETF
GDX
$21.8B
$414K 0.93%
+50
New +$3.95K
1
2 3 4

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West Tower Group's Q4 2025 Portfolio in Review

As of Q4 2025, West Tower Group held 97 positions worth $44.4M, up 29% from $34.5M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

West Tower Group deployed $10.4M of net new capital in Q4 2025, opening 50 new positions and adding to 11 existing holdings. Its largest new stake was Cabot Corp: 11,235 shares worth $745K.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 30% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Warner Bros, an estimated $864K trimmed.

  • West Tower Group's largest Q4 2025 buy was Cabot Corp: 11,235 shares worth $745K.
  • West Tower Group added most to Perrigo in Q4 2025, an estimated $1.16M increase.
  • West Tower Group's biggest Q4 2025 reduction was Warner Bros, cutting an estimated $864K.
  • West Tower Group fully exited Marvell Technology in Q4 2025, selling an estimated $631K.
  • West Tower Group's ten largest holdings make up 45% of its $44.4M portfolio in Q4 2025.
  • West Tower Group opened 50 new positions and closed 19 in Q4 2025.
  • West Tower Group's portfolio value rose 29% quarter-over-quarter to $44.4M.

Based on West Tower Group's 13F filing for Q4 2025, filed 4 Feb 2026.