West Tower Group, LLC
13F filer · CIK 1965819 · Richmond, VA
Summary
West Tower Group, LLC reported $35.62M across 45 positions in its 13F for 2026 Q2, filed Jul 31, 2026. The largest holdings are PRGO (10.3%), LYFT (7.5%), PRIM (7.2%). Versus 2026 Q1, leaving options aside, it opened 21 new positions, added to 6, trimmed 12 and sold out of 8.
Reported value$35.62M
Positions45
Report period2026 Q2
FiledJul 31, 2026
New positions21
Added6
Trimmed12
Sold out8
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 10.3%Value $3.66MPrice $15.00Shares 353KSince Jun 30 +44.37%
Weight 7.5%Value $2.69MPrice $15.07Shares 184K +32.87%Since Jun 30 +3.15%
Weight 7.2%Value $2.57MPrice $74.28Shares 26K -1.52%Since Jun 30 -25.06%
Weight 5.1%Value $1.80MPrice $23.15Shares 64KSince Jun 30 -18.02%
Weight 4.8%Value $1.70MPrice $28.52Shares 68K -20.93%Since Jun 30 +14.86%
Weight 4.2%Value $1.51MPrice $152.14Shares 11K -15.44%Since Jun 30 +10.13%
Weight 4.0%Value $1.44MPrice $45.36Shares 29KSince Jun 30 -7.52%
Weight 4.0%Value $1.42MPrice $145.36Shares 8,200 -5.75%Since Jun 30 -16.26%
Weight 3.7%Value $1.33MPrice $6.54Shares 192KSince Jun 30 -5.76%
Weight 3.6%Value $1.27MPrice $276.16Shares 3,800 -57.56%Since Jun 30 -17.15%
Weight 3.4%Value $1.20MPrice $212.22Shares 4,100 -31.67%Since Jun 30 -27.52%
Weight 3.1%Value $1.12MPrice $30.85Shares 42KSince Jun 30 +15.72%
Weight 2.7%Value $970.0KPrice $77.76Shares 11K +82.24%Since Jun 30 -14.38%
Weight 2.5%Value $885.5KPrice $7.12Shares 110KSince Jun 30 -11.66%
Weight 2.2%Value $794.3KPrice $398.22Shares 2,000Since Jun 30 +0.26%
Weight 2.2%Value $783.1KPrice $24.23Shares 23K +155.56%Since Jun 30 -28.84%
Weight 2.2%Value $781.2KPrice $136.48Shares 6,200 -31.11%Since Jun 30 +8.32%
Weight 1.9%Value $678.8KPrice $378.39Shares 850Since Jun 30 -52.62%
Weight 1.5%Value $536.1KPrice $340.92Shares 1,500Since Jun 30 -4.60%
Weight 1.5%Value $532.3KPrice $16.68Shares 25KSince Jun 30 -21.65%
Weight 1.4%Value $498.8KPrice $91.90Shares 4,200Since Jun 30 -22.62%
Weight 1.3%Value $476.7KPrice $323.86Shares 1,100Since Jun 30 -25.26%
Weight 1.3%Value $469.8KPrice $106.94Shares 4,000Since Jun 30 -8.96%
Weight 1.3%Value $449.3KPrice $53.24Shares 6,000Since Jun 30 -28.91%
Weight 1.1%Value $400.0KPrice $202.78Shares 1,600 +33.33%Since Jun 30 -18.88%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 10.3% | $3.66M | +44.37% | — | Hold | |
| 7.5% | $2.69M | +3.15% | +32.87% | Add | |
| 7.2% | $2.57M | -25.06% | -1.52% | Trim | |
| 5.1% | $1.80M | -18.02% | — | Hold | |
| 4.8% | $1.70M | +14.86% | -20.93% | Trim | |
| 4.2% | $1.51M | +10.13% | -15.44% | Trim | |
| 4.0% | $1.44M | -7.52% | — | New | |
| 4.0% | $1.42M | -16.26% | -5.75% | Trim | |
| 3.7% | $1.33M | -5.76% | — | New | |
| 3.6% | $1.27M | -17.15% | -57.56% | Trim | |
| 3.4% | $1.20M | -27.52% | -31.67% | Trim | |
| 3.1% | $1.12M | +15.72% | — | Hold | |
| 2.7% | $970.0K | -14.38% | +82.24% | Add | |
| 2.5% | $885.5K | -11.66% | — | Hold | |
| 2.2% | $794.3K | +0.26% | — | New | |
| 2.2% | $783.1K | -28.84% | +155.56% | Add | |
| 2.2% | $781.2K | +8.32% | -31.11% | Trim | |
| 1.9% | $678.8K | -52.62% | — | New | |
| 1.5% | $536.1K | -4.60% | — | New | |
| 1.5% | $532.3K | -21.65% | — | New | |
| 1.4% | $498.8K | -22.62% | — | New | |
| 1.3% | $476.7K | -25.26% | — | New | |
| 1.3% | $469.8K | -8.96% | — | New | |
| 1.3% | $449.3K | -28.91% | — | New | |
| 1.1% | $400.0K | -18.88% | +33.33% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.