account_balance
Investment manager · 13F filer · SEC CIK 1965819
West Tower Group, LLC
Reported value$27Mas of Sep 30, 2026
Positions31 6 new, 20 sold out
Top 10 weight67.8%PRGO alone is 19%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PRGOPerrigo Co PLC
19.3%
LYFTLyft, Inc.
7.5%Trimmed −27%
PRIMPrimoris Services Corp
7.1%
ROKURoku, Inc
6.2%
GNRCGenerac Holdings Inc.
5.3%Added +70%
STTKShattuck Labs, Inc.
4.8%
OSWOnespaworld Holdings Ltd
4.7%Trimmed −12%
SIMOSilicon Motion Technology CORP
4.4%Added +11%
RDDTReddit, Inc.
4.3%
NWSANews Corp
4.1%Trimmed −43%
VIXYProShares Trust II
3.1%Added +100%
FISVFiserv Inc
2.6%Trimmed −47%
PRGOPerrigo Co PLC
19.3%
LYFTLyft, Inc.
7.5%
PRIMPrimoris Services Corp
7.1%
ROKURoku, Inc
6.2%
GNRCGenerac Holdings Inc.
5.3%+70%
STTKShattuck Labs, Inc.
4.8%
OSWOnespaworld Holdings Ltd
4.7%
SIMOSilicon Motion Technology CORP
4.4%
RDDT4.3%NWSA4.1%VIXY3.1%FISVBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PRGO Perrigo Co PLC 19.3% HeldLYFT Lyft, Inc. 7.5% Trimmed −27%PRIM Primoris Services Corp 7.1% HeldROKU Roku, Inc 6.2% HeldGNRC Generac Holdings Inc. 5.3% Added +70%STTK Shattuck Labs, Inc. 4.8% HeldOSW Onespaworld Holdings Ltd 4.7% Trimmed −12%SIMO Silicon Motion Technology CORP 4.4% Added +11%RDDT Reddit, Inc. 4.3% HeldNWSA News Corp 4.1% Trimmed −43%VIXY ProShares Trust II 3.1% Added +100%FISV Fiserv Inc 2.6% Trimmed −47%
What changed
Biggest moves since Jun 30, 2026
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