West Tower Group
West Tower Group reported 31 stocks worth $27M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are PRGO (19.3%), LYFT (7.5%) and PRIM (7.1%). Compared with Q2 2026, the fund opened new positions in MYRG, URA and JANX, added to GNRC, SIMO and VIXY, trimmed LYFT, PRIM and OSW and sold out of CBT, ARCO and LRCX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PRGO Perrigo Co PLC | $5.2M | 19.3% | 353K | No change | 8 of 8 | |
| 2 |  LYFT Lyft Inc | $2M | 7.5% | 134K | −50K (−27%) | 8 of 8 | |
| 3 |  PRIM Primoris Svcs Corp | $1.9M | 7.1% | 26K | −200 (−1%) | 8 of 8 | |
| 4 |  ROKU Roku Inc Class A | $1.7M | 6.2% | 11K | No change | 7 of 8 | |
| 5 |  GNRC Generac Hldgs Inc | $1.4M | 5.3% | 6,963 | +2,863 (+70%) | 3 of 8 | |
| 6 |  STTK Shattuck Labs Inc | $1.3M | 4.8% | 192K | No change | 2 of 8 | |
| 7 |  OSW Onespaworld Holdings Limited | $1.3M | 4.7% | 57K | −7,367 (−12%) | 8 of 8 | |
| 8 |  SIMO Silicon Motion Technology Co | $1.2M | 4.4% | 4,227 | +427 (+11%) | 6 of 8 | |
| 9 |  RDDT Reddit Inc | $1.2M | 4.3% | 8,200 | No change | 7 of 8 | |
| 10 |  NWSA News Corp New | $1.1M | 4.1% | 39K | −30K (−43%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
WARNER BROS DISCOVERY IN | $1.1M | 42K |
 CBT Cabot Corp | $970K | 11K |
 ARCO Arcos Dorados Holdings Inc Shs Class -a - | $885K | 110K |
 LRCX Lam Research Corp | $477K | 1,100 |
 CSCO Cisco Sys Inc | $470K | 4,000 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →West Tower Group 13F FAQ
What does West Tower Group own?
West Tower Group reported 31 stocks worth $27M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are PRGO (19.3%), LYFT (7.5%) and PRIM (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did West Tower Group buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 7 added to, 13 trimmed and 20 sold out. New positions include MYRG, URA and JANX. It sold all of CBT, ARCO and LRCX.
When will West Tower Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is West Tower Group's portfolio worth?
The Q3 2026 filing reports $27M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.