West Tower Group, LLC

CIK

1965819

Location

RICHMOND, VA

Portfolio Value

Micro $35,086,967

Diversification

Diversified

Reports for

Half Moon Capital, LLC

Files via

FACT Capital, LP Prosight Management, LP Steamboat Capital Partners, LLC GRIZZLYROCK CAPITAL, LLC

Filing Date

Global Rank

#7,591 / 8,700 ▲ 1017

Top Industry

Engineering & Construction 13.5%

Period ended 2 months ago

Filed Jul 31, 2026 · 44d

15 quarters · since Dec 2022

Portfolio Concentration

44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.4%

−3.6 pts

Top 5

35.4%

−12.9 pts

Top 10

55.3%

−14.8 pts

HHI

430

Diversified−257

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.1%	$9,506,836	18
Communication Services	19.1%	$6,684,981	6
Industrials	17.2%	$6,025,841	6
Healthcare	14.2%	$4,992,580	2
Consumer Cyclical	11.6%	$4,057,021	7
Unclassified	4.1%	$1,437,214	1
Basic Materials	3.9%	$1,368,454	2
Utilities	2.2%	$783,150	1
Financial Services	0.7%	$230,890	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
LYFT	Lyft, Inc.	+45,497	183,929	$2,687,202
PTON	Peloton Interactive, Inc.	+20,000	60,000	$354,600
MWH	SOLV Energy, Inc.	+14,000	23,000	$783,150
CBT	Cabot Corp	+4,820	10,681	$970,048
ABNB	Airbnb, Inc.	+500	2,500	$357,750
TTWO	Take Two Interactive Software Inc	+400	1,600	$399,968
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
NWSA	News Corp	−18,074	68,285	$1,695,516
INTC	Intel Corp	−7,500	2,500	$349,075
SIMO	Silicon Motion Technology CORP	−5,153	3,800	$1,266,654
J	Jacobs Solutions Inc.	−2,800	6,200	$781,200
AAPL	Apple Inc.	−2,300	700	$202,552
ALKT	Alkami Technology, Inc.	−2,000	10,000	$181,200
ROKU	Roku, Inc	−2,000	10,950	$1,512,633
GNRC	Generac Holdings Inc.	−1,900	4,100	$1,200,521
AMZN	Amazon Com Inc	−500	1,000	$238,340
SYM	Symbotic Inc.	−500	6,500	$292,175
RDDT	Reddit, Inc.	−500	8,200	$1,423,356
PRIM	Primoris Services Corp	−400	25,972	$2,574,344
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
FISV	Fiserv Inc	29,301	$1,437,214
STTK	Shattuck Labs, Inc.	191,625	$1,329,877
ADI	Analog Devices Inc	2,000	$794,340
AGX	Argan Inc	850	$678,767
GOOGL	Alphabet Inc.	1,500	$536,055
ROAD	Construction Partners, Inc.	4,200	$498,834
LRCX	Lam Research Corp	1,100	$476,663
CSCO	Cisco Systems, Inc.	4,000	$469,840
STM	STMicroelectronics N.V.	6,000	$449,340
NXPI	NXP Semiconductors N.V.	1,300	$365,339
FROG	JFrog Ltd	4,000	$363,520
TWLO	Twilio Inc	1,500	$309,495
MRVL	Marvell Technology, Inc.	1,000	$297,890
GLW	Corning Inc /Ny	1,000	$255,430
SNOW	Snowflake Inc.	1,000	$254,500
SMTC	Semtech Corp	1,500	$242,775
STX	Seagate Technology Holdings plc	250	$241,250
HUT	Hut 8 Corp.	2,000	$230,890
MOD	Modine Manufacturing Co	800	$213,616
REAL	TheRealReal, Inc.	17,273	$203,648
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
FIG	Figma, Inc.	21,000	$443,940
AMD	Advanced Micro Devices Inc	1,500	$305,145
EXLS	ExlService Holdings, Inc.	8,700	$264,915
IBM	International Business Machines Corp	1,000	$242,390
CRM	Salesforce, Inc.	1,200	$224,004
NOK	Nokia Corp	25,000	$201,000
ZETA	Zeta Global Holdings Corp.	10,000	$159,200
—		361,009	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 tracked positions · $35,086,967 total · filing declares 47 positions · $35,619,227 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PRGO	PERRIGO Co plc Healthcare	Held	352,522	0	$3,662,703	−3.3%	10.44%
LYFT	Lyft, Inc. Technology	Added	183,929	+45,497	$2,687,202	+46.0%	7.66%
PRIM	Primoris Services Corp Industrials	Reduced	25,972	-400	$2,574,344	−31.8%	7.34%
OSW	ONESPAWORLD HOLDINGS Ltd Consumer Cyclical	Held	63,867	0	$1,803,604	+23.1%	5.14%
NWSA	News Corp Communication Services	Reduced	68,285	-18,074	$1,695,516	−21.2%	4.83%
ROKU	Roku, Inc Communication Services	Reduced	10,950	-2,000	$1,512,633	+23.4%	4.31%
FISV	Fiserv Inc	NEW	29,301	NEW	$1,437,214	NEW	4.10%
RDDT	Reddit, Inc. Communication Services	Reduced	8,200	-500	$1,423,356	+21.5%	4.06%
STTK	Shattuck Labs, Inc. Healthcare	NEW	191,625	NEW	$1,329,877	NEW	3.79%
SIMO	Silicon Motion Technology CORP Technology	Reduced	3,800	-5,153	$1,266,654	+26.0%	3.61%
GNRC	Generac Holdings Inc. Industrials	Reduced	4,100	-1,900	$1,200,521	+2.4%	3.42%
WBD	Warner Bros. Discovery, Inc. Communication Services	Held	41,915	0	$1,117,453	−2.9%	3.18%
CBT	Cabot Corp Basic Materials	Added	10,681	+4,820	$970,048	+119.8%	2.76%
ARCO	Arcos Dorados Holdings Inc. Consumer Cyclical	Held	109,859	0	$885,463	−2.3%	2.52%
ADI	Analog Devices Inc Technology	NEW	2,000	NEW	$794,340	NEW	2.26%
MWH	SOLV Energy, Inc. Utilities	Added	23,000	+14,000	$783,150	+189.8%	2.23%
J	Jacobs Solutions Inc. Industrials	Reduced	6,200	-2,800	$781,200	−31.8%	2.23%
AGX	Argan Inc Industrials	NEW	850	NEW	$678,767	NEW	1.93%
GOOGL	Alphabet Inc. Communication Services	NEW	1,500	NEW	$536,055	NEW	1.53%
ROAD	Construction Partners, Inc. Industrials	NEW	4,200	NEW	$498,834	NEW	1.42%
LRCX	Lam Research Corp Technology	NEW	1,100	NEW	$476,663	NEW	1.36%
CSCO	Cisco Systems, Inc. Technology	NEW	4,000	NEW	$469,840	NEW	1.34%
STM	STMicroelectronics N.V. Technology	NEW	6,000	NEW	$449,340	NEW	1.28%
TTWO	Take Two Interactive Software Inc Communication Services	Added	1,600	+400	$399,968	+68.8%	1.14%
GSM	Ferroglobe PLC Basic Materials	Held	125,285	0	$398,406	−22.8%	1.14%
NXPI	NXP Semiconductors N.V. Technology	NEW	1,300	NEW	$365,339	NEW	1.04%
FROG	JFrog Ltd Technology	NEW	4,000	NEW	$363,520	NEW	1.04%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	2,500	+500	$357,750	+41.6%	1.02%
PTON	Peloton Interactive, Inc. Consumer Cyclical	Added	60,000	+20,000	$354,600	+106.6%	1.01%
INTC	Intel Corp Technology	Reduced	2,500	-7,500	$349,075	−20.9%	0.99%
TWLO	Twilio Inc Technology	NEW	1,500	NEW	$309,495	NEW	0.88%
TYL	Tyler Technologies Inc Technology	Held	1,025	0	$299,771	−14.6%	0.85%
MRVL	Marvell Technology, Inc. Technology	NEW	1,000	NEW	$297,890	NEW	0.85%
SYM	Symbotic Inc. Industrials	Reduced	6,500	-500	$292,175	−21.5%	0.83%
GLW	Corning Inc /Ny Technology	NEW	1,000	NEW	$255,430	NEW	0.73%
SNOW	Snowflake Inc. Technology	NEW	1,000	NEW	$254,500	NEW	0.73%
SMTC	Semtech Corp Technology	NEW	1,500	NEW	$242,775	NEW	0.69%
STX	Seagate Technology Holdings plc Technology	NEW	250	NEW	$241,250	NEW	0.69%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,000	-500	$238,340	−23.7%	0.68%
HUT	Hut 8 Corp. Financial Services	NEW	2,000	NEW	$230,890	NEW	0.66%
MOD	Modine Manufacturing Co Consumer Cyclical	NEW	800	NEW	$213,616	NEW	0.61%
REAL	TheRealReal, Inc. Consumer Cyclical	NEW	17,273	NEW	$203,648	NEW	0.58%
AAPL	Apple Inc. Technology	Reduced	700	-2,300	$202,552	−73.4%	0.58%
ALKT	Alkami Technology, Inc. Technology	Reduced	10,000	-2,000	$181,200	−3.6%	0.52%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.