West Tower Group, LLC

Registered adviser

CIK

1965819

Location

RICHMOND, VA

Portfolio Value

Micro $26,980,553

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

#8,666 / 8,827 ▼ 13 · as of Jun 2026

Top Industry

Drug Manufacturers - Specialty & Generic 20.8%

Period ended 38 days ago

Filed Oct 14, 2026 · 24d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 323520

Roster of Nov 1, 2026

Regulatory AUM

$146,204,838

Main clients

Pooled investment vehicles (100% of AUM)

Private funds

2 funds · Hedge funds

Focus by fund count, roster of Nov 1, 2026

$146,204,837 gross assets

Private funds on Schedule D 7.B.(1)

As filed Jul 16, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$384,172,036 gross assets in 4 funds Hedge funds $384,172,036 (4)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Oct 2026 to Nov 2026	$146,204,838	Pooled investment vehicles (100%)
Apr 2026 to Sep 2026	$142,029,046	Pooled investment vehicles (100%)
Apr 2025 to Mar 2026	$173,564,009	Pooled investment vehicles (100%)
Apr 2024 to Mar 2025	$384,172,036	Pooled investment vehicles (100%)
Jul 2023 to Mar 2024	$454,046,352	Pooled investment vehicles (100%)
May 2023 to Jun 2023	$577,972,951	Pooled investment vehicles (100%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 54.4%, 23.9 effective positions, active share 90.2% against the Nasdaq-100 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

91.3% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 6.2 quarters (4 to under 12)

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 90.2%; sector active share 29.0% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

19.3%

+9.0 pts

Top 5

45.4%

+10.5 pts

Top 10

67.8%

+13.3 pts

HHI

705

Diversified+286

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	25.6%	$6,907,546	3
Technology	20.1%	$5,424,379	10
Industrials	19.7%	$5,328,170	7
Communication Services	15.6%	$4,221,383	4
Unclassified	7.2%	$1,952,883	3
Consumer Cyclical	7.1%	$1,913,285	2
Utilities	2.5%	$672,560	1
Basic Materials	2.1%	$560,347	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
VIXY		+25,000	50,000	$847,000
GSM	Ferroglobe PLC	+15,683	140,968	$560,347
MWH	SOLV Energy, Inc.	+5,000	28,000	$672,560
GNRC	Generac Holdings Inc.	+2,863	6,963	$1,440,992
ABNB	Airbnb, Inc.	+1,500	4,000	$642,600
ROAD	Construction Partners, Inc.	+700	4,900	$441,147
SIMO	Silicon Motion Technology CORP	+427	4,227	$1,183,560
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
LYFT	Lyft, Inc.	−49,679	134,250	$2,015,092
NWSA	News Corp	−29,519	38,766	$1,110,645
FISV	Fiserv Inc	−13,644	15,657	$707,383
OSW	ONESPAWORLD HOLDINGS Ltd	−7,367	56,500	$1,270,685
J	Jacobs Solutions Inc.	−2,932	3,268	$442,062
ADI	Analog Devices Inc	−800	1,200	$476,052
INTC	Intel Corp	−700	1,800	$216,414
GOOGL	Alphabet Inc.	−700	800	$275,264
SNOW	Snowflake Inc.	−400	600	$203,736
TYL	Tyler Technologies Inc	−300	725	$230,985
SMTC	Semtech Corp	−200	1,300	$231,855
PRIM	Primoris Services Corp	−200	25,772	$1,920,529
AGX	Argan Inc	−50	800	$302,360
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
MYRG	Myr Group Inc.	2,000	$584,920
URA	Global X Uranium ETF	10,000	$398,500
JANX	Janux Therapeutics, Inc.	23,000	$397,440
QCOM	Qualcomm Inc	2,000	$368,080
NOW	ServiceNow, Inc.	2,000	$268,020
EROC	ERock, Inc.	16,000	$196,160
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
—		41,915	$1,117,453
CBT	Cabot Corp	10,681	$970,048
ARCO	Arcos Dorados Holdings Inc.	109,859	$885,463
LRCX	Lam Research Corp	1,100	$476,663
CSCO	Cisco Systems, Inc.	4,000	$469,840
STM	STMicroelectronics N.V.	6,000	$449,340
TTWO	Take Two Interactive Software Inc	1,600	$399,968
NXPI	NXP Semiconductors N.V.	1,300	$365,339
FROG	JFrog Ltd	4,000	$363,520
PTON	Peloton Interactive, Inc.	60,000	$354,600
TWLO	Twilio Inc	1,500	$309,495
MRVL	Marvell Technology, Inc.	1,000	$297,890
SYM	Symbotic Inc.	6,500	$292,175
GLW	Corning Inc	1,000	$255,430
AMZN	Amazon Com Inc	1,000	$238,340
HUT	Hut 8 Corp.	2,000	$230,890
MOD	Modine Manufacturing Co	800	$213,616
REAL	TheRealReal, Inc.	17,273	$203,648
AAPL	Apple Inc.	700	$202,552
ALKT	Alkami Technology, Inc.	10,000	$181,200
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 tracked positions · $26,980,553 total · filing declares 34 positions · $26,980,557 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical 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	$5,203,224	+42.1%	19.29%
LYFT	Lyft, Inc. Technology	Reduced	134,250	-49,679	$2,015,092	−25.0%	7.47%
PRIM	Primoris Services Corp Industrials	Reduced	25,772	-200	$1,920,529	−25.4%	7.12%
ROKU	Roku, Inc Communication Services	Held	10,950	0	$1,667,466	+10.2%	6.18%
GNRC	Generac Holdings Inc. Industrials	Added	6,963	+2,863	$1,440,992	+20.0%	5.34%
STTK	Shattuck Labs, Inc. Healthcare	Held	191,625	0	$1,306,882	−1.7%	4.84%
OSW	ONESPAWORLD HOLDINGS Ltd Consumer Cyclical	Reduced	56,500	-7,367	$1,270,685	−29.5%	4.71%
SIMO	Silicon Motion Technology CORP Technology	Added	4,227	+427	$1,183,560	−6.6%	4.39%
RDDT	Reddit, Inc. Communication Services	Held	8,200	0	$1,168,008	−17.9%	4.33%
NWSA	News Corp Communication Services	Reduced	38,766	-29,519	$1,110,645	−34.5%	4.12%
VIXY		Added	50,000	+25,000	$847,000	+59.1%	3.14%
FISV	Fiserv Inc	Reduced	15,657	-13,644	$707,383	−50.8%	2.62%
MWH	SOLV Energy, Inc. Utilities	Added	28,000	+5,000	$672,560	−14.1%	2.49%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	4,000	+1,500	$642,600	+79.6%	2.38%
MYRG	Myr Group Inc. Industrials	NEW	2,000	NEW	$584,920	NEW	2.17%
GSM	Ferroglobe PLC Basic Materials	Added	140,968	+15,683	$560,347	+40.6%	2.08%
ADI	Analog Devices Inc Technology	Reduced	1,200	-800	$476,052	−40.1%	1.76%
J	Jacobs Solutions Inc. Industrials	Reduced	3,268	-2,932	$442,062	−43.4%	1.64%
ROAD	Construction Partners, Inc. Industrials	Added	4,900	+700	$441,147	−11.6%	1.64%
URA	Global X Uranium ETF	NEW	10,000	NEW	$398,500	NEW	1.48%
JANX	Janux Therapeutics, Inc. Healthcare	NEW	23,000	NEW	$397,440	NEW	1.47%
QCOM	Qualcomm Inc Technology	NEW	2,000	NEW	$368,080	NEW	1.36%
AGX	Argan Inc Industrials	Reduced	800	-50	$302,360	−55.5%	1.12%
GOOGL	Alphabet Inc. Communication Services	Reduced	800	-700	$275,264	−48.7%	1.02%
NOW	ServiceNow, Inc. Technology	NEW	2,000	NEW	$268,020	NEW	0.99%
SMTC	Semtech Corp Technology	Reduced	1,300	-200	$231,855	−4.5%	0.86%
TYL	Tyler Technologies Inc Technology	Reduced	725	-300	$230,985	−22.9%	0.86%
STX	Seagate Technology Holdings plc Technology	Held	250	0	$230,585	−4.4%	0.85%
INTC	Intel Corp Technology	Reduced	1,800	-700	$216,414	−38.0%	0.80%
SNOW	Snowflake Inc. Technology	Reduced	600	-400	$203,736	−19.9%	0.76%
EROC	ERock, Inc. Industrials	NEW	16,000	NEW	$196,160	NEW	0.73%

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.