West Tower Group, LLC
Top Portfolio Positions
32 positions ·
$32,037,753 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EHAB |
Enhabit, Inc.
Healthcare
|
361,009 | $5,086,616 | 15.88% | |
| PRGO |
PERRIGO Co plc
Healthcare
|
352,522 | $3,786,086 | 11.82% | |
| PRIM |
Primoris Services Corp
Industrials
|
26,372 | $3,772,250 | 11.77% | |
| NWSA |
News Corp
Communication Services
|
86,359 | $2,152,929 | 6.72% | |
| LYFT |
Lyft, Inc.
Technology
|
138,432 | $1,841,145 | 5.75% | |
| OSW |
ONESPAWORLD HOLDINGS Ltd
Consumer Cyclical
|
63,867 | $1,465,747 | 4.58% | |
| ROKU |
Roku, Inc
Communication Services
|
12,950 | $1,225,329 | 3.82% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
6,000 | $1,171,980 | 3.66% | |
| RDDT |
Reddit, Inc.
Communication Services
|
8,700 | $1,171,455 | 3.66% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
41,915 | $1,150,985 | 3.59% |
Portfolio Trend
14 quarters · across all stocks
Holdings in ARCO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $906,336 | 109,859 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,165,122 | 158,736 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,071,468 | 158,736 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,546,440 | 196,000 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,188,479 | 147,454 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $570,053 | 78,304 | Shares | Sole | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||