West Tower Group, LLC

Q1 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$32,051
Net value change ($000)
-12,361 (-27.8%)
New positions
8
Sold out positions
52
Turnover %
57.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EHAB 1,628 47.1%
NWSA 1,305 153.9%
GNRC 1,172 NEW
LYFT 969 111.1%
PRIM 520 16.0%
FIG 444 NEW
PRGO 404 11.9%
SYM 372 NEW
AAPL 353 86.5%
AMD 305 NEW
Top Reduces (Value $000, Stocks/ETFs)
EXLS -911 -77.5%
TYL -818 -70.0%
RDDT -806 -40.8%
WBD -723 -38.6%
FWONA -690 -100.0%
OII -649 -100.0%
DBX -487 -100.0%
OEC -457 -100.0%
DFH -441 -100.0%
TWLO -356 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 13 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type