Managers / Q1 2026
West Tower Group, LLC
CIK 0001965819 · 1021 E CARY STREET, SUITE 700, RICHMOND, VA, 23219 · 18044208588
Summary
West Tower Group, LLC reported $32M in U.S.-listed holdings across 36 positions for Q1 2026.
Its largest position, EHABUSD, represents 15.9% of the portfolio.
Compared with Q4 2025, the fund opened 9 new positions and exited 54.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 93.4% · $30M
- ADR · 3.8% · $1M
- Other · 2.9% · $919,207
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| GNRCGENERAC HLDGS INC | NEW | +6.0K | 6.0K | +$1M | $1M |
| FIGFIGMA INC | NEW | +21.0K | 21.0K | +$443,940 | $443,940 |
| SYMSYMBOTIC INC | NEW | +7.0K | 7.0K | +$372,400 | $372,400 |
| AMDADVANCED MICRO DEVICES INC | NEW | +1.5K | 1.5K | +$305,145 | $305,145 |
| MWHSOLV ENERGY INC | NEW | +9.0K | 9.0K | +$270,270 | $270,270 |
| ABNBAIRBNB INC | NEW | +2.0K | 2.0K | +$252,560 | $252,560 |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | NEW | +1.2K | 1.2K | +$237,000 | $237,000 |
| ALKTALKAMI TECHNOLOGY INC | NEW | +12.0K | 12.0K | +$188,040 | $188,040 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $32M | 36 | Apr 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $44M | 80 | Feb 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $35M | 50 | Oct 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $46M | 77 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $38M | 61 | May 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $45M | 76 | Feb 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $47M | 116 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $37M | 98 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $33M | 93 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $49M | 492 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $190M | 593 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $140M | 578 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $101M | 56 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $37M | 23 | Feb 15, 2023 | RESTATEMENT | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 5 additional managers.
- FACT Capital, LP028-22940
- Prosight Management, LP028-18450
- Steamboat Capital Partners, LLC028-17274
- GRIZZLYROCK CAPITAL, LLC028-23903
- Half Moon Capital, LLC
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.