West Tower Group, LLC
West Tower Group, LLC is an SEC-registered investment adviser and institutional asset manager headquartered in Richmond, Virginia, United States. The firm is incorporated in Delaware and manages investment portfolios, primarily serving institutional clients. As of June 2025, West Tower Group, LLC has around 10 employees focused on investment research, portfolio management, and client solutions. Founded in 2022, the firm specializes in actively managed strategies across equities and other asset classes.
Investment Strategy
West Tower Group, LLC employs a diversified and actively managed approach, focusing on value and opportunistic investments across US equities and exchange-traded funds. The firm's strategy is rooted in fundamental analysis, seeking capital appreciation through disciplined security selection and risk management. Their portfolios span a wide range of sectors and issuers, adapting holdings based on market conditions and client objectives, with particular attention to liquidity, portfolio balance, and long-term growth targets.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PRGO | PERRIGO CO PLC | 11.18% | $3.9M | 173,241 | $25.29 | $22.27 | +$680.7K |
P PRIM | PRIMORIS SVCS CORP | 10.70% | $3.7M | 26,900 | $78.06 | $137.33 | +$1.7M |
E EHAB | ENHABIT INC | 8.71% | $3.0M | 375,142 | $9.14 | $8.01 | +$256.1K |
W WBD | WARNER BROS DISCOVERY INC | 5.77% | $2.0M | 101,977 | $9.84 | $19.53 | -$1.2M |
R RDDT | REDDIT INC | 4.46% | $1.5M | 6,700 | $174.28 | $229.99 | +$833.3K |