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.
Latest 13F Filing Activity
West Tower Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 47 equity positions with a total 13F market value of $35M. The fund increased holdings in Primoris SVCS Corp., Reddit Inc., Intel Corp. among other positions. West Tower Group, LLC reduced exposure to Ishares TR, Warner Bros Discovery Inc., Meta Platforms Inc. among others.
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 |