WT
| |
West Tower Group, LLC13F | |
| West Tower Group, LLC | |
| Last update 2025-05-09 | 60 Stocks (22 new) |
| Value $38.00 Mil | Turnover 27 % |
West Tower Group, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRGO | Perrigo Co PLC | 118,914 | 3,334.3 | 0% | 8.760 | 0% | 0.090 | +7.63% | +7.08% | 3,706.4 | Drug Manufacturers | |
WBD | Warner Bros. Discovery Inc | 255,745 | 2,744.1 | 0% | 7.210 | 0% | 0.010 | +57.21% | +20.62% | 31,544.5 | Media - Diversified | |
EHAB | Enhabit Inc | 285,142 | 2,506.4 | 0% | 6.590 | 0% | 0.560 | -12.11% | -13.57% | 341.8 | Healthcare Providers & Services | |
OEC | Orion SA | 110,649 | 1,430.7 | 0% | 3.760 | 0% | 0.200 | -10.01% | -32.01% | 601.0 | Chemicals | |
PRIM | Primoris Services Corp | 22,100 | 1,268.8 | +10.50% | 3.330 | +0.32% | 0.040 | +56.92% | +16.10% | 4,778.6 | Construction | |
GAP | Gap Inc | 59,000 | 1,216.0 | +490.00% | 3.200 | +2.66% | 0.020 | +6.31% | -12.57% | 7,532.2 | Retail - Cyclical | |
TYL | Tyler Technologies Inc | 2,075 | 1,206.4 | +1.22% | 3.170 | +0.04% | 0.000 | -1.02% | -2.13% | 24,337.2 | Software | |
ARCO | Arcos Dorados Holdings Inc | 147,454 | 1,188.5 | +88.31% | 3.120 | +1.46% | 0.070 | -1.50% | +1.68% | 1,535.7 | Restaurants | |
DFH | Dream Finders Homes Inc | 46,000 | 1,037.8 | New Holding | 2.730 | +2.73% | 0.050 | +18.57% | +9.50% | 2,383.8 | Homebuilding & Construction | |
OSW | OneSpaWorld Holdings Ltd | 61,400 | 1,030.9 | +9.84% | 2.710 | +0.24% | 0.060 | +27.01% | +8.37% | 2,204.9 | Travel & Leisure |
West Tower Group, LLC's Historical Top Holdings Breakdowns
West Tower Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFH | Dream Finders Homes Inc | 2025-03-31 | New Buy New Buy | +2.73% | 20.96 ($23.38) 26.08 | $25.48 | 8.98% | New holding | 46,000 | 46,000 | |
GAP | Gap Inc | 2025-03-31 | Add Add | +2.66% | 19.32 ($22.48) 24.9 | $20.19 | -10.19% | Add 490% | 59,000 | 49,000 | |
PYPL | PayPal Holdings Inc | 2025-03-31 | Sold Out Sold Out | -2.60% | 65.15 ($77.89) 91.81 | $74.17 | -4.78% | Sold Out | 0 | -13,730 | |
HPE | Hewlett Packard Enterprise Co | 2025-03-31 | Sold Out Sold Out | -2.05% | 14.77 ($19.91) 24.42 | $21.11 | 6.03% | Sold Out | 0 | -43,400 | |
ARCO | Arcos Dorados Holdings Inc | 2025-03-31 | Add Add | +1.46% | 7.15 ($7.88) 8.48 | $7.29 | -7.49% | Add 88.31% | 147,454 | 69,150 | |
AAPL | Apple Inc | 2025-03-31 | Sold Out Sold Out | -1.39% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Sold Out | 0 | -2,500 | |
EA | Electronic Arts Inc | 2025-03-31 | Sold Out Sold Out | -1.30% | 116.53 ($135.03) 146.29 | $150.11 | 11.17% | Sold Out | 0 | -4,000 | |
NFLX | Netflix Inc | 2025-03-31 | New Buy New Buy | +1.23% | 828.4 ($951.01) 1058.6 | $1,209.24 | 27.15% | New holding | 500 | 500 | |
M | Macy's Inc | 2025-03-31 | Reduce Reduce | -1.13% | 12.56 ($14.51) 16.82 | $11.95 | -17.64% | Reduce -40.95% | 43,485 | -30,160 | |
HAL | Halliburton Co | 2025-03-31 | New Buy New Buy | +1.13% | 24.15 ($26.29) 29.9 | $21.22 | -19.28% | New holding | 17,000 | 17,000 |
West Tower Group, LLC Total Holding History ($B)
West Tower Group, LLC's Asset Allocation
West Tower Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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West Tower Group, LLC's Hypothetical Growth since 2025-03-31
West Tower Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
West Tower Group, LLC's Holdings Heat Map
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West Tower Group, LLC's Holdings Bubble Chart
West Tower Group, LLC News
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