West Tower Group, LLC Portfolio Holdings

West Tower Group, LLC

  • $45.1 Billion
  • Q4 2024

West Tower Group, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $45.1 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Perrigo CO PLC with a value of $3.06B, Warner Bros. Discovery, Inc. with a value of $2.7B, Enhabit, Inc. with a value of $2.23B, Orion Engineered Carbons S.A. with a value of $1.75B, and Primoris Services Corp with a value of $1.53B.

Examining the 13F form we can see an decrease of $1.72B in the current position value, from $46.8B to 45.1B.

West Tower Group, LLC is based out at Richmond, VA

Below you can find more details about West Tower Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $45.1 Billion
Technology: $11.1 Billion
Healthcare: $6.98 Billion
Communication Services: $6.05 Billion
Consumer Cyclical: $4.41 Billion
Industrials: $3.7 Billion
Consumer Defensive: $3.05 Billion
Basic Materials: $2.92 Billion
Utilities: $2.16 Billion
Other: $3.01 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26B
$3.06 Billion 6.78% of portfolio
118,914
Q4 2024 Added 16.59%
$23.9B
$2.7 Billion 5.99% of portfolio
255,745
Q4 2024 Reduced 26.0%
$413M
$2.23 Billion 4.94% of portfolio
285,142
Q3 2024 Added 108.78%
$862M
$1.75 Billion 3.87% of portfolio
110,649
Q4 2024 Reduced 3.11%
$4.12B
$1.53 Billion 3.39% of portfolio
20,000
Q4 2024 New
$3.98B
$1.25 Billion 2.76% of portfolio
73,645
Q4 2024 Added 56.74%
$25.4B
$1.18 Billion 2.62% of portfolio
2,050
Q3 2024 Reduced 8.89%
$88.2B
$1.17 Billion 2.6% of portfolio
13,730
Q4 2024 Reduced 19.44%
$1.71B
$1.11 Billion 2.47% of portfolio
55,900
Q4 2024 Reduced 42.38%
$1.69B
$1.09 Billion 2.41% of portfolio
24,500
Q4 2024 Reduced 20.97%
$1.62T
$1.05 Billion 2.34% of portfolio
1,800
Q4 2024 Added 125.0%
Jacobs Solutions Inc
-
$935 Million 2.07% of portfolio
-
Q4 2024 Added 133.33%
$27.3B
$927 Million 2.05% of portfolio
43,400
Q4 2024 Reduced 14.26%
$3.59B
$848 Million 1.88% of portfolio
10,000
Q4 2024 Reduced 4.76%
$4.95B
$813 Million 1.8% of portfolio
63,000
Q4 2024 Added 53.66%
$739M
$725 Million 1.61% of portfolio
43,000
Q3 2024 Reduced 4.44%
$3.81T
$626 Million 1.39% of portfolio
2,500
Q4 2024 Added 400.0%
$36.5B
$585 Million 1.3% of portfolio
4,000
Q4 2024 New
$1.1T
$568 Million 1.26% of portfolio
3,000
Q4 2024 New
$1.09B
$570 Million 1.26% of portfolio
78,304
Q4 2024 New
$3.05T
$506 Million 1.12% of portfolio
1,200
Q4 2024 New
$72.3B
$482 Million 1.07% of portfolio
5,300
Q4 2024 New
$35.6B
$459 Million 1.02% of portfolio
6,000
Q4 2024 Added 71.43%
$58.7B
$460 Million 1.02% of portfolio
3,400
Q4 2024 New
$153B
$456 Million 1.01% of portfolio
2,000
Q4 2024 New
$64.4B
$454 Million 1.01% of portfolio
2,000
Q4 2024 Added 81.82%
$6.83B
$450 Million 1.0% of portfolio
35,000
Q4 2024 New
$42.6B
$452 Million 1.0% of portfolio
12,000
Q4 2024 Added 71.43%
$93B
$442 Million 0.98% of portfolio
4,000
Q4 2024 Reduced 20.0%
$116B
$437 Million 0.97% of portfolio
900
Q4 2024 New
$217B
$438 Million 0.97% of portfolio
4,400
Q4 2024 Added 83.33%
$9.12B
$436 Million 0.97% of portfolio
14,520
Q4 2024 Reduced 50.81%
$34.7B
$434 Million 0.96% of portfolio
6,800
Q4 2024 New
$326B
$435 Million 0.96% of portfolio
1,300
Q4 2024 New
$62.3B
$433 Million 0.96% of portfolio
3,800
Q4 2024 Added 72.73%
$45.2B
$432 Million 0.96% of portfolio
3,300
Q4 2024 New
$9.3B
$430 Million 0.95% of portfolio
17,500
Q4 2024 Added 66.67%
$11.3B
$427 Million 0.95% of portfolio
15,520
Q4 2024 Reduced 43.33%
$83.4B
$429 Million 0.95% of portfolio
3,400
Q4 2024 Added 61.9%
$20.4B
$428 Million 0.95% of portfolio
13,500
Q4 2024 New
$106B
$425 Million 0.94% of portfolio
2,000
Q4 2024 Reduced 33.33%
$22.7B
$423 Million 0.94% of portfolio
3,400
Q4 2024 New
$17.2B
$420 Million 0.93% of portfolio
3,600
Q4 2024 Added 80.0%
$405B
$419 Million 0.93% of portfolio
2,900
Q4 2024 New
$41.7B
$416 Million 0.92% of portfolio
3,100
Q4 2024 New
$35.1B
$415 Million 0.92% of portfolio
13,500
Q4 2024 Added 80.0%
$125B
$417 Million 0.92% of portfolio
4,200
Q4 2024 Added 61.54%
$226B
$406 Million 0.9% of portfolio
1,400
Q4 2024 Added 40.0%
$27B
$406 Million 0.9% of portfolio
3,400
Q4 2024 Added 61.9%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $45.1 Billion
  • Prior Value $46.8 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 30 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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