West Tower Group, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $46.1 Billion distributed in 77 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Perrigo CO PLC with a value of $3.18B, Warner Bros. Discovery, Inc. with a value of $3.15B, Enhabit, Inc. with a value of $2.75B, Primoris Services Corp with a value of $2B, and Gap Inc with a value of $1.75B.
Examining the 13F form we can see an increase of $8.05B in the current position value, from $38.1B to 46.1B.
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
$46.1 Billion
Technology: $10.8 Billion
Healthcare: $7.46 Billion
Communication Services: $7.09 Billion
Consumer Cyclical: $6.04 Billion
Industrials: $3.8 Billion
Consumer Defensive: $3.5 Billion
ETFs: $1.73 Billion
Utilities: $1.21 Billion
Other: $2.13 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions