West Tower Group, LLC Portfolio Holdings

West Tower Group, LLC

  • $46.1 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1B
$3.18 Billion 6.89% of portfolio
118,914
Q4 2024 Added 16.59%
$29.2B
$3.15 Billion 6.84% of portfolio
275,170
Q2 2025 Added 7.6%
$380M
$2.75 Billion 5.96% of portfolio
285,142
Q3 2024 Added 108.78%
$6.1B
$2 Billion 4.33% of portfolio
25,600
Q2 2025 Added 15.84%
$7.33B
$1.75 Billion 3.79% of portfolio
80,200
Q2 2025 Added 35.93%
$0
$1.73 Billion 3.74% of portfolio
13,000
Q2 2025 New
$908M
$1.55 Billion 3.35% of portfolio
196,000
Q2 2025 Added 32.92%
$23.5B
$1.29 Billion 2.8% of portfolio
2,175
Q2 2025 Added 4.82%
$1.73B
$1.25 Billion 2.72% of portfolio
61,400
Q1 2025 Added 9.84%
$622M
$1.16 Billion 2.52% of portfolio
110,649
Q4 2024 Reduced 3.11%
$11B
$1.14 Billion 2.48% of portfolio
38,454
Q2 2025 Added 83.34%
$1.4B
$1.08 Billion 2.35% of portfolio
24,700
Q2 2025 Added 13.82%
$2.56B
$925 Million 2.01% of portfolio
12,300
Q2 2025 New
Jacobs Solutions Inc
-
$920 Million 2.0% of portfolio
-
Q4 2024 Added 133.33%
$4.78B
$883 Million 1.91% of portfolio
56,000
Q2 2025 Reduced 12.5%
$1.78T
$812 Million 1.76% of portfolio
1,100
Q2 2025 Reduced 8.33%
$10.2B
$703 Million 1.52% of portfolio
8,000
Q2 2025 Added 128.57%
$792M
$605 Million 1.31% of portfolio
40,000
Q2 2025 Reduced 6.98%
$841M
$578 Million 1.25% of portfolio
23,000
Q2 2025 Reduced 50.0%
$2.22B
$559 Million 1.21% of portfolio
27,000
Q4 2024 Reduced 21.74%
$127B
$551 Million 1.2% of portfolio
2,000
Q2 2025 New
$3.44B
$507 Million 1.1% of portfolio
43,485
Q1 2025 Reduced 40.95%
$7.82B
$501 Million 1.09% of portfolio
17,520
Q2 2025 Added 29.59%
$1.22B
$459 Million 1.0% of portfolio
13,000
Q2 2025 New
$40.9B
$454 Million 0.99% of portfolio
6,000
Q2 2025 Added 9.09%
$202B
$436 Million 0.95% of portfolio
3,300
Q2 2025 Added 10.0%
$182B
$433 Million 0.94% of portfolio
10,000
Q1 2025 Added 14.94%
$282B
$426 Million 0.92% of portfolio
3,000
Q2 2025 New
$102B
$413 Million 0.9% of portfolio
4,500
Q2 2025 New
$135B
$414 Million 0.9% of portfolio
1,800
Q2 2025 New
$33.1B
$408 Million 0.89% of portfolio
5,000
Q2 2025 New
$63.8B
$404 Million 0.88% of portfolio
4,000
Q2 2025 Added 17.65%
$95.8B
$401 Million 0.87% of portfolio
3,400
Q2 2025 New
$55.6B
$396 Million 0.86% of portfolio
2,300
Q2 2025 Added 27.78%
$48.9B
$395 Million 0.86% of portfolio
4,000
Q2 2025 New
$368B
$398 Million 0.86% of portfolio
2,500
Q2 2025 New
$452B
$397 Million 0.86% of portfolio
2,600
Q1 2025 Reduced 10.34%
$80B
$396 Million 0.86% of portfolio
1,600
Q2 2025 New
$51B
$396 Million 0.86% of portfolio
7,000
Q1 2025 New
$49.3B
$397 Million 0.86% of portfolio
12,000
Q2 2025 New
$45.1B
$387 Million 0.84% of portfolio
3,000
Q1 2025 Reduced 9.09%
$70.9B
$382 Million 0.83% of portfolio
4,200
Q2 2025 Reduced 6.67%
$203B
$372 Million 0.81% of portfolio
4,700
Q2 2025 Added 4.44%
$99B
$370 Million 0.8% of portfolio
8,000
Q2 2025 New
$113B
$371 Million 0.8% of portfolio
800
Q2 2025 Reduced 20.0%
$1.21T
$352 Million 0.76% of portfolio
2,000
Q1 2025 Reduced 33.33%
$9.35B
$348 Million 0.75% of portfolio
17,000
Q2 2025 New
$37.5B
$336 Million 0.73% of portfolio
2,500
Q2 2025 New
$66.3B
$310 Million 0.67% of portfolio
4,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $46.1 Billion
  • Prior Value $38.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 36 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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