West Tower Group, LLC Portfolio Holdings

West Tower Group, LLC

  • $46.8 Billion
  • Q3 2024

West Tower Group, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $46.8 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Warner Bros. Discovery, Inc. with a value of $2.85B, Perrigo CO PLC with a value of $2.68B, Enhabit, Inc. with a value of $2.25B, Orion Engineered Carbons S.A. with a value of $2.03B, and Onespaworld Holdings LTD with a value of $1.6B.

Examining the 13F form we can see an increase of $9.84B in the current position value, from $37B to 46.8B.

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 $46.8 Billion
Technology: $15 Billion
Healthcare: $6.46 Billion
Communication Services: $5.68 Billion
Consumer Cyclical: $5.18 Billion
Basic Materials: $4.76 Billion
Industrials: $2.09 Billion
Financial Services: $1.81 Billion
Energy: $1.69 Billion
Other: $2.24 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26B
$2.85 Billion 6.09% of portfolio
345,621
Q2 2024 Added 61.25%
$3.47B
$2.68 Billion 5.71% of portfolio
101,992
Q3 2024 Added 173.98%
$380M
$2.25 Billion 4.81% of portfolio
285,142
Q3 2024 Added 108.78%
$945M
$2.03 Billion 4.34% of portfolio
114,202
Q3 2024 Added 31.75%
$1.59B
$1.6 Billion 3.42% of portfolio
97,017
Q2 2024 Added 2.36%
$101B
$1.33 Billion 2.84% of portfolio
17,043
Q3 2024 Added 50.73%
$25.2B
$1.2 Billion 2.56% of portfolio
2,050
Q3 2024 Reduced 8.89%
$1.48B
$1.18 Billion 2.53% of portfolio
31,000
Q2 2024 New
$551M
$1.1 Billion 2.34% of portfolio
80,876
Q1 2024 Added 390.37%
$27.8B
$1.04 Billion 2.21% of portfolio
50,621
Q3 2024 Reduced 58.78%
$3.65B
$951 Million 2.03% of portfolio
10,500
Q3 2024 Reduced 4.55%
$2.46B
$858 Million 1.83% of portfolio
34,500
Q2 2024 Added 155.56%
$192B
$820 Million 1.75% of portfolio
5,000
Q3 2024 Added 400.0%
$1.33T
$785 Million 1.68% of portfolio
4,000
Q3 2024 Added 81.82%
$8.66B
$751 Million 1.6% of portfolio
29,520
Q2 2024 Added 78.69%
$4.4B
$737 Million 1.57% of portfolio
46,986
Q2 2024 Added 20.26%
$109B
$691 Million 1.47% of portfolio
3,000
Q3 2024 Added 76.47%
$725M
$637 Million 1.36% of portfolio
137,291
Q3 2024 Added 3.78%
$504M
$555 Million 1.19% of portfolio
34,365
Q3 2024 Added 21.15%
$752M
$555 Million 1.19% of portfolio
43,000
Q3 2024 Reduced 4.44%
$2.17B
$549 Million 1.17% of portfolio
39,630
Q3 2024 Added 38.35%
$4.67B
$523 Million 1.12% of portfolio
41,000
Q3 2024 Added 17.14%
$10.6B
$500 Million 1.07% of portfolio
1,800
Q3 2024 Added 38.46%
$2.69B
$495 Million 1.06% of portfolio
34,671
Q2 2024 Added 197.07%
$336B
$486 Million 1.04% of portfolio
3,000
Q3 2024 New
$1.32T
$458 Million 0.98% of portfolio
800
Q3 2024 Added 60.0%
$220B
$447 Million 0.96% of portfolio
500
Q3 2024 New
$5.8B
$444 Million 0.95% of portfolio
7,000
Q3 2024 New
$24.8B
$437 Million 0.93% of portfolio
100,000
Q3 2024 Added 150.0%
Calumet Inc
-
$406 Million 0.87% of portfolio
-
Q3 2024 New
$2.14B
$395 Million 0.84% of portfolio
5,990
Q3 2024 Reduced 29.45%
Jacobs Solutions Inc
-
$393 Million 0.84% of portfolio
-
Q3 2024 New
$95.4B
$361 Million 0.77% of portfolio
5,000
Q2 2024 Added 66.67%
Reddit Inc
-
$330 Million 0.7% of portfolio
-
Q3 2024 Added 150.0%
$215B
$305 Million 0.65% of portfolio
1,000
Q3 2024 New
$1.74B
$300 Million 0.64% of portfolio
23,000
Q3 2024 Reduced 11.54%
$29.1B
$302 Million 0.64% of portfolio
4,000
Q3 2024 New
$58.2B
$302 Million 0.64% of portfolio
4,800
Q3 2024 New
$1.58B
$295 Million 0.63% of portfolio
7,000
Q3 2024 New
$28.1B
$295 Million 0.63% of portfolio
5,400
Q3 2024 New
$73.4B
$295 Million 0.63% of portfolio
2,700
Q3 2024 New
$53.1B
$289 Million 0.62% of portfolio
2,200
Q3 2024 New
$42.9B
$286 Million 0.61% of portfolio
4,000
Q3 2024 New
$36.8B
$284 Million 0.61% of portfolio
7,000
Q3 2024 New
$91.7B
$286 Million 0.61% of portfolio
2,100
Q3 2024 New
$8.31B
$281 Million 0.6% of portfolio
10,500
Q3 2024 New
$62.2B
$283 Million 0.6% of portfolio
3,000
Q3 2024 Added 100.0%
$16.3B
$279 Million 0.6% of portfolio
2,000
Q3 2024 New
$27.7B
$275 Million 0.59% of portfolio
4,600
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $46.8 Billion
  • Prior Value $37 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 50 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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