West Tower Group, LLC Portfolio Holdings

West Tower Group, LLC

  • $38.1 Billion
  • Q1 2025

West Tower Group, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $38.1 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Perrigo CO PLC with a value of $3.33B, Warner Bros. Discovery, Inc. with a value of $2.74B, Enhabit, Inc. with a value of $2.51B, Orion Engineered Carbons S.A. with a value of $1.43B, and Primoris Services Corp with a value of $1.27B.

Examining the 13F form we can see an decrease of $7.06B in the current position value, from $45.1B to 38.1B.

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 $38.1 Billion
Healthcare: $7.09 Billion
Technology: $6.22 Billion
Communication Services: $6.19 Billion
Consumer Cyclical: $5.4 Billion
Industrials: $4.01 Billion
Basic Materials: $3.39 Billion
Consumer Defensive: $2.09 Billion
Energy: $1.8 Billion
Other: $805 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57B
$3.33 Billion 8.76% of portfolio
118,914
Q4 2024 Added 16.59%
$3.94B
$1.27 Billion 3.33% of portfolio
22,100
Q1 2025 Added 10.5%
$7.33B
$1.22 Billion 3.2% of portfolio
59,000
Q1 2025 Added 490.0%
$5B
$760 Million 2.0% of portfolio
64,000
Q1 2025 Added 1.59%
$4.25B
$732 Million 1.92% of portfolio
10,000
Q4 2024 Reduced 4.76%
$2.14B
$589 Million 1.55% of portfolio
27,000
Q4 2024 Reduced 21.74%
$2.99B
$546 Million 1.44% of portfolio
43,485
Q1 2025 Reduced 40.95%
$8.21B
$361 Million 0.95% of portfolio
13,520
Q1 2025 Reduced 6.89%
$9.78B
$247 Million 0.65% of portfolio
3,500
Q1 2025 New
$6.11B
$218 Million 0.57% of portfolio
3,500
Q1 2025 New
$5.92B
$201 Million 0.53% of portfolio
8,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $38.1 Billion
  • Prior Value $45.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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