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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.4B
$3.33 Billion 8.76% of portfolio
118,914
Q4 2024 Added 16.59%
$21.3B
$2.74 Billion 7.21% of portfolio
255,745
Q4 2024 Reduced 26.0%
$395M
$2.51 Billion 6.59% of portfolio
285,142
Q3 2024 Added 108.78%
$730M
$1.43 Billion 3.76% of portfolio
110,649
Q4 2024 Reduced 3.11%
$3.57B
$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%
$22.9B
$1.21 Billion 3.17% of portfolio
2,075
Q1 2025 Added 1.22%
$1.02B
$1.19 Billion 3.12% of portfolio
147,454
Q1 2025 Added 88.31%
$734M
$1.04 Billion 2.73% of portfolio
46,000
Q1 2025 New
$1.44B
$1.03 Billion 2.71% of portfolio
61,400
Q1 2025 Added 9.84%
$1.54B
$1.02 Billion 2.69% of portfolio
21,700
Q1 2025 Reduced 11.43%
Jacobs Solutions Inc
-
$846 Million 2.22% of portfolio
-
Q4 2024 Added 133.33%
$4.54B
$760 Million 2.0% of portfolio
64,000
Q1 2025 Added 1.59%
$3.14B
$732 Million 1.92% of portfolio
10,000
Q4 2024 Reduced 4.76%
$1.25T
$692 Million 1.82% of portfolio
1,200
Q1 2025 Reduced 33.33%
$1.84B
$589 Million 1.55% of portfolio
27,000
Q4 2024 Reduced 21.74%
$3.21B
$546 Million 1.44% of portfolio
43,485
Q1 2025 Reduced 40.95%
$607M
$524 Million 1.38% of portfolio
43,000
Q3 2024 Reduced 4.44%
$505B
$466 Million 1.23% of portfolio
500
Q1 2025 New
$183B
$454 Million 1.19% of portfolio
10,000
Q1 2025 Added 14.94%
$182B
$450 Million 1.18% of portfolio
3,000
Q1 2025 Added 25.0%
$124B
$447 Million 1.17% of portfolio
1,000
Q1 2025 Added 11.11%
$10.6B
$432 Million 1.14% of portfolio
16,000
Q1 2025 Reduced 8.57%
$18B
$431 Million 1.13% of portfolio
17,000
Q1 2025 New
$405B
$431 Million 1.13% of portfolio
2,600
Q1 2025 Reduced 10.34%
$16.1B
$430 Million 1.13% of portfolio
5,500
Q1 2025 New
$44.2B
$427 Million 1.12% of portfolio
3,000
Q1 2025 Reduced 9.09%
$75.7B
$422 Million 1.11% of portfolio
4,500
Q1 2025 Reduced 15.09%
$0
$413 Million 1.09% of portfolio
2,000
Q1 2025 New
$29.3B
$413 Million 1.09% of portfolio
1,600
Q1 2025 New
$35.8B
$413 Million 1.08% of portfolio
5,500
Q1 2025 Reduced 8.33%
$47.6B
$412 Million 1.08% of portfolio
1,800
Q1 2025 Reduced 10.0%
$210B
$404 Million 1.06% of portfolio
4,500
Q1 2025 Added 2.27%
$144B
$402 Million 1.06% of portfolio
1,900
Q1 2025 New
$112B
$399 Million 1.05% of portfolio
3,800
Q1 2025 Reduced 9.52%
$177B
$395 Million 1.04% of portfolio
2,200
Q1 2025 New
$83.2B
$397 Million 1.04% of portfolio
17,500
Q1 2025 New
$45.3B
$392 Million 1.03% of portfolio
7,000
Q1 2025 New
$26.1B
$384 Million 1.01% of portfolio
8,000
Q1 2025 New
$51.4B
$383 Million 1.01% of portfolio
3,100
Q1 2025 Reduced 18.42%
$25.9B
$383 Million 1.01% of portfolio
3,500
Q1 2025 Added 2.94%
$16.8B
$381 Million 1.0% of portfolio
3,200
Q1 2025 Reduced 11.11%
$41.8B
$377 Million 0.99% of portfolio
1,800
Q1 2025 New
$15.7B
$373 Million 0.98% of portfolio
4,500
Q1 2025 New
$69.7B
$374 Million 0.98% of portfolio
3,400
Q4 2024 Added 61.9%
$8.29B
$361 Million 0.95% of portfolio
13,520
Q1 2025 Reduced 6.89%
$31B
$361 Million 0.95% of portfolio
3,000
Q1 2025 New
$20.4B
$349 Million 0.92% of portfolio
10,000
Q1 2025 Added 17.65%
$123B
$330 Million 0.87% of portfolio
600
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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