13F-HR filed by West Tower Group, LLC
West Tower Group, LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-15, with 53 holding rows worth $101,263,387.
- Accession
- 0001965819-23-000010
- Filer
- CIK 1965819
- Filed
- 2023-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A combination report, 56 entries on the cover page, a total value of $101,263,387 stated on the cover page (in dollars after the unit check, H1), rows summing to $101,263,387 with VALUE read as dollars as filed, 13F file number 028-23035. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerGreenhouse Funds LLLP028-17931
- reports for this filerFACT Capital, LP028-22940
- reports for this filerMEDINA VALUE PARTNERS, LLC028-22134
- reports for this filerSteamboat Capital Partners, LLC028-17274
- reports for this filerProsight Management, LP028-18450
- included managerGrizzlyRock Capital , LLC
- included managerHalf Moon Capital, LLC
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ALCOA CORP COM | 013872106 | Stock | 150,200 | $6,392,512 | dollars as filed | |
| CHORD ENERGY CORPORATION | 674215207 | COM NEW | 36,000 | $4,845,600 | dollars as filed | |
| ARCH RESOURCES INC | 03940R107 | CL A | 36,100 | $4,745,706 | dollars as filed | |
| PEABODY ENGR CORP | 704551100 | COM | 182,700 | $4,677,120 | dollars as filed | |
| ORION S.A. | L72967109 | COM | 146,201 | $3,814,384 | dollars as filed | |
| GREEN PLAINS INC | 393222104 | COM | 122,359 | $3,791,905 | dollars as filed | |
| CENOVUS ENERGY INC | 15135U109 | COM | 184,800 | $3,226,608 | dollars as filed | |
| VALE S A | 91912E105 | SPONSORED ADS | 183,266 | $2,891,937 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 93,000 | $2,887,650 | dollars as filed | |
| OXFORD INDS INC | 691497309 | COM | 26,900 | $2,840,371 | dollars as filed | |
| NOV INC | 62955J103 | COM | 150,000 | $2,776,500 | dollars as filed | |
| PATTERSON-UTI ENERGY INC | 703481101 | COM | 220,700 | $2,582,190 | dollars as filed | |
| GERDAU SA SPON ADR REP PFD | 373737105 | ADR | 512,000 | $2,524,160 | dollars as filed | |
| CLEVELAND-CLIFFS INC NEW COM | 185899101 | Stock | 133,600 | $2,448,888 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 14,200 | $2,436,152 | dollars as filed | |
| BLUELINX HOLDINGS INC | 09624H208 | COMMON STOCK | 35,347 | $2,402,182 | dollars as filed | |
| RIO TINTO PLC SPONSORED ADR | 767204100 | ADR | 33,700 | $2,311,820 | dollars as filed | |
| ANTERO RESOURCES CORP COM | 03674X106 | Stock | 100,000 | $2,309,000 | dollars as filed | |
| EQUINOR ASA SPONSORED ADR | 29446M102 | ADR | 75,000 | $2,132,250 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 59,968 | $2,041,910 | dollars as filed | |
| Akoustis Technologies Inc | 00973N102 | COM | 646,363 | $1,990,798 | dollars as filed | |
| WESTROCK CO | 96145D105 | COM | 56,000 | $1,706,320 | dollars as filed | |
| VALARIS LTD | G9460G101 | CL A | 24,500 | $1,593,970 | dollars as filed | |
| TIDEWATER INC NEW COM | 88642R109 | Stock | 35,000 | $1,542,800 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 15,000 | $1,520,700 | dollars as filed | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 235,000 | $1,494,600 | dollars as filed | |
| MACYS INC COM | 55616P104 | Stock | 79,695 | $1,393,866 | dollars as filed | |
| HUNTSMAN CORP | 447011107 | COM | 46,500 | $1,272,240 | dollars as filed | |
| MOSAIC CO COM | 61945C103 | Stock | 27,200 | $1,247,936 | dollars as filed | |
| ROYAL GOLD INC | 780287108 | COM | 9,600 | $1,245,216 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 34,500 | $1,244,070 | dollars as filed | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 34,000 | $1,241,000 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 56,100 | $1,240,932 | dollars as filed | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 22,800 | $1,235,988 | dollars as filed | |
| GRIFFON CORP | 398433102 | COM | 36,941 | $1,182,481 | dollars as filed | |
| FERROGLOBE PLC | G33856108 | SHS | 222,039 | $1,096,873 | dollars as filed | |
| PBF ENERGY INC | 69318G106 | CL A | 25,000 | $1,084,000 | dollars as filed | |
| KOHLS CORP | 500255104 | COM | 45,300 | $1,066,362 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 2,900 | $1,028,456 | dollars as filed | |
| KBR INC COM | 48242W106 | Stock | 18,600 | $1,023,930 | dollars as filed | |
| LABORATORY CORP OF AMERICA | 50540R409 | COM NEW | 4,450 | $1,020,919 | dollars as filed | |
| CALLON PETROLEUM CORP | 13123X508 | COMMON STOCK | 30,000 | $1,003,200 | dollars as filed | |
| LSI INDUSTRIES INC | 50216C108 | COMMON STOCK | 71,834 | $1,000,648 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 18,300 | $1,000,461 | dollars as filed | |
| DROPBOX INC CL A | 26210C104 | Stock | 46,220 | $999,276 | dollars as filed | |
| SIBANYE STILLWATER LTD SPONSORED ADR | 82575P107 | ADR | 120,000 | $998,400 | dollars as filed | |
| TENARIS S A SPONSORED ADS | 88031M109 | ADR | 35,000 | $994,700 | dollars as filed | |
| ARDAGH METAL PACKAGING S A | L02235106 | SHS | 225,000 | $918,000 | dollars as filed | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 11,800 | $800,630 | dollars as filed | |
| KEURIG DR PEPPER INC COM | 49271V100 | Stock | 21,000 | $740,880 | dollars as filed | |
| NEWS CORP NEW CL A | 65249B109 | Stock | 41,577 | $718,035 | dollars as filed | |
| ACV AUCTIONS INC | 00091G104 | COM CL A | 40,000 | $516,400 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 500 | $20,455 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001965819-23-000010 | this filing | 2023-05-15 | acceptance time not in the bulk data set |