West Tower Group, LLC
- SEC CIK
- 0001965819
- Latest filing
- Jul 31, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 53
- +33 vs. Q4 2022
- Portfolio value
- $101.3M
- +$64.6M (+176.4%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAAlcoa Corp | Stock | 150,200 | $6.39M | 6.3% | +150,200 | New | History |
| CHRDChord Energy Corp | COM NEW | 36,000 | $4.85M | 4.8% | +36,000 | New | History |
| ARCHArch Resources, Inc. | CL A | 36,100 | $4.75M | 4.7% | +36,100 | New | History |
| BTUPeabody Energy Corp | COM | 182,700 | $4.68M | 4.6% | +182,700 | New | History |
| OECOrion S.A. | COM | 146,201 | $3.81M | 3.8% | −100,400−40.7% | Reduced | History |
| GPREGreen Plains Inc. | COM | 122,359 | $3.79M | 3.7% | −2,784−2.2% | Reduced | History |
| CVECenovus Energy Inc. | COM | 184,800 | $3.23M | 3.2% | +184,800 | New | History |
| VALEVale S.A. | SPONSORED ADS | 183,266 | $2.89M | 2.9% | +183,266 | New | History |
| SUSuncor Energy Inc | Stock | 93,000 | $2.89M | 2.9% | +93,000 | New | History |
| OXMOxford Industries Inc | COM | 26,900 | $2.84M | 2.8% | −19,000−41.4% | Reduced | History |
| NOVNOV Inc. | COM | 150,000 | $2.78M | 2.7% | +150,000 | New | History |
| PTENPatterson Uti Energy Inc | COM | 220,700 | $2.58M | 2.5% | +220,700 | New | History |
| GGBGerdau S.A. | SPON ADR REP PFD | 512,000 | $2.52M | 2.5% | +512,000 | New | History |
| CLFCleveland-Cliffs Inc. | COM | 133,600 | $2.45M | 2.4% | +133,600 | New | History |
| VMCVulcan Materials CO | COM | 14,200 | $2.44M | 2.4% | +14,200 | New | History |
| BXCBlueLinx Holdings Inc. | COM NEW | 35,347 | $2.40M | 2.4% | −17,252−32.8% | Reduced | History |
| RIORio Tinto PLC | ADR | 33,700 | $2.31M | 2.3% | +33,700 | New | History |
| ARAntero Resources Corp | COM | 100,000 | $2.31M | 2.3% | +100,000 | New | History |
| EQNREquinor ASA | SPONSORED ADR | 75,000 | $2.13M | 2.1% | +75,000 | New | History |
| FOXAFox Corp | CL A COM | 59,968 | $2.04M | 2.0% | −14,189−19.1% | Reduced | History |
| Atech (Parent) Resolution Corp.00973N102 | COM | 646,363 | $1.99M | 2.0% | +19,509+3.1% | Added | – |
| WRKWestRock Co | COM | 56,000 | $1.71M | 1.7% | +56,000 | New | History |
| VALValaris Ltd | CL A | 24,500 | $1.59M | 1.6% | +24,500 | New | History |
| TDWTidewater Inc | COM | 35,000 | $1.54M | 1.5% | +35,000 | New | History |
| PSXPhillips 66 | Stock | 15,000 | $1.52M | 1.5% | +15,000 | New | History |
| RIGTransocean Ltd. | REGISTERED SHS | 235,000 | $1.49M | 1.5% | +235,000 | New | History |
| MMacy's, Inc. | COM | 79,695 | $1.39M | 1.4% | −15,615−16.4% | Reduced | History |
| HUNHuntsman CORP | COM | 46,500 | $1.27M | 1.3% | +46,500 | New | History |
| MOSMosaic Co | COM | 27,200 | $1.25M | 1.2% | +27,200 | New | History |
| RGLDRoyal Gold Inc | Stock | 9,600 | $1.25M | 1.2% | +9,600 | New | History |
| IPInternational Paper Co | COM | 34,500 | $1.24M | 1.2% | +34,500 | New | History |
| TECKTeck Resources Ltd | CL B | 34,000 | $1.24M | 1.2% | +34,000 | New | History |
| SLViShares Silver Trust | ETF | 56,100 | $1.24M | 1.2% | +56,100 | New | History |
| LPXLouisiana-Pacific Corp | COM | 22,800 | $1.24M | 1.2% | +22,800 | New | History |
| GFFGriffon Corp | COM | 36,941 | $1.18M | 1.2% | +36,941 | New | History |
| GSMFerroglobe PLC | SHS | 222,039 | $1.10M | 1.1% | +222,039 | New | History |
| PBFPBF Energy Inc. | CL A | 25,000 | $1.08M | 1.1% | +25,000 | New | History |
| KSSKOHLS Corp | Stock | 45,300 | $1.07M | 1.1% | +6,679+17.3% | Added | History |
| TYLTyler Technologies Inc | COM | 2,900 | $1.03M | 1.0% | +1,600+123.1% | Added | History |
| KBRKBR, Inc. | COM | 18,600 | $1.02M | 1.0% | −10,400−35.9% | Reduced | History |
| LHLabcorp Holdings Inc. | COM NEW | 4,450 | $1.02M | 1.0% | +4,450 | New | History |
| CPECallon Petroleum Co | COM | 30,000 | $1.00M | 1.0% | +30,000 | New | History |
| LYTSLsi Industries Inc | COM | 71,834 | $1.00M | 1.0% | −28,000−28.0% | Reduced | History |
| NDAQNasdaq, Inc. | COM | 18,300 | $1.00M | 1.0% | −3,400−15.7% | Reduced | History |
| DBXDropbox, Inc. | CL A | 46,220 | $999.3K | 1.0% | −94,480−67.1% | Reduced | History |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 120,000 | $998.4K | 1.0% | +120,000 | New | History |
| TSTenaris SA | SPONSORED ADS | 35,000 | $994.7K | 1.0% | +35,000 | New | History |
| AMBPArdagh Metal Packaging S.A. | SHS | 225,000 | $918.0K | 0.9% | +145,000+181.3% | Added | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 11,800 | $800.6K | 0.8% | +11,800 | New | History |
| KDPKeurig Dr Pepper Inc. | COM | 21,000 | $740.9K | 0.7% | −20,000−48.8% | Reduced | History |
| NWSANews Corp | CL A | 41,577 | $718.0K | 0.7% | +997+2.5% | Added | History |
| ACVAACV Auctions Inc. | COM CL A | 40,000 | $516.4K | 0.5% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 500 | $20.5K | <0.1% | +500 | New | History |
Sold out since Q4 2022 (3)
Positions held at the end of Q4 2022 that are gone from this filing.