West Tower Group, LLC
- SEC CIK
- 0001965819
- 最新申報
- 2026/7/31
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 53
- 較 2022 年第 4 季 +33
- 總值
- $1.01 億
- 較 2022 年第 4 季 +$6,462 萬 (+176.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAAlcoa Corp | Stock | 150,200 | $639.3 萬 | 6.3% | +150,200 | 新進 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 36,000 | $484.6 萬 | 4.8% | +36,000 | 新進 | 歷史 |
| ARCHArch Resources, Inc. | CL A | 36,100 | $474.6 萬 | 4.7% | +36,100 | 新進 | 歷史 |
| BTUPeabody Energy Corp | COM | 182,700 | $467.7 萬 | 4.6% | +182,700 | 新進 | 歷史 |
| OECOrion S.A. | COM | 146,201 | $381.4 萬 | 3.8% | −100,400−40.7% | 減碼 | 歷史 |
| GPREGreen Plains Inc. | COM | 122,359 | $379.2 萬 | 3.7% | −2,784−2.2% | 減碼 | 歷史 |
| CVECenovus Energy Inc. | COM | 184,800 | $322.7 萬 | 3.2% | +184,800 | 新進 | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 183,266 | $289.2 萬 | 2.9% | +183,266 | 新進 | 歷史 |
| SUSuncor Energy Inc | Stock | 93,000 | $288.8 萬 | 2.9% | +93,000 | 新進 | 歷史 |
| OXMOxford Industries Inc | COM | 26,900 | $284.0 萬 | 2.8% | −19,000−41.4% | 減碼 | 歷史 |
| NOVNOV Inc. | COM | 150,000 | $277.6 萬 | 2.7% | +150,000 | 新進 | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 220,700 | $258.2 萬 | 2.5% | +220,700 | 新進 | 歷史 |
| GGBGerdau S.A. | SPON ADR REP PFD | 512,000 | $252.4 萬 | 2.5% | +512,000 | 新進 | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 133,600 | $244.9 萬 | 2.4% | +133,600 | 新進 | 歷史 |
| VMCVulcan Materials CO | COM | 14,200 | $243.6 萬 | 2.4% | +14,200 | 新進 | 歷史 |
| BXCBlueLinx Holdings Inc. | COM NEW | 35,347 | $240.2 萬 | 2.4% | −17,252−32.8% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 33,700 | $231.2 萬 | 2.3% | +33,700 | 新進 | 歷史 |
| ARAntero Resources Corp | COM | 100,000 | $230.9 萬 | 2.3% | +100,000 | 新進 | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 75,000 | $213.2 萬 | 2.1% | +75,000 | 新進 | 歷史 |
| FOXAFox Corp | CL A COM | 59,968 | $204.2 萬 | 2.0% | −14,189−19.1% | 減碼 | 歷史 |
| Atech (Parent) Resolution Corp.00973N102 | COM | 646,363 | $199.1 萬 | 2.0% | +19,509+3.1% | 加碼 | – |
| WRKWestRock Co | COM | 56,000 | $170.6 萬 | 1.7% | +56,000 | 新進 | 歷史 |
| VALValaris Ltd | CL A | 24,500 | $159.4 萬 | 1.6% | +24,500 | 新進 | 歷史 |
| TDWTidewater Inc | COM | 35,000 | $154.3 萬 | 1.5% | +35,000 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 15,000 | $152.1 萬 | 1.5% | +15,000 | 新進 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 235,000 | $149.5 萬 | 1.5% | +235,000 | 新進 | 歷史 |
| MMacy's, Inc. | COM | 79,695 | $139.4 萬 | 1.4% | −15,615−16.4% | 減碼 | 歷史 |
| HUNHuntsman CORP | COM | 46,500 | $127.2 萬 | 1.3% | +46,500 | 新進 | 歷史 |
| MOSMosaic Co | COM | 27,200 | $124.8 萬 | 1.2% | +27,200 | 新進 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 9,600 | $124.5 萬 | 1.2% | +9,600 | 新進 | 歷史 |
| IPInternational Paper Co | COM | 34,500 | $124.4 萬 | 1.2% | +34,500 | 新進 | 歷史 |
| TECKTeck Resources Ltd | CL B | 34,000 | $124.1 萬 | 1.2% | +34,000 | 新進 | 歷史 |
| SLViShares Silver Trust | ETF | 56,100 | $124.1 萬 | 1.2% | +56,100 | 新進 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 22,800 | $123.6 萬 | 1.2% | +22,800 | 新進 | 歷史 |
| GFFGriffon Corp | COM | 36,941 | $118.2 萬 | 1.2% | +36,941 | 新進 | 歷史 |
| GSMFerroglobe PLC | SHS | 222,039 | $109.7 萬 | 1.1% | +222,039 | 新進 | 歷史 |
| PBFPBF Energy Inc. | CL A | 25,000 | $108.4 萬 | 1.1% | +25,000 | 新進 | 歷史 |
| KSSKOHLS Corp | Stock | 45,300 | $106.6 萬 | 1.1% | +6,679+17.3% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 2,900 | $102.8 萬 | 1.0% | +1,600+123.1% | 加碼 | 歷史 |
| KBRKBR, Inc. | COM | 18,600 | $102.4 萬 | 1.0% | −10,400−35.9% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 4,450 | $102.1 萬 | 1.0% | +4,450 | 新進 | 歷史 |
| CPECallon Petroleum Co | COM | 30,000 | $100.3 萬 | 1.0% | +30,000 | 新進 | 歷史 |
| LYTSLsi Industries Inc | COM | 71,834 | $100.1 萬 | 1.0% | −28,000−28.0% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 18,300 | $100.0 萬 | 1.0% | −3,400−15.7% | 減碼 | 歷史 |
| DBXDropbox, Inc. | CL A | 46,220 | $99.9 萬 | 1.0% | −94,480−67.1% | 減碼 | 歷史 |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 120,000 | $99.8 萬 | 1.0% | +120,000 | 新進 | 歷史 |
| TSTenaris SA | SPONSORED ADS | 35,000 | $99.5 萬 | 1.0% | +35,000 | 新進 | 歷史 |
| AMBPArdagh Metal Packaging S.A. | SHS | 225,000 | $91.8 萬 | 0.9% | +145,000+181.3% | 加碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 11,800 | $80.1 萬 | 0.8% | +11,800 | 新進 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 21,000 | $74.1 萬 | 0.7% | −20,000−48.8% | 減碼 | 歷史 |
| NWSANews Corp | CL A | 41,577 | $71.8 萬 | 0.7% | +997+2.5% | 加碼 | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 40,000 | $51.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 500 | $2.05 萬 | <0.1% | +500 | 新進 | 歷史 |
2022 年第 4 季之後清倉（3 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。