West Tower Group as of Dec. 31, 2022
Portfolio Holdings for West Tower Group
West Tower Group holds 20 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Orion Engineered Carbons (OEC) | 12.0 | $4.4M | 247k | 17.81 | |
| Oxford Industries (OXM) | 11.7 | $4.3M | 46k | 93.18 | |
| Green Plains Renewable Energy (GPRE) | 10.4 | $3.8M | 125k | 30.50 | |
| Bluelinx Hldgs Com New (BXC) | 10.2 | $3.7M | 53k | 71.11 | |
| Dropbox Cl A (DBX) | 8.6 | $3.1M | 141k | 22.38 | |
| Fox Corp Cl A Com (FOXA) | 6.1 | $2.3M | 74k | 30.37 | |
| Fiserv (FI) | 5.4 | $2.0M | 20k | 101.07 | |
| Macy's (M) | 5.4 | $2.0M | 95k | 20.65 | |
| Akoustis Technologies (AKTS) | 4.8 | $1.8M | 627k | 2.82 | |
| KBR (KBR) | 4.2 | $1.5M | 29k | 52.80 | |
| Keurig Dr Pepper (KDP) | 4.0 | $1.5M | 41k | 35.66 | |
| Nasdaq Omx (NDAQ) | 3.6 | $1.3M | 22k | 61.35 | |
| LSI Industries (LYTS) | 3.3 | $1.2M | 100k | 12.24 | |
| Kohl's Corporation (KSS) | 2.7 | $975k | 39k | 25.25 | |
| News Corp Cl A (NWSA) | 2.0 | $739k | 41k | 18.20 | |
| Sentinelone Cl A (S) | 1.3 | $490k | 34k | 14.59 | |
| Magnite Ord (MGNI) | 1.2 | $424k | 40k | 10.59 | |
| Tyler Technologies (TYL) | 1.1 | $419k | 1.3k | 322.41 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 1.1 | $385k | 80k | 4.81 | |
| Acv Auctions Com Cl A (ACVA) | 0.9 | $328k | 40k | 8.21 |
