West Tower Group as of March 31, 2023
Portfolio Holdings for West Tower Group
West Tower Group holds 53 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alcoa (AA) | 6.3 | $6.4M | 150k | 42.56 | |
| Chord Energy Corporation Com New (CHRD) | 4.8 | $4.8M | 36k | 134.60 | |
| Arch Resources Cl A (ARCH) | 4.7 | $4.7M | 36k | 131.46 | |
| Peabody Energy (BTU) | 4.6 | $4.7M | 183k | 25.60 | |
| Orion Engineered Carbons (OEC) | 3.8 | $3.8M | 146k | 26.09 | |
| Green Plains Renewable Energy (GPRE) | 3.7 | $3.8M | 122k | 30.99 | |
| Cenovus Energy (CVE) | 3.2 | $3.2M | 185k | 17.46 | |
| Vale S A Sponsored Ads (VALE) | 2.9 | $2.9M | 183k | 15.78 | |
| Suncor Energy (SU) | 2.9 | $2.9M | 93k | 31.05 | |
| Oxford Industries (OXM) | 2.8 | $2.8M | 27k | 105.59 | |
| Nov (NOV) | 2.7 | $2.8M | 150k | 18.51 | |
| Patterson-UTI Energy (PTEN) | 2.5 | $2.6M | 221k | 11.70 | |
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 2.5 | $2.5M | 512k | 4.93 | |
| Cleveland-cliffs (CLF) | 2.4 | $2.4M | 134k | 18.33 | |
| Vulcan Materials Company (VMC) | 2.4 | $2.4M | 14k | 171.56 | |
| Bluelinx Hldgs Com New (BXC) | 2.4 | $2.4M | 35k | 67.96 | |
| Rio Tinto Sponsored Adr (RIO) | 2.3 | $2.3M | 34k | 68.60 | |
| Antero Res (AR) | 2.3 | $2.3M | 100k | 23.09 | |
| Equinor Asa Sponsored Adr (EQNR) | 2.1 | $2.1M | 75k | 28.43 | |
| Fox Corp Cl A Com (FOXA) | 2.0 | $2.0M | 60k | 34.05 | |
| Akoustis Technologies (AKTS) | 2.0 | $2.0M | 646k | 3.08 | |
| Westrock (WRK) | 1.7 | $1.7M | 56k | 30.47 | |
| Valaris Cl A (VAL) | 1.6 | $1.6M | 25k | 65.06 | |
| Tidewater (TDW) | 1.5 | $1.5M | 35k | 44.08 | |
| Phillips 66 (PSX) | 1.5 | $1.5M | 15k | 101.38 | |
| Transocean Reg Shs (RIG) | 1.5 | $1.5M | 235k | 6.36 | |
| Macy's (M) | 1.4 | $1.4M | 80k | 17.49 | |
| Huntsman Corporation (HUN) | 1.3 | $1.3M | 47k | 27.36 | |
| Mosaic (MOS) | 1.2 | $1.2M | 27k | 45.88 | |
| Royal Gold (RGLD) | 1.2 | $1.2M | 9.6k | 129.71 | |
| International Paper Company (IP) | 1.2 | $1.2M | 35k | 36.06 | |
| Teck Resources CL B (TECK) | 1.2 | $1.2M | 34k | 36.50 | |
| Ishares Silver Tr Ishares (SLV) | 1.2 | $1.2M | 56k | 22.12 | |
| Louisiana-Pacific Corporation (LPX) | 1.2 | $1.2M | 23k | 54.21 | |
| Griffon Corporation (GFF) | 1.2 | $1.2M | 37k | 32.01 | |
| Ferroglobe SHS (GSM) | 1.1 | $1.1M | 222k | 4.94 | |
| Pbf Energy Cl A (PBF) | 1.1 | $1.1M | 25k | 43.36 | |
| Kohl's Corporation (KSS) | 1.1 | $1.1M | 45k | 23.54 | |
| Tyler Technologies (TYL) | 1.0 | $1.0M | 2.9k | 354.64 | |
| KBR (KBR) | 1.0 | $1.0M | 19k | 55.05 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 1.0 | $1.0M | 4.5k | 229.42 | |
| Callon Petroleum (CPE) | 1.0 | $1.0M | 30k | 33.44 | |
| LSI Industries (LYTS) | 1.0 | $1.0M | 72k | 13.93 | |
| Nasdaq Omx (NDAQ) | 1.0 | $1.0M | 18k | 54.67 | |
| Dropbox Cl A (DBX) | 1.0 | $999k | 46k | 21.62 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 1.0 | $998k | 120k | 8.32 | |
| Tenaris S A Sponsored Ads (TS) | 1.0 | $995k | 35k | 28.42 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 0.9 | $918k | 225k | 4.08 | |
| Wyndham Hotels And Resorts (WH) | 0.8 | $801k | 12k | 67.85 | |
| Keurig Dr Pepper (KDP) | 0.7 | $741k | 21k | 35.28 | |
| News Corp Cl A (NWSA) | 0.7 | $718k | 42k | 17.27 | |
| Acv Auctions Com Cl A (ACVA) | 0.5 | $516k | 40k | 12.91 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $21k | 500.00 | 40.91 |
