0001965819-23-000010.txt : 20230515 0001965819-23-000010.hdr.sgml : 20230515 20230515105046 ACCESSION NUMBER: 0001965819-23-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: West Tower Group, LLC CENTRAL INDEX KEY: 0001965819 IRS NUMBER: 920484231 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23035 FILM NUMBER: 23919551 BUSINESS ADDRESS: STREET 1: 1021 E CARY STREET STREET 2: SUITE 700 CITY: RICHMOND STATE: VA ZIP: 23219 BUSINESS PHONE: 18044208588 MAIL ADDRESS: STREET 1: 1021 E CARY STREET STREET 2: SUITE 700 CITY: RICHMOND STATE: VA ZIP: 23219 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001965819 XXXXXXXX 03-31-2023 03-31-2023 West Tower Group, LLC

1021 E CARY STREET SUITE 700 RICHMOND VA 23219

13F COMBINATION REPORT 028-23035 801-126893 0001626220 028-17931 Greenhouse Funds LLLP 0001964400 028-22940 FACT Capital, LP 0001843543 028-22134 MEDINA VALUE PARTNERS, LLC 0001635663 028-17274 Steamboat Capital Partners, LLC 0001617201 028-18450 Prosight Management, LP N Roland Vetter 0018044209980 Roland Vetter Richmond VA 05-15-2023 2 56 101263387 1 GrizzlyRock Capital , LLC 2 0001785043 Half Moon Capital, LLC INFORMATION TABLE 2 information_table.xml ORION ENGINEERED CARBONS S A COM L72967109 1565400 60000 SH DFND 1 0 60000 0 ORION ENGINEERED CARBONS S A COM L72967109 2248984 86201 SH SOLE 86201 0 0 ARDAGH METAL PACKAGING S A SHS L02235106 918000 225000 SH DFND 1 0 225000 0 TRANSOCEAN LTD REG SHS H8817H100 1494600 235000 SH SOLE 235000 0 0 VALARIS LIMITED CL A G9460G101 1593970 24500 SH SOLE 24500 0 0 FERROGLOBE PLC SHS G33856108 1096873 222039 SH DFND 1 0 222039 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 800630 11800 SH DFND 2 0 11800 0 WESTROCK CO COM 96145D105 1706320 56000 SH SOLE 56000 0 0 VULCAN MATLS CO COM 929160109 2436152 14200 SH SOLE 14200 0 0 VALE S A SPONSORED ADS 91912E105 2891937 183266 SH SOLE 183266 0 0 TYLER TECHNOLOGIES INC COM 902252105 1028456 2900 SH DFND 2 0 2900 0 TIDEWATER INC NEW COM 88642R109 1542800 35000 SH SOLE 35000 0 0 TENARIS S A SPONSORED ADS 88031M109 994700 35000 SH SOLE 35000 0 0 TECK RESOURCES LTD CL B 878742204 1241000 34000 SH SOLE 34000 0 0 SUNCOR ENERGY INC NEW COM 867224107 2887650 93000 SH SOLE 93000 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 998400 120000 SH SOLE 120000 0 0 ROYAL GOLD INC COM 780287108 1245216 9600 SH SOLE 9600 0 0 RIO TINTO PLC SPONSORED ADR 767204100 2311820 33700 SH SOLE 33700 0 0 PHILLIPS 66 COM 718546104 1520700 15000 SH SOLE 15000 0 0 PEABODY ENGR CORP COM 704551100 4677120 182700 SH SOLE 182700 0 0 PATTERSON-UTI ENERGY INC COM 703481101 2582190 220700 SH SOLE 220700 0 0 PBF ENERGY INC CL A 69318G106 1084000 25000 SH SOLE 25000 0 0 OXFORD INDS INC COM 691497309 2840371 26900 SH DFND 2 0 26900 0 CHORD ENERGY CORPORATION COM NEW 674215207 4845600 36000 SH SOLE 36000 0 0 NEWS CORP NEW CL A 65249B109 718035 41577 SH SOLE 41577 0 0 NASDAQ INC COM 631103108 1000461 18300 SH DFND 2 0 18300 0 NOV INC COM 62955J103 2776500 150000 SH SOLE 150000 0 0 MOSAIC CO NEW COM 61945C103 1247936 27200 SH SOLE 27200 0 0 MACYS INC COM 55616P104 1393866 79695 SH SOLE 79695 0 0 LOUISIANA PAC CORP COM 546347105 1235988 22800 SH SOLE 22800 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 1020919 4450 SH DFND 2 0 4450 0 LSI INDS INC OHIO COM 50216C108 1000648 71834 SH DFND 2 0 71834 0 KOHLS CORP COM 500255104 1066362 45300 SH SOLE 45300 0 0 KEURIG DR PEPPER INC COM 49271V100 740880 21000 SH DFND 2 0 21000 0 KBR INC COM 48242W106 1023930 18600 SH DFND 2 0 18600 0 ISHARES SILVER TR ISHARES 46428Q109 1240932 56100 SH SOLE 56100 0 0 INTERNATIONAL PAPER CO COM 460146103 1244070 34500 SH SOLE 34500 0 0 HUNTSMAN CORP COM 447011107 1272240 46500 SH SOLE 46500 0 0 GRIFFON CORP COM 398433102 1182481 36941 SH SOLE 36941 0 0 GREEN PLAINS INC COM 393222104 2668022 86093 SH SOLE 86093 0 0 GREEN PLAINS INC COM 393222104 1123883 36266 SH DFND 1 0 36266 0 GERDAU SA SPON ADR REP PFD 373737105 2524160 512000 SH SOLE 512000 0 0 FREEPORT-MCMORAN INC CL B 35671D857 20455 500 SH SOLE 500 0 0 FOX CORP CL A COM 35137L105 2041910 59968 SH SOLE 59968 0 0 EQUINOR ASA SPONSORED ADR 29446M102 2132250 75000 SH SOLE 75000 0 0 DROPBOX INC CL A 26210C104 999276 46220 SH DFND 2 0 46220 0 CLEVELAND-CLIFFS INC NEW COM 185899101 2448888 133600 SH SOLE 133600 0 0 CENOVUS ENERGY INC COM 15135U109 3226608 184800 SH SOLE 184800 0 0 CALLON PETE CO DEL COM 13123X508 1003200 30000 SH SOLE 30000 0 0 BLUELINX HLDGS INC COM NEW 09624H208 879878 12947 SH SOLE 12947 0 0 BLUELINX HLDGS INC COM NEW 09624H208 1522304 22400 SH DFND 2 0 22400 0 ARCH RESOURCES INC CL A 03940R107 4745706 36100 SH SOLE 36100 0 0 ANTERO RESOURCES CORP COM 03674X106 2309000 100000 SH SOLE 100000 0 0 ALCOA CORP COM 013872106 6392512 150200 SH SOLE 150200 0 0 AKOUSTIS TECHNOLOGIES INC COM 00973N102 1990798 646363 SH SOLE 646363 0 0 ACV AUCTIONS INC COM CL A 00091G104 516400 40000 SH DFND 1 0 40000 0