0001965819-24-000004.txt : 20241113 0001965819-24-000004.hdr.sgml : 20241113 20241113104805 ACCESSION NUMBER: 0001965819-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241113 DATE AS OF CHANGE: 20241113 EFFECTIVENESS DATE: 20241113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: West Tower Group, LLC CENTRAL INDEX KEY: 0001965819 ORGANIZATION NAME: 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: 241451922 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 028-23035 09-30-2024 09-30-2024 West Tower Group, LLC

1021 E CARY STREET SUITE 700 RICHMOND VA 23219

13F COMBINATION REPORT 028-23035 801-126893 0001964400 028-22940 FACT Capital, LP 0001843543 028-22134 MEDINA VALUE PARTNERS, LLC 0001617201 028-18450 Prosight Management, LP 0001635663 028-17274 Steamboat Capital Partners, LLC N Roland Vetter 0018044209980 Roland Vetter Richmond VA 11-05-2024 2 116 46826134 1 GrizzlyRock Capital , LLC 2 0001785043 Half Moon Capital, LLC INFORMATION TABLE 2 information_table.xml ABBOTT LABS COM 002824100 262223 2300 SH SOLE 2300 0 0 ADVANCED MICRO DEVICES INC COM 007903107 820400 5000 SH SOLE 5000 0 0 AKOUSTIS TECHNOLOGIES INC COM 00973N102 63941 714429 SH SOLE 714429 0 0 AMKOR TECHNOLOGY INC COM 031652100 122400 4000 SH SOLE 4000 0 0 ANALOG DEVICES INC COM 032654105 690510 3000 SH SOLE 3000 0 0 ANSYS INC COM 03662Q105 175247 550 SH DFND 2 0 550 0 APPLE INC COM 037833100 116500 500 SH SOLE 500 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 274804 4600 SH SOLE 4600 0 0 ARISTA NETWORKS INC COM 040413106 191910 500 SH SOLE 500 0 0 ARM HOLDINGS PLC SPONSORED ADR 042068205 214515 1500 SH SOLE 1500 0 0 BAXTER INTL INC COM 071813109 254399 6700 SH SOLE 6700 0 0 BECTON DICKINSON & CO COM 075887109 265210 1100 SH SOLE 1100 0 0 BILL HOLDINGS INC COM 090043100 211040 4000 SH SOLE 4000 0 0 BROADCOM INC COM 11135F101 120750 700 SH SOLE 700 0 0 CVS HEALTH CORP COM 126650100 301824 4800 SH SOLE 4800 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 174473 4180 SH DFND 1 0 4180 0 CALUMET INC COM 131428104 406278 22799 SH DFND 1 0 22799 0 COHERENT CORP COM 19247G107 177820 2000 SH SOLE 2000 0 0 CONOCOPHILLIPS COM 20825C104 273728 2600 SH SOLE 2600 0 0 COSTAR GROUP INC COM 22160N109 301760 4000 SH DFND 2 0 4000 0 COUPANG INC CL A 22266T109 196400 8000 SH SOLE 8000 0 0 DAKTRONICS INC COM 234264109 555130 43000 SH DFND 2 0 43000 0 DIGITALOCEAN HLDGS INC COM 25402D102 80780 2000 SH SOLE 2000 0 0 DOCUSIGN INC COM 256163106 93135 1500 SH SOLE 1500 0 0 DOORDASH INC CL A 25809K105 142730 1000 SH SOLE 1000 0 0 DOW INC COM 260557103 295002 5400 SH SOLE 5400 0 0 DROPBOX INC CL A 26210C104 750694 29520 SH DFND 2 0 29520 0 DRIVEN BRANDS HLDGS INC COM 26210V102 494755 34671 SH DFND 1 0 34671 0 DOXIMITY INC CL A 26622P107 174280 4000 SH SOLE 4000 0 0 ECOVYST INC COM 27923Q109 115594 16875 SH DFND 1 0 16875 0 EMERSON ELEC CO COM 291011104 295299 2700 SH SOLE 2700 0 0 ENERFLEX LTD COM 29269R105 119200 20000 SH DFND 1 0 20000 0 ENHABIT INC COM 29332G102 2252622 285142 SH SOLE 285142 0 0 EXELON CORP COM 30161N101 283850 7000 SH SOLE 7000 0 0 EXLSERVICE HOLDINGS INC COM 302081104 1182650 31000 SH DFND 2 0 31000 0 EXTREME NETWORKS COM 30226D106 225450 15000 SH SOLE 15000 0 0 EXXON MOBIL CORP COM 30231G102 269606 2300 SH SOLE 2300 0 0 META PLATFORMS INC CL A 30303M102 457952 800 SH SOLE 800 0 0 FASTENAL CO COM 311900104 285680 4000 SH SOLE 4000 0 0 FIRST SOLAR INC COM 336433107 124720 500 SH SOLE 500 0 0 GMS INC COM 36251C103 950985 10500 SH DFND 2 0 10500 0 GENUINE PARTS CO COM 372460105 279360 2000 SH SOLE 2000 0 0 GITLAB INC CLASS A COM 37637K108 154620 3000 SH SOLE 3000 0 0 GREEN PLAINS INC COM 393222104 236855 17493 SH DFND 1 0 17493 0 GREEN PLAINS INC COM 393222104 858206 63383 SH SOLE 63383 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1035706 50621 SH SOLE 50621 0 0 HONEYWELL INTL INC COM 438516106 268723 1300 SH SOLE 1300 0 0 HORMEL FOODS CORP COM 440452100 275790 8700 SH SOLE 8700 0 0 HUDSON TECHNOLOGIES INC COM 444144109 27922 3348 SH DFND 1 0 3348 0 INTERPUBLIC GROUP COS INC COM 460690100 268855 8500 SH SOLE 8500 0 0 JACOBS SOLUTIONS INC COM 46982L108 392700 3000 SH DFND 2 0 3000 0 KEURIG DR PEPPER INC COM 49271V100 112440 3000 SH DFND 2 0 3000 0 KLAVIYO INC COM SER A 49845K101 176900 5000 SH SOLE 5000 0 0 KRAFT HEINZ CO COM 500754106 263325 7500 SH SOLE 7500 0 0 LSI INDS INC OHIO COM 50216C108 554995 34365 SH DFND 2 0 34365 0 LUMENTUM HLDGS INC COM 55024U109 443660 7000 SH SOLE 7000 0 0 LYFT INC CL A COM 55087P104 522750 41000 SH DFND 2 0 41000 0 MACYS INC COM 55616P104 737210 46986 SH SOLE 46986 0 0 MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 45518 9747 SH DFND 1 0 9747 0 MAGNITE INC COM 55955D100 548876 39630 SH DFND 1 0 39630 0 MARVELL TECHNOLOGY INC COM 573874104 360600 5000 SH SOLE 5000 0 0 MCDONALDS CORP COM 580135101 304510 1000 SH DFND 2 0 1000 0 MERCK & CO INC COM 58933Y105 272544 2400 SH SOLE 2400 0 0 PATHWARD FINANCIAL INC COM 59100U108 395400 5990 SH DFND 1 0 5990 0 MICROCHIP TECHNOLOGY INC. 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