Managers / Q4 2022 · view latest →
West Tower Group, LLC
CIK 0001965819 · 1021 E CARY STREET, SUITE 700, RICHMOND, VA, 23219 · 18044208588
Summary
West Tower Group, LLC reported $37M in U.S.-listed holdings across 23 positions for Q4 2022.
Its largest position, OEC, represents 12.0% of the portfolio.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 100.0% · $37M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| OECORION ENGINEERED CARBONS S A | NEW | +246.6K | 246.6K | +$4M | $4M |
| OXMOXFORD INDS INC | NEW | +45.9K | 45.9K | +$4M | $4M |
| GPREGREEN PLAINS INC | NEW | +125.1K | 125.1K | +$4M | $4M |
| BXCBLUELINX HLDGS INC | NEW | +52.6K | 52.6K | +$4M | $4M |
| DBXDROPBOX INC | NEW | +140.7K | 140.7K | +$3M | $3M |
| FOXAFOX CORP | NEW | +74.2K | 74.2K | +$2M | $2M |
| FISVFISERV INC | NEW | +19.5K | 19.5K | +$2M | $2M |
| MMACYS INC | NEW | +95.3K | 95.3K | +$2M | $2M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2022
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | OECORION ENGINEERED CARBONS S Ahistory → | COM | 11.99% | $4M | 246.6K |
| 2 | OXMOXFORD INDS INChistory → | COM | 11.67% | $4M | 45.9K |
| 3 | GPREGREEN PLAINS INChistory → | COM | 10.42% | $4M | 125.1K |
| 4 | BXCBLUELINX HLDGS INChistory → | COM NEW | 10.21% | $4M | 52.6K |
| 5 | DBXDROPBOX INChistory → | CL A | 8.59% | $3M | 140.7K |
| 6 | FOXAFOX CORPhistory → | CL A COM | 6.15% | $2M | 74.2K |
| 7 | FISVFISERV INChistory → | COM | 5.38% | $2M | 19.5K |
| 8 | MMACYS INChistory → | COM | 5.37% | $2M | 95.3K |
| 9 | AKTSQAKOUSTIS TECHNOLOGIES INChistory → | COM | 4.82% | $2M | 626.9K |
| 10 | KBRKBR INChistory → | COM | 4.18% | $2M | 29.0K |
| 11 | KDPKEURIG DR PEPPER INChistory → | COM | 3.99% | $1M | 41.0K |
| 12 | NDAQNASDAQ INChistory → | COM | 3.63% | $1M | 21.7K |
| 13 | LYTSLSI INDS INC OHIOhistory → | COM | 3.33% | $1M | 99.8K |
| 14 | KSSKOHLS CORPhistory → | COM | 2.66% | $975,180 | 38.6K |
| 15 | NWSANEWS CORP NEWhistory → | CL A | 2.02% | $738,556 | 40.6K |
| 16 | SSENTINELONE INChistory → | CL A | 1.34% | $490,224 | 33.6K |
| 17 | MGNIMAGNITE INChistory → | COM | 1.16% | $423,600 | 40.0K |
| 18 | TYLTYLER TECHNOLOGIES INChistory → | COM | 1.14% | $419,133 | 1.3K |
| 19 | AMBPARDAGH METAL PACKAGING S Ahistory → | SHS | 1.05% | $384,800 | 80.0K |
| 20 | ACVAACV AUCTIONS INC | COM CL A | 0.90% | $328,400 | 40.0K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $32M | 36 | Apr 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $44M | 80 | Feb 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $35M | 50 | Oct 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $46M | 77 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $38M | 61 | May 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $45M | 76 | Feb 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $47M | 116 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $37M | 98 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $33M | 93 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $49M | 492 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $190M | 593 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $140M | 578 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $101M | 56 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $37M | 23 | Feb 15, 2023 | RESTATEMENT | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 7 additional managers.
- FACT Capital, LP028-22940
- Greenhouse Funds LLLP028-17931
- MEDINA VALUE PARTNERS, LLC028-22134
- Prosight Management, LP028-18450
- Steamboat Capital Partners, LLC028-17274
- GrizzlyRock Capital , LLC
- Half Moon Capital, LLC
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.