Filling information for West Tower Group, LLC as Treemap, investor disclosed 53 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 447011107 | 447011107 | HUNTSMAN CORP | COM | 1272240 | 46500 | |
| 69318G106 | 69318G106 | PBF ENERGY INC | CL A | 1084000 | 25000 | |
| 929160109 | 929160109 | VULCAN MATLS CO | COM | 2436152 | 14200 | |
| 15135U109 | 15135U109 | CENOVUS ENERGY INC | COM | 3226608 | 184800 | |
| H8817H100 | H8817H100 | TRANSOCEAN LTD | REG SHS | 1494600 | 235000 | |
| 546347105 | 546347105 | LOUISIANA PAC CORP | COM | 1235988 | 22800 | |
| 65249B109 | 65249B109 | NEWS CORP NEW | CL A | 718035 | 41577 | |
| 46428Q109 | 46428Q109 | ISHARES SILVER TR | ISHARES | 1240932 | 56100 | |
| 50216C108 | 50216C108 | LSI INDS INC OHIO | COM | 1000648 | 71834 | |
| 35137L105 | 35137L105 | FOX CORP | CL A COM | 2041910 | 59968 | |
| 82575P107 | 82575P107 | SIBANYE STILLWATER LTD | SPONSORED ADR | 998400 | 120000 | |
| 718546104 | 718546104 | PHILLIPS 66 | COM | 1520700 | 15000 | |
| 631103108 | 631103108 | NASDAQ INC | COM | 1000461 | 18300 | |
| 96145D105 | 96145D105 | WESTROCK CO | COM | 1706320 | 56000 | |
| L72967109 | L72967109 | ORION ENGINEERED CARBONS S A | COM | 3814384 | 146201 | |
| 09624H208 | 09624H208 | BLUELINX HLDGS INC | COM NEW | 2402182 | 35347 | |
| 49271V100 | 49271V100 | KEURIG DR PEPPER INC | COM | 740880 | 21000 | |
| 393222104 | 393222104 | GREEN PLAINS INC | COM | 3791905 | 122359 | |
| 26210C104 | 26210C104 | DROPBOX INC | CL A | 999276 | 46220 | |
| 867224107 | 867224107 | SUNCOR ENERGY INC NEW | COM | 2887650 | 93000 | |
| 013872106 | 013872106 | ALCOA CORP | COM | 6392512 | 150200 | |
| 00091G104 | 00091G104 | ACV AUCTIONS INC | COM CL A | 516400 | 40000 | |
| 767204100 | 767204100 | RIO TINTO PLC | SPONSORED ADR | 2311820 | 33700 | |
| 91912E105 | 91912E105 | VALE S A | SPONSORED ADS | 2891937 | 183266 | |
| L02235106 | L02235106 | ARDAGH METAL PACKAGING S A | SHS | 918000 | 225000 | |
| G9460G101 | G9460G101 | VALARIS LIMITED | CL A | 1593970 | 24500 | |
| 03940R107 | 03940R107 | ARCH RESOURCES INC | CL A | 4745706 | 36100 | |
| 703481101 | 703481101 | PATTERSON-UTI ENERGY INC | COM | 2582190 | 220700 | |
| 500255104 | 500255104 | KOHLS CORP | COM | 1066362 | 45300 | |
| 691497309 | 691497309 | OXFORD INDS INC | COM | 2840371 | 26900 | |
| 878742204 | 878742204 | TECK RESOURCES LTD | CL B | 1241000 | 34000 | |
| 88031M109 | 88031M109 | TENARIS S A | SPONSORED ADS | 994700 | 35000 | |
| G33856108 | G33856108 | FERROGLOBE PLC | SHS | 1096873 | 222039 | |
| 88642R109 | 88642R109 | TIDEWATER INC NEW | COM | 1542800 | 35000 | |
| 460146103 | 460146103 | INTERNATIONAL PAPER CO | COM | 1244070 | 34500 | |
| 35671D857 | 35671D857 | FREEPORT-MCMORAN INC | CL B | 20455 | 500 | |
| 50540R409 | 50540R409 | LABORATORY CORP AMER HLDGS | COM NEW | 1020919 | 4450 | |
| 48242W106 | 48242W106 | KBR INC | COM | 1023930 | 18600 | |
| 185899101 | 185899101 | CLEVELAND-CLIFFS INC NEW | COM | 2448888 | 133600 | |
| 61945C103 | 61945C103 | MOSAIC CO NEW | COM | 1247936 | 27200 | |
| 62955J103 | 62955J103 | NOV INC | COM | 2776500 | 150000 | |
| 902252105 | 902252105 | TYLER TECHNOLOGIES INC | COM | 1028456 | 2900 | |
| 398433102 | 398433102 | GRIFFON CORP | COM | 1182481 | 36941 | |
| 674215207 | 674215207 | CHORD ENERGY CORPORATION | COM NEW | 4845600 | 36000 | |
| 704551100 | 704551100 | PEABODY ENGR CORP | COM | 4677120 | 182700 | |
| 55616P104 | 55616P104 | MACYS INC | COM | 1393866 | 79695 | |
| 98311A105 | 98311A105 | WYNDHAM HOTELS & RESORTS INC | COM | 800630 | 11800 | |
| 13123X508 | 13123X508 | CALLON PETE CO DEL | COM | 1003200 | 30000 | |
| 373737105 | 373737105 | GERDAU SA | SPON ADR REP PFD | 2524160 | 512000 | |
| 780287108 | 780287108 | ROYAL GOLD INC | COM | 1245216 | 9600 | |
| 00973N102 | 00973N102 | AKOUSTIS TECHNOLOGIES INC | COM | 1990798 | 646363 | |
| 03674X106 | 03674X106 | ANTERO RESOURCES CORP | COM | 2309000 | 100000 | |
| 29446M102 | 29446M102 | EQUINOR ASA | SPONSORED ADR | 2132250 | 75000 |