Westwood Holdings Group Inc.
5.00%
470,515
1165002
961765104
Jul 29, 2025
Aug 4, 2025, 09:17 AM
Reporting Persons (3)
This is a joint filing. The reported shares may overlap between reporting persons and should not be summed.
| Name | Type | % of Class | Aggregate | Sole Voting | Shared Voting |
|---|---|---|---|---|---|
| Settian Capital LP | Investment Adviser | 5.00% | 470,515 | 470,515 | 0 |
| Karl Kristofer Segerberg | Holding Company | 5.00% | 470,515 | 470,515 | 0 |
| PAVP Family Office Fund, LP | Partnership | 2.30% | 211,732 | 211,732 | 0 |
Disclosure Items (7)
Common Stock
Westwood Holdings Group Inc.
200 Crescent Court, Dallas, TX, 75201
This Schedule 13D is being filed pursuant to Rule 13d-1 under the Securities Exchange Act of 1934, as amended (the "Act"), on behalf of each of the following persons (each, a "Reporting Person" and collectively, the "Reporting Persons"): i. Settian Capital, LP, a Delaware limited partnership ("Settian Capital"); ii. PAVP Family Office Fund, LP, a Delaware limited partnership ("PAVP"); and iii. Karl Kristofer Segerberg ("Kristofer Segerberg"), an individual who serves as Managing Partner of Settian, LLC, the general partner of Settian Capital, LP.
The address for the Reporting Persons is 767 Fifth Avenue, 18th Floor, New York, New York 10153.
PAVP is an investment fund engaged in the business of acquiring, holding, voting and disposing of various public and private securities investments. PAVP is managed by Settian Capital. Kristofer Segerberg is the manager of the general partner of Settian Capital and the manager of the general partner of PAVP. Please refer to the address provided in (b) above.
During the last five years, none of the Reporting Persons has been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws.
Settian Capital and PAVP Family Office Fund are each a Delaware limited partnership. Kristofer Segerberg is a citizen of the United States of America.
The total purchase price of the shares was $7,428,133. All shares were purchased with working capital from PAVP and another separately managed account over which Settian Capital exercises full discretion.
PAVP beneficially owns 211,732 shares, representing approximately 2.3% of the outstanding shares. In its capacity as investment adviser to PAVP and to an account managed by Settian Capital, Settian Capital may be deemed to beneficially own 470,515 shares, representing approximately 5.0% of the outstanding shares. In his capacity as Managing Partner of the general partner of Settian Capital, Kristofer Segerberg may be deemed to beneficially own the shares beneficially owned by Settian Capital. The percentages of the outstanding shares are based upon 9,379,680 shares reported by the Issuer to be outstanding as of April 24, 2025 in its Quarterly Report on Form 10-Q for the quarter ended March 31, 2025.
PAVP has sole power to vote or direct the vote of, and sole power to dispose or direct the disposition of, 211,732 shares. Each of Settian Capital and Kristofer Segerberg has sole power to vote or direct the vote of, and sole power to dispose or direct the disposition of, 470,515 shares.
Please see Schedule A, attached hereto, for all transactions executed in the last 60 days. All transactions reported in the attached Schedule A were executed in the open market.
See Item 5(a).
Not applicable.
None.
Exhibit 1: Agreement for Joint Filing of Schedule 13D