CUSIP NO. | 516806205 | Page | 2 | of | 6 |
1 | NAMES OF REPORTING PERSONS | ||||||||||||||||
Westwood Management Corp. | |||||||||||||||||
2 | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) | ||||||||||||||||
(a) o | |||||||||||||||||
(b) o | |||||||||||||||||
3 | SEC USE ONLY | ||||||||||||||||
4 | CITIZENSHIP OR PLACE OF ORGANIZATION | ||||||||||||||||
USA | |||||||||||||||||
5 | SOLE VOTING POWER | ||||||||||||||||
NUMBER OF | 2,092,252 | ||||||||||||||||
SHARES | 6 | SHARED VOTING POWER | |||||||||||||||
BENEFICIALLY | |||||||||||||||||
OWNED BY | 0 | ||||||||||||||||
EACH | 7 | SOLE DISPOSITIVE POWER | |||||||||||||||
REPORTING | |||||||||||||||||
PERSON | 2,092,252 | ||||||||||||||||
WITH: | 8 | SHARED DISPOSITIVE POWER | |||||||||||||||
0 | |||||||||||||||||
9 | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON | ||||||||||||||||
2,092,252 | |||||||||||||||||
10 | CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) | ||||||||||||||||
o | |||||||||||||||||
11 | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) | ||||||||||||||||
5.92% | |||||||||||||||||
12 | TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) | ||||||||||||||||
IA | |||||||||||||||||
CUSIP NO. | 516806205 | Page | 3 | of | 6 |
Item 1(a) | Name of Issuer | |||||||
Vital Energy, Inc. | ||||||||
Item 1(b) | Address of Issuer’s Principal Executive Offices: | |||||||
521 East 2nd Street Suite 1000 Tulsa, OK 74120 | ||||||||
Item 2(a) | Name of Person Filing: | |||||||
Westwood Management Corp. | ||||||||
Item 2(b) | Address of Principal Business Office or, if none, residence: | |||||||
200 Crescent Court, Suite 1200 | ||||||||
Dallas, Texas 75201 | ||||||||
Item 2(c) | Citizenship: | |||||||
USA | ||||||||
Item 2(d) | Title of Class of Securities | |||||||
Common stock | ||||||||
Item 2(e) | CUSIP Number: | |||||||
516806205 | ||||||||
CUSIP NO. | 516806205 | Page | 4 | of | 6 |
Item 3 . | (a) [ ] Broker or dealer registered under section 15 of the Act. (b) [ ] Bank as defined in section 3(a)(6) of the Act. (c) [ ] Insurance company as defined in section 3(a)(19) of the Act. (d) [ ] Investment company registered under section 8 of the Investment Company Act. (e) [x] An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F); (g) [ ] A parent holding company or control person in accordance with §240.13d-1(b)(1)(ii)(G); (h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] Group, in accordance with Rule 13d-1(b)(1)(ii)(J). | |||||||
Item 4. | Ownership: | |||||||
(a) Amount beneficially owned: 2,092,252. (b) Percent of class: 5.92%. (c) Number of shares as to which the person has: (i) Sole power to vote or to direct the vote: 2,092,252. (ii) Shared power to vote or to direct the vote: 0. (iii) Sole power to dispose or to direct the disposition of: 2,092,252. (iv) Shared power to dispose or to direct the disposition of 0. | ||||||||
Item 5. | Ownership of Five Percent or Less of a Class: | |||||||
If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following o. | ||||||||
Item 6. | Ownership of More than Five Percent on Behalf of Another Person: Not applicable. |
CUSIP NO. | 516806205 | Page | 5 | of | 6 |
Item 7. | Identification and Classification of the Subsidiary That Acquired the Security Being Reported on By the Parent Holding Company: | |||||||
Not applicable. | ||||||||
Item 8. | Identification and Classification of Members of the Group | |||||||
Not applicable. | ||||||||
Item 9 | Notice of Dissolution of Group: | |||||||
Not applicable. | ||||||||
Item 10. | Certification: | |||||||
Not applicable. | ||||||||
CUSIP NO. | 516806205 | Page | 6 | of | 6 |
Date: November 14, 2024 | By: | /s/ Murray Forbes III | ||||||||||||
Murray Forbes III Chief Financial Officer | ||||||||||||||