Old West Investment Management, LLC

Diversified strategyContrarianHigh-turnover trader

Total reported value

$922.6M

Reporting period: 2026-03-31 · Number of holdings: 123

Old West Investment Management, LLC disclosed 123 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $922.6M and a quarterly turnover rate of 77.8%.

Personality snowflake

Concentration: 7.27
Portfolio Stability: 77.77
Momentum/Contrarian: 0
Sector conviction: 74.24
Diversification: 100
Sizing Uniformity: 88.84

Recent moves

Trim BRKR
-6.4%　-$9.1M
Add TDW
+419.6%　$30.3M
Add SLB
+830.6%　$23.3M
Trim AEM
-44.6%　-$6.1M
Add SU
+210.7%　$21.4M
Trim BLDR
-65.7%　-$9.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	TDW	Tidewater INC	Stock-Energy	3.72%	+3.01%	+419.64%
2	CNR	Core Natural Resources INC	Stock-Energy	3.33%	+1.55%	+160.02%
3	LMT	Lockheed Martin CORP	Stock-Industrials	3.23%	-1.40%	-8.22%
4	NTR	Nutrien LTD	Stock-Materials	3.19%	+3.19%	NEW
5	CNQ	Canadian Natural Resources	Stock-Energy	3.01%	—	-25.90%
6	✓	Antero Resources Corporation	Stock-Other	2.98%	+2.98%	NEW
7	SU	Suncor Energy INC	Stock-Energy	2.96%	+1.91%	+210.70%
8	SLB	Slb LTD	Stock-Energy	2.74%	+2.38%	+830.63%
9	OII	Oceaneering Intl INC	Stock-Energy	2.68%	+0.35%	+28.33%
10	✓	Range Resources Corporation	Stock-Other	2.58%	+2.58%	NEW
11	APD	Air Products & Chemicals INC	Stock-Materials	2.58%	+2.58%	NEW
12	BRKR	Bruker CORP	Stock-Healthcare	2.51%	-3.25%	-6.39%
13	NXE	Nexgen Energy LTD	Stock-Other	2.44%	—	-28.56%
14	CF	Cf Industries Holdings INC	Stock-Materials	2.37%	+2.37%	NEW
15	CCJ	Cameco CORP	Stock-Energy	2.29%	—	-4.00%
16	NOC	Northrop Grumman CORP	Stock-Industrials	2.04%	+1.86%	+1447.13%
17	VIRT	Virtu Financial Inc-class A	Stock-Financials	1.86%	-0.35%	+4.78%
18	BG	Bunge Global SA	Stock-Consumer Staples	1.84%	—	-27.93%
19	TMQ	Trilogy Metals INC	Stock-Other	1.83%	—	+0.48%
20	ASML	ASML Holding N.V.	Stock-Tech	1.80%	-0.51%	+3.88%
21	✓	Ferroglobe PLC	Stock-Other	1.75%	—	+3.37%
22	ALB	Albemarle CORP	Stock-Materials	1.72%	—	-35.70%
23	AA	Alcoa CORP	Stock-Materials	1.59%	—	-4.72%
24	AGI	Alamos Gold Inc-class A	Stock-Materials	1.55%	-1.78%	-33.35%
25	NOK	Nokia Corp-spon Adr	Stock-Tech	1.34%	—	-3.32%
26	AEM	Agnico Eagle Mines LTD	Stock-Materials	1.30%	-1.94%	-44.65%
27	RIO	Rio Tinto Plc-spon Adr	Stock-Materials	1.20%	+1.00%	+735.87%
28	VNOM	Viper Energy Inc-cl A	Stock-Energy	1.18%	+1.18%	NEW
29	NE	Noble Corporation plc	Stock-Energy	1.12%	+0.71%	+163.12%
30	DOW	Dow INC	Stock-Materials	1.11%	+1.11%	NEW
31	LYB	LyondellBasell Industries N.V.	Stock-Materials	1.11%	+1.11%	NEW
32	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.11%	—	+4.42%
33	GEV	GE Vernova INC	Stock-Industrials	1.02%	+1.02%	NEW
34	BA	Boeing Co/the	Stock-Industrials	1.01%	+0.95%	+2838.28%
35	FMC	Fmc CORP	Stock-Materials	0.98%	+0.98%	NEW
36	UNP	Union Pacific CORP	Stock-Industrials	0.97%	+0.97%	NEW
37	FCX	Freeport-mcmoran INC	Stock-Materials	0.97%	—	+23.79%
38	SWKS	Skyworks Solutions INC	Stock-Tech	0.90%	+0.90%	NEW
39	WFRD	Weatherford International plc	Stock-Energy	0.85%	—	-4.47%
40	AMR	Alpha Metallurgical Resource	Stock-Other	0.81%	—	+26.20%
41	VRT	Vertiv Holdings Co-a	Stock-Industrials	0.78%	—	-31.99%
42	PBR	Petroleo Brasileiro-spon Adr	Stock-Energy	0.77%	+0.60%	+337.78%
43	CC	Chemours Co/the	Stock-Materials	0.76%	+0.60%	+313.98%
44	ELAN	Elanco Animal Health INC	Stock-Healthcare	0.75%	-1.27%	-41.89%
45	SSNC	Ss&c Technologies Holdings	Stock-Tech	0.74%	-1.23%	-20.29%
46	✓	Globalfoundries Inc	Stock-Other	0.73%	+0.73%	NEW
47	PBF	Pbf Energy Inc-class A	Stock-Energy	0.73%	—	—
48	VAL	Valaris Limited	Stock-Energy	0.71%	—	-10.59%
49	GMED	Globus Medical INC - A	Stock-Healthcare	0.68%	—	-28.41%
50	CE	Celanese CORP	Stock-Materials	0.66%	+0.66%	NEW

1–50 of 123

Portfolio Performance

Performance for Q3 2026

-5.5%

Performance Last 4 Quarters

+45%

Based on 78% of reported portfolio value with available pricing

Stdev: +19.3%
Beta: +0.78
Alpha: +13.2%
Max Drawdown: -7.7%
Annualized Perf: +29.3%
Batting Avg vs S&P: +58.3%
Sortino: +3.57
Stutzer: +0.44
Treynor: +0.35
Sterling: +1.71
Calmar: +3.8
Information Ratio: +0.56
Tracking Error: +16.5%
Stdev Down: +7.8%
Winning Months %: +61.1%
Losing Months %: +38.9%
Best 12 Months: +86.8%
Worst 12 Months: +7.6%
Efficiency Ratio: +0.7
Sharpe: +1.44
Stdev Sectors: +12.3%
Skewness: +0.51
Kurtosis: -0.31
Upside Potential: +5.36

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	123	$922.6M	78	1TDW 2CNR 3LMT Top holdings2026-03-31 1.TDW 2.CNR 3.LMT 4.NTR 5.CNQ 6.03674x 7.SU 8.SLB 9.OII 10.75281a
2025-12-31	102	$560.2M	40	1BRKR 2CNQ 3LMT Top holdings2025-12-31 1.BRKR 2.CNQ 3.LMT 4.NXE 5.TMQ 6.ALB 7.AGI 8.CCJ 9.AEM 10.G33856
2025-09-30	86	$436.0M	67	1TMQ 2NXE 3LMT Top holdings2025-09-30 1.TMQ 2.NXE 3.LMT 4.BRKR 5.CCJ 6.AEM 7.AGI 8.CNQ 9.BG 10.G33856
2025-06-30	62	$303.3M	0	1NXE 2CCJ 3VIRT Top holdings2025-06-30 1.NXE 2.CCJ 3.VIRT 4.TMQ 5.AGI 6.BG 7.LMT 8.AEM 9.128246 10.G33856
2025-03-31	59	$277.2M	100	1TMQ 2AGI 3VIRT Top holdings2025-03-31 1.TMQ 2.AGI 3.VIRT 4.G33856 5.BG 6.LMT 7.CCJ 8.AEM 9.CNQ 10.BRK-B
2024-12-31	55	$246.8M	0	1VIRT 2CCJ 3LMT Top holdings2024-12-31 1.VIRT 2.CCJ 3.LMT 4.AGI 5.CNQ 6.LMNR 7.GMED 8.BG 9.UHAL 10.TMQ
2024-09-30	58	$258.6M	0	1VIRT 2LMT3G33856 Top holdings2024-09-30 1.VIRT 2.LMT 3.G33856 4.CCJ 5.ABX 6.LMNR 7.CNQ 8.BG 9.UHAL 10.AGI
2024-06-30	58	$226.7M	0	1LMNR 2VIRT 3ENVX Top holdings2024-06-30 1.LMNR 2.VIRT 3.ENVX 4.CCJ 5.BG 6.ABX 7.LMT 8.SMRT 9.GMED 10.CDRE
2024-03-31	53	$197.8M	0	1ABX 2LMNR 3VIRT Top holdings2024-03-31 1.ABX 2.LMNR 3.VIRT 4.SMRT 5.BG 6.LMT 7.CCJ 8.CNQ 9.UHAL 10.GMED
2023-12-31	39	$194.5M	0	1ABX 2LMNR 3NXE Top holdings2023-12-31 1.ABX 2.LMNR 3.NXE 4.CCJ 5.SMRT 6.LMT 7.LEU 8.BG 9.VIRT 10.ENVX
2023-09-30	42	$198.1M	0	1NXE 2LEU 3CCJ Top holdings2023-09-30 1.NXE 2.LEU 3.CCJ 4.ABX 5.LMNR 6.VIRT 7.LMT 8.UHAL 9.SMRT 10.ENVX
2023-06-30	42	$191.1M	0	1ABX 2NXE 3CCJ Top holdings2023-06-30 1.ABX 2.NXE 3.CCJ 4.LMNR 5.SMRT 6.LMT 7.VIRT 8.ENVX 9.UHAL 10.BG
2023-03-31	56	$185.8M	0	1ABX 2LMNR 3LMT Top holdings2023-03-31 1.ABX 2.LMNR 3.LMT 4.NXE 5.CCJ 6.VIRT 7.SMRT 8.BG 9.UHAL 10.489398
2022-12-31	42	$159.9M	0	1NXE 2ABX 3LMT Top holdings2022-12-31 1.NXE 2.ABX 3.LMT 4.LMNR 5.CCJ 6.AEM 7.BG 8.489398 9.VIRT 10.SMRT
2022-09-30	41	$141.2M	0	1ABX 2CCJ 3NXE Top holdings2022-09-30 1.ABX 2.CCJ 3.NXE 4.LMT 5.LMNR 6.AEM 7.BG 8.489398 9.VIRT 10.UUUU
2022-06-30	42	$143.0M	0	1AEM 2NXE 3LMT Top holdings2022-06-30 1.AEM 2.NXE 3.LMT 4.489398 5.CCJ 6.BG 7.VIRT 8.LMNR 9.FLGT 10.SMRT
2022-03-31	40	$186.0M	0	1AEM 2NXE 3CCJ Top holdings2022-03-31 1.AEM 2.NXE 3.CCJ 4.VIRT 5.489398 6.LMT 7.BG 8.LMNR 9.NG 10.LEU
2021-12-31	48	$204.1M	0	1TSLA 2NMI1EUR 3NXE Top holdings2021-12-31 1.TSLA 2.NMI1EUR 3.NXE 4.CCJ 5.VIRT 6.LMT 7.489398 8.BG 9.LEU 10.UUUU
2021-09-30	58	$383.2M	0	1IWM 2QQQ 3LEU Top holdings2021-09-30 1.IWM 2.QQQ 3.LEU 4.NXE 5.CVNA 6.RFL 7.NMI1EUR 8.UUUU 9.CCJ 10.DNN
2021-06-30	61	$483.7M	100	1QQQ 2IWM 3RFL Top holdings2021-06-30 1.QQQ 2.IWM 3.RFL 4.CVNA 5.NXE 6.LEU 7.VIRT 8.NMI1EUR 9.LMT 10.UUUU
2021-03-31	66	$478.1M	95	1QQQ 2IWM 3RFL Top holdings2021-03-31 1.QQQ 2.IWM 3.RFL 4.VIRT 5.LMT 6.NXE 7.LEU 8.UUUU 9.NMI1EUR 10.13321l
2020-12-31	60	$441.3M	47	1QQQ 2SPY 3SBUX Top holdings2020-12-31 1.QQQ 2.SPY 3.SBUX 4.TSLA 5.13321l 6.UUUU 7.LEU 8.NXE 9.RFL 10.GDX
2020-09-30	57	$434.0M	74	1SPY 2QQQ 3SBUX Top holdings2020-09-30 1.SPY 2.QQQ 3.SBUX 4.TSLA 5.13321l 6.FND 7.GDX 8.NXE 9.RFL 10.UUUU
2020-06-30	56	$337.8M	97	1QQQ 2SPY 3CMG Top holdings2020-06-30 1.QQQ 2.SPY 3.CMG 4.13321l 5.GDX 6.ABX 7.VIRT 8.LEU 9.RFL 10.UUUU
2020-03-31	54	$133.0M	99	1GDX213321l3QQQ Top holdings2020-03-31 1.GDX 2.13321l 3.QQQ 4.ABX 5.SPY 6.VIRT 7.RFL 8.UUUU 9.LEU 10.FLGT
2019-12-31	68	$271.6M	72	1TSLA 2SPY 3QQQ Top holdings2019-12-31 1.TSLA 2.SPY 3.QQQ 4.RFL 5.ABX 6.TQQQ 7.UUUU 8.FLGT 9.VIRT 10.66987e
2019-09-30	65	$170.5M	59	1SPY 2RFL 3ABX Top holdings2019-09-30 1.SPY 2.RFL 3.ABX 4.252406 5.13321l 6.UUUU 7.NXE 8.FLGT 9.VIRT 10.489398
2019-06-30	73	$212.4M	45	1TSLA 2RFL 3ABX Top holdings2019-06-30 1.TSLA 2.RFL 3.ABX 4.UUUU 5.13321l 6.NXE 7.252406 8.66987e 9.VIRT 10.489398
2019-03-31	74	$276.7M	47	1TSLA 2ABX313321l Top holdings2019-03-31 1.TSLA 2.ABX 3.13321l 4.UUUU 5.RFL 6.VIRT 7.252406 8.GDX 9.489398 10.66987e
2018-12-31	84	$371.0M	100	1TSLA 2VIRT 3ABX Top holdings2018-12-31 1.TSLA 2.VIRT 3.ABX 4.13321l 5.252406 6.489398 7.ABT 8.GDX 9.66987e 10.LNG
2018-09-30	86	$242.2M	47	1TQQQ281369y3QQQ Top holdings2018-09-30 1.TQQQ 2.81369y 3.QQQ 4.CRREUR 5.13321l 6.VIRT 7.ABX 8.489398 9.CRZOEUR 10.ABT
2018-06-30	76	$199.0M	55	1CRREUR 2QQQ313321l Top holdings2018-06-30 1.CRREUR 2.QQQ 3.13321l 4.ABX 5.CRZOEUR 6.380956 7.489398 8.ENPH 9.LNG 10.VIRT
2018-03-31	81	$173.5M	52	13809562VIRT313321l Top holdings2018-03-31 1.380956 2.VIRT 3.13321l 4.CRREUR 5.ENPH 6.489398 7.LNG 8.GDX 9.66987e 10.03674x
2017-12-31	73	$175.6M	34	1LNG 2PBF 3ABT Top holdings2017-12-31 1.LNG 2.PBF 3.ABT 4.13321l 5.VIRT 6.ABX 7.CHKEUR 8.LGFEUR 9.380956 10.FCX
2017-09-30	66	$190.4M	27	1ABX 2PBF 3ABT Top holdings2017-09-30 1.ABX 2.PBF 3.ABT 4.CHKEUR 5.SHLDEUR 6.13321l 7.LNG 8.VIRT 9.527288 10.LGFEUR
2017-06-30	67	$187.4M	36	1ABT 2ABX 3PBF Top holdings2017-06-30 1.ABT 2.ABX 3.PBF 4.SHLDEUR 5.LNG 6.13321l 7.VIRT 8.527288 9.492515 10.FWONKUSD
2017-03-31	61	$188.4M	57	1ABX 2ABT 3PBF Top holdings2017-03-31 1.ABX 2.ABT 3.PBF 4.CHKEUR 5.LNG 6.13321l 7.812350 8.527288 9.SHLDEUR 10.FWONKUSD
2016-12-31	55	$163.7M	47	1NGDN 2ABT 3PBF Top holdings2016-12-31 1.NGDN 2.ABT 3.PBF 4.CHKEUR 5.IBM 6.NMIH 7.LNG 8.527288 9.FCX 10.13321l
2016-09-30	50	$137.5M	37	1PBF 2SHLDEUR 3IBM Top holdings2016-09-30 1.PBF 2.SHLDEUR 3.IBM 4.NGDN 5.LNG 6.527288 7.NMIH 8.BRK-B 9.CHKEUR 10.CVX
2016-06-30	57	$137.0M	31	1SHLDEUR 2CVX 3IBM Top holdings2016-06-30 1.SHLDEUR 2.CVX 3.IBM 4.NGDN 5.527288 6.LNG 7.BRK-B 8.66987e 9.FCX 10.CHKEUR
2016-03-31	60	$119.4M	51	1IBM 2SHLDEUR3527288 Top holdings2016-03-31 1.IBM 2.SHLDEUR 3.527288 4.NGDN 5.BRK-B 6.MSFT 7.FCX 8.AEP 9.66987e 10.CVX
2015-12-31	66	$110.8M	30	1SHLDEUR25272883BAC Top holdings2015-12-31 1.SHLDEUR 2.527288 3.BAC 4.66987e 5.MSFT 6.AEP 7.DNOW 8.NGDN 9.IBM 10.LYV
2015-09-30	73	$131.5M	31	1MSFT 2SHLDEUR 3IBM Top holdings2015-09-30 1.MSFT 2.SHLDEUR 3.IBM 4.527288 5.CHKEUR 6.BAC 7.66987e 8.NMIH 9.AEP 10.FCX
2015-06-30	75	$143.7M	25	15272882IBM 3MSFT Top holdings2015-06-30 1.527288 2.IBM 3.MSFT 4.CHKEUR 5.SHLDEUR 6.BAC 7.AEP 8.NMIH 9.66987e 10.AN
2015-03-31	79	$148.7M	28	1SHLDEUR25272883IBM Top holdings2015-03-31 1.SHLDEUR 2.527288 3.IBM 4.MSFT 5.BAC 6.CHKEUR 7.AN 8.AEP 9.USA 10.66987e
2014-12-31	82	$161.7M	37	15272882SHLDEUR 3CHKEUR Top holdings2014-12-31 1.527288 2.SHLDEUR 3.CHKEUR 4.BAC 5.IBM 6.MSFT 7.AN 8.LYV 9.NMIH 10.66987e
2014-09-30	82	$158.7M	31	15272882SHLDEUR 3FCX Top holdings2014-09-30 1.527288 2.SHLDEUR 3.FCX 4.MSFT 5.BAC 6.CHKEUR 7.LYV 8.AN 9.AEP 10.ENOV
2014-06-30	80	$168.2M	19	1SHLDEUR25272883CHKEUR Top holdings2014-06-30 1.SHLDEUR 2.527288 3.CHKEUR 4.FCX 5.MSFT 6.USA 7.AN 8.SHOSUSD 9.ENOV 10.LYV
2014-03-31	83	$160.7M	27	1SHLDEUR25272883CHKEUR Top holdings2014-03-31 1.SHLDEUR 2.527288 3.CHKEUR 4.FCX 5.MSFT 6.SHOSUSD 7.USA 8.AN 9.ENOV 10.NMIH
2013-12-31	84	$165.7M	55	1SHLDEUR 2FCX 3CHKEUR Top holdings2013-12-31 1.SHLDEUR 2.FCX 3.CHKEUR 4.527288 5.USA 6.SHOSUSD 7.ENOV 8.MSFT 9.LYV 10.AN
2013-09-30	81	$210.0M	34	1SPY25272883SHLDEUR Top holdings2013-09-30 1.SPY 2.527288 3.SHLDEUR 4.USA 5.LYV 6.CHKEUR 7.MSFT 8.FCX 9.ENOV 10.SHOSUSD
2013-06-30	79	$203.7M	—	1SPY 2SHLDEUR 3SHOSUSD Top holdings2013-06-30 1.SPY 2.SHLDEUR 3.SHOSUSD 4.527288 5.AN 6.USA 7.LYV 8.ENOV 9.ASCMA 10.WMT

Holding changes this quarter

Old West Investment Management, LLC's most significant position changes for 2026-03-31: New buy: Nutrien LTD (NTR); New buy: Antero Resources Corporation; New buy: Range Resources Corporation; New buy: Air Products & Chemicals INC (APD); New buy: Cf Industries Holdings INC (CF).

Position changes disclosed by Old West Investment Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	TDW	Tidewater INC	+3%	+419.64%	Add
2	SLB	Slb LTD	+2.4%	+830.63%	Add
3	SU	Suncor Energy INC	+1.9%	+210.70%	Add
4	NOC	Northrop Grumman CORP	+1.9%	+1447.13%	Add
5	CNR	Core Natural Resources INC	+1.6%	+160.02%	Add
6	RIO	Rio Tinto Plc-spon Adr	+1%	+735.87%	Add
7	BA	Boeing Co/the	+1%	+2838.28%	Add
8	NE	Noble Corporation plc	+0.7%	+163.12%	Add
9	PBR	Petroleo Brasileiro-spon Adr	+0.6%	+337.78%	Add
10	CC	Chemours Co/the	+0.6%	+313.98%	Add
11	OII	Oceaneering Intl INC	+0.4%	+28.33%	Add
12	VIRT	Virtu Financial Inc-class A	-0.4%	+4.78%	Add
13	ASML	ASML Holding N.V.	-0.5%	+3.88%	Add
14	UHAL	U-haul Holding Co	-1%	-48.28%	Trim
15	SSNC	Ss&c Technologies Holdings	-1.2%	-20.29%	Trim
16	ELAN	Elanco Animal Health INC	-1.3%	-41.89%	Trim
17	LMT	Lockheed Martin CORP	-1.4%	-8.22%	Trim
18	OMEX	Odyssey Marine Exploration	-1.5%	-13.16%	Trim
19	AGI	Alamos Gold Inc-class A	-1.8%	-33.35%	Trim
20	BLDR	Builders Firstsource INC	-1.9%	-65.68%	Trim
21	AEM	Agnico Eagle Mines LTD	-1.9%	-44.65%	Trim
22	BRKR	Bruker CORP	-3.3%	-6.39%	Trim
23	NTR	Nutrien LTD	—	NEW	New buy
24	✓	Antero Resources Corporation	—	NEW	New buy
25	✓	Range Resources Corporation	—	NEW	New buy
26	APD	Air Products & Chemicals INC	—	NEW	New buy
27	CF	Cf Industries Holdings INC	—	NEW	New buy
28	TMC	Tmc THE Metals Co INC	—	EXIT	Sold out
29	VNOM	Viper Energy Inc-cl A	—	NEW	New buy
30	DOW	Dow INC	—	NEW	New buy
31	LYB	LyondellBasell Industries N.V.	—	NEW	New buy
32	GEV	GE Vernova INC	—	NEW	New buy
33	FMC	Fmc CORP	—	NEW	New buy
34	UNP	Union Pacific CORP	—	NEW	New buy
35	SWKS	Skyworks Solutions INC	—	NEW	New buy
36	HCC	Warrior Met Coal INC	—	EXIT	Sold out
37	AR	Antero Resources CORP	—	EXIT	Sold out
38	✓	Globalfoundries Inc	—	NEW	New buy
39	CE	Celanese CORP	—	NEW	New buy
40	OLN	Olin CORP	—	NEW	New buy
41	✓	Tmc THE Metals Co INC F	—	NEW	New buy
42	✓		—	EXIT	Sold out
43	HUN	Huntsman CORP	—	NEW	New buy
44	CSX	Csx CORP	—	NEW	New buy
45	✓	Energy Transfer LP	—	NEW	New buy
46	CNI	Canadian Natl Railway Co	—	NEW	New buy
47	NSC	Norfolk Southern CORP	—	NEW	New buy
48	✓	Canadien Pacifique Kansas City	—	NEW	New buy
49	MOS	Mosaic Co/the	—	NEW	New buy
50	ET	Energy Transfer LP	—	EXIT	Sold out

FAQ

What is Old West Investment Management, LLC and what type of investor is it?

Old West Investment Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $922.6M, spread across 123 disclosed positions.

What are Old West Investment Management, LLC's largest equity positions?

Based on the latest 13F filing, Old West Investment Management, LLC's top holdings by market value are: 1. Tidewater INC (TDW) — $34.3M (3.7%) 2. Core Natural Resources INC (CNR) — $30.7M (3.3%) 3. Lockheed Martin CORP (LMT) — $29.8M (3.2%) 4. Nutrien LTD (NTR) — $29.5M (3.2%) 5. Canadian Natural Resources (CNQ) — $27.7M (3.0%)

What changes did Old West Investment Management, LLC make in its most recent portfolio filing?

In the latest reported quarter, Old West Investment Management, LLC made 50 notable position adjustments: 23 new positions were initiated, 13 existing holdings were added to, 9 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: Nutrien LTD (NTR); New buy: Antero Resources Corporation; New buy: Range Resources Corporation; New buy: Air Products & Chemicals INC (APD); New buy: Cf Industries Holdings INC (CF)

What sectors does Old West Investment Management, LLC focus on?

Old West Investment Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Energy: 37.9% • Materials: 26.3% • Industrials: 14.6% • Information Technology: 8.9% • Health Care: 5.2% • Financials: 4.8%