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Old West Investment Management, LLC 13F holdings

Filed 2026-08-06 · Old West Investment Management, LLC · 124 positions · $944.2M

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TickerCompanySharesValue% of portfolio
BRKRBRUKER CORP667.1K$40.1M4.3%
OIIOCEANEERING INTL INC693.5K$28.1M3.0%
TDWTIDEWATER INC NEW393.8K$26.2M2.8%
LMTLOCKHEED MARTIN CORP48.4K$24.7M2.6%
ILMNILLUMINA INC127.8K$22.5M2.4%
SUSUNCOR ENERGY INC NEW418.3K$22.5M2.4%
SLBSLB LIMITED479.5K$22.3M2.4%
CNQCANADIAN NAT RES LTD MED TER557.0K$22.0M2.3%
ASMLASML HLDG NV11.0K$21.9M2.3%
TMQTRILOGY METALS INC NEW6.1M$21.4M2.3%
SWKSSKYWORKS SOLUTIONS INC295.1K$20.0M2.1%
CCJCAMECO CORP193.7K$19.7M2.1%
NXENEXGEN ENERGY LTD2.0M$19.1M2.0%
ARAntero Resources Corporation533.4K$18.7M2.0%
NOKNOKIA CORP1.4M$18.1M1.9%
CNRCORE NATURAL RESOURCES INC219.9K$17.6M1.9%
ACLSAXCELIS TECHNOLOGIES INC90.3K$17.1M1.8%
NTRNUTRIEN LTD259.0K$16.3M1.7%
APDAIR PRODUCTS AND CHEMICALS I55.1K$16.1M1.7%
CHTREXPAND ENERGY CORPORATION174.7K$15.9M1.7%
EQTEQT CORP297.5K$15.8M1.7%
BABOEING CO69.5K$15.0M1.6%
—BUNGE GLOBAL SA135.8K$14.5M1.5%
UNPUNION PAC CORP52.9K$14.4M1.5%
RIORIO TINTO PLC145.7K$13.8M1.5%
—FERROGLOBE PLC4.2M$13.4M1.4%
FLRFLUOR CORP254.8K$13.3M1.4%
FCXFREEPORT MCMORAN INC209.1K$13.2M1.4%
RRCRange Resources Corp344.8K$12.8M1.4%
ALBALBEMARLE CORP94.4K$12.7M1.3%
GEVGE VERNOVA INC10.8K$12.7M1.3%
CFCF INDUSTRIES HOLD115.6K$12.5M1.3%
AAALCOA CORP236.7K$12.3M1.3%
NOCNORTHROP GRUMMAN CORP24.2K$12.3M1.3%
BRK-BBERKSHIRE HATHAWAY INC DEL22.3K$11.2M1.2%
IPXIPERIONX LTD345.2K$10.3M1.1%
VRTVERTIV HOLDINGS CO30.5K$10.2M1.1%
AGIALAMOS GOLD INC335.9K$10.2M1.1%
AEMAGNICO EAGLE MINES LTD64.4K$10.0M1.1%
AMRALPHA METALLURGICAL RESOUR I60.2K$9.9M1.1%
IPGPIPG PHOTONICS CORP81.2K$9.5M1.0%
—GLOBALFOUNDRIES INC ORDINARY S113.9K$9.4M1.0%
—NOBLE CORP PLC215.2K$8.0M0.8%
DOWDOW HLDGS INC280.8K$7.7M0.8%
NVTSNAVITAS SEMICONDUCTOR CORP427.3K$7.7M0.8%
CCCHEMOURS CO348.5K$7.2M0.8%
—WEATHERFORD INTL PLC84.5K$6.9M0.7%
—LYONDELLBASELL INDUSTRIES NV127.3K$6.7M0.7%
AMATAPPLIED MATLS INC9.2K$6.7M0.7%
OLNOLIN CORP323.9K$6.4M0.7%
PBFPBF ENERGY INC140.7K$6.4M0.7%
FFORD MTR CO459.9K$6.4M0.7%
EWBCEAST WEST BANCORP INC47.8K$6.2M0.7%
ALMALMONTY INDS INC356.1K$5.9M0.6%
CLFCLEVELAND-CLIFFS INC NEW616.0K$5.8M0.6%
CSXCSX CORP118.9K$5.7M0.6%
CECELANESE CORP DEL122.5K$5.6M0.6%
PBR-APETROLEO BRASILEIRO S A341.6K$5.5M0.6%
CNICANADIAN NATL RY CO46.2K$5.5M0.6%
TMCTMC The Metals Co Inc.1.2M$5.3M0.6%
Top Fund Holdings
13F
Top Fund Holdings

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