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Portfolio (Quarterly) Guide ↗

Old West Investment Management, LLC

· CIK 0001549358
13F Portfolio $944M AUM 124 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 42 New 37 Added 23 Reduced 17 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 OII OCEANEERING INTL INC Energy 693,549.0 $28.1M 2.98% +150K +27.7% $40.52 +29.8%
2 TDW TIDEWATER INC NEW Energy 393,788.0 $26.2M 2.78% +315K +398.8% $66.63 +41.3%
3 ILMN ILLUMINA INC Healthcare 127,804.0 $22.5M 2.38% +105K +456.9% $175.83 +7.7%
4 SU SUNCOR ENERGY INC NEW Energy 418,292.0 $22.5M 2.38% +285K +214.6% $53.68 +24.4%
5 SLB SLB LIMITED Energy 479,478.0 $22.3M 2.36% +427K +807.0% $46.49 +14.9%
6 TMQ TRILOGY METALS INC NEW Basic Materials 6,092,657.0 $21.4M 2.27% +1.4M +30.2% $3.51 +3.0%
7 CNR CORE NATURAL RESOURCES INC Energy 219,914.0 $17.6M 1.86% +107K +95.0% $80.02 +16.1%
8 ACLS AXCELIS TECHNOLOGIES INC Technology 90,334.0 $17.1M 1.81% +72K +400.1% $189.45 -28.4%
9 BA BOEING CO Industrials 69,454.0 $15.0M 1.59% +68K +4251.8% $216.47 +4.0%
10 RIO RIO TINTO PLC Basic Materials 145,736.0 $13.8M 1.47% +132K +925.6% $94.93 +1.9%
11 GSM FERROGLOBE PLC Basic Materials 4,201,296.0 $13.4M 1.42% +403K +10.6% $3.18 +29.7%
12 FLR FLUOR CORP Industrials 254,781.0 $13.3M 1.41% +237K +1306.2% $52.39 +2.7%
13 FCX FREEPORT MCMORAN INC Basic Materials 209,137.0 $13.2M 1.39% +86K +69.9% $62.89 +4.8%
14 AA ALCOA CORP Basic Materials 236,718.0 $12.3M 1.31% +4K +1.8% $52.14 -5.1%
15 NOC NORTHROP GRUMMAN CORP Industrials 24,203.0 $12.3M 1.31% +22K +1259.7% $509.31 +16.1%
16 BERKSHIRE HATHAWAY INC DEL 22,326.0 $11.2M 1.18% +2K +9.2% $500.39
17 AMR ALPHA METALLURGICAL RESOUR I Energy 60,213.0 $9.9M 1.05% +31K +108.3% $164.94 +1.7%
18 IPGP IPG PHOTONICS CORP Technology 81,189.0 $9.5M 1.01% +43K +110.8% $117.32 -29.4%
19 NE NOBLE CORP PLC Energy 215,153.0 $8.0M 0.85% +135K +167.8% $37.30 +21.7%
20 CC CHEMOURS CO Basic Materials 348,549.0 $7.2M 0.76% +272K +354.7% $20.52 -25.5%
Page 1 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 29.4%
Basic Materials 26.2%
Technology 16.4%
Industrials 15.2%
Healthcare 8.1%
Utilities 1.8%
Financial Services 1.4%
Consumer Cyclical 1.1%
Communication Services 0.4%
Real Estate 0.1%