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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 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INTC INTEL CORP Technology 3,641.0 $508K 0.05% -3K -45.6% $139.63 -25.9%
22 ELAN ELANCO ANIMAL HEALTH INC Healthcare 9,050.0 $223K 0.02% -490K -98.2% $24.61 -4.1%
23 VIRT VIRTU FINL INC Financial Services 3,737.0 $223K 0.02% -368K -99.0% $59.57 -0.1%
Page 2 of 2  ·  23 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%