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Portfolio (Quarterly) Guide ↗

Old West Investment Management, LLC

· CIK 0001549358
13F Portfolio $436M AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 86 New
Page 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLAGSTAR FINANCIAL INC 270,469.0 $3.1M 0.72% NEW $11.55
42 MUR MURPHY OIL CORP Energy 100,000.0 $2.8M 0.65% NEW $28.41 +33.8%
43 SU SUNCOR ENERGY INC NEW Energy 67,615.0 $2.8M 0.65% NEW $41.81 +61.1%
44 CDRE CADRE HLDGS INC Industrials 75,779.0 $2.8M 0.64% NEW $36.51 -17.0%
45 GNE GENIE ENERGY LTD Utilities 160,600.0 $2.4M 0.55% NEW $14.95 -6.8%
46 NE NOBLE CORP PLC Energy 78,441.0 $2.2M 0.51% NEW $28.28 +83.9%
47 ALMONTY INDS INC 356,146.0 $2.1M 0.49% NEW $6.03
48 CAT CATERPILLAR INC Industrials 4,458.0 $2.1M 0.49% NEW $477.15 +84.4%
49 VECO VEECO INSTRS INC DEL Technology 67,632.0 $2.1M 0.47% NEW $30.43 +95.7%
50 MKSI MKS INC. Technology 15,849.0 $2.0M 0.45% NEW $123.77 +159.0%
51 DNN DENISON MINES CORP Energy 706,698.0 $1.9M 0.45% NEW $2.75 +17.5%
52 AMAT APPLIED MATLS INC Technology 9,200.0 $1.9M 0.43% NEW $204.74 +111.1%
53 GLNG GOLAR LNG LTD Energy 45,652.0 $1.8M 0.42% NEW $40.41 +29.6%
54 IPGP IPG PHOTONICS CORP Technology 20,842.0 $1.7M 0.38% NEW $79.19 +50.3%
55 ACLS AXCELIS TECHNOLOGIES INC Technology 16,268.0 $1.6M 0.36% NEW $97.64 +60.7%
56 MP MP MATERIALS CORP Basic Materials 23,589.0 $1.6M 0.36% NEW $67.07 -3.9%
57 GTLS CHART INDS INC Industrials 5,772.0 $1.2M 0.27% NEW $200.15 +3.9%
58 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,560.0 $1.1M 0.25% NEW $305.41 +2.2%
59 NOC NORTHROP GRUMMAN CORP Industrials 1,780.0 $1.1M 0.25% NEW $609.32 -8.8%
60 COHR COHERENT CORP Technology 10,000.0 $1.1M 0.25% NEW $107.72 +250.5%
Page 3 of 5  ·  86 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 28.2%
Basic Materials 26.4%
Industrials 16.6%
Technology 10.2%
Healthcare 7.3%
Financial Services 5.7%
Consumer Defensive 2.9%
Real Estate 1.9%
Utilities 0.6%
Communication Services 0.2%