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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 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KEYS KEYSIGHT TECHNOLOGIES INC Technology 14,775.0 $5.2M 0.55% $350.07 +3.2%
62 WOLF WOLFSPEED INC Technology 106,661.0 $5.1M 0.55% NEW $48.25 -27.5%
63 CANADIAN PACIFIC KANSAS CITY 58,985.0 $5.1M 0.54% NEW $86.65
64 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10,083.0 $5.1M 0.54% +8K +362.5% $501.36 +16.8%
65 CAT CATERPILLAR INC Industrials 4,458.0 $4.7M 0.50% $1064.90 -17.2%
66 VECO VEECO INSTRS INC DEL Technology 62,423.0 $4.7M 0.50% -9K -12.6% $75.80 -28.2%
67 TECK TECK RESOURCES LTD Basic Materials 76,133.0 $4.5M 0.48% NEW $59.46 +9.0%
68 NSC NORFOLK SOUTHN CORP Industrials 14,315.0 $4.5M 0.48% NEW $314.59 +8.4%
69 CRK COMSTOCK RES INC Energy 275,083.0 $4.1M 0.43% NEW $14.92 -9.2%
70 BAC BANK OF AMER CORP Financial Services 71,334.0 $4.1M 0.43% $56.98 +12.1%
71 COHR COHERENT CORP Technology 10,000.0 $3.9M 0.42% $394.47 -11.0%
72 MKSI MKS INC. Technology 8,790.0 $3.9M 0.41% -8K -46.2% $444.80 -27.9%
73 OMEX ODYSSEY MARINE EXPL INC Industrials 4,502,674.0 $3.8M 0.41% -994K -18.1% $0.85 +0.7%
74 GLNG GOLAR LNG LTD Energy 76,478.0 $3.8M 0.40% +17K +29.1% $49.84 +5.3%
75 LITHIUM AMERS CORP NEW 890,484.0 $3.4M 0.36% +83K +10.3% $3.85
76 AME AMETEK INC Industrials 12,970.0 $3.1M 0.33% $241.94 +5.1%
77 TDY TELEDYNE TECHNOLOGIES INC Technology 4,260.0 $2.8M 0.30% $666.90 +1.6%
78 AAPL APPLE INC Technology 9,685.0 $2.8M 0.30% -3K -24.5% $289.36 +5.6%
79 VALE VALE S A Basic Materials 171,456.0 $2.6M 0.27% +79K +86.2% $15.04 -8.6%
80 ATI ATI INC Industrials 12,555.0 $2.5M 0.26% $197.10 +17.6%
Page 4 of 7  ·  124 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%