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Old West Investment Management’s Axcelis ACLS Stock Holding History

Old West Investment Management’s Portfolio ACLS Stock Details ACLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.1M Buy
90,334
+47,853
+113% +$7.1M 1.81% 17
2026
Q1 		$3.95M Buy
42,481
+24,417
+135% +$2.16M 0.43% 66
2025
Q4 		$1.45M Buy
18,064
+1,796
+11% +$150K 0.26% 64
2025
Q3 		$1.59M Buy
+16,268
New +$1.31M 0.36% 55

Other funds holding ACLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Old West Investment Management's ACLS Position: Q2 2026 in Review

Old West Investment Management increased its Axcelis (ACLS) stake by 113% in Q2 2026, buying an estimated $7.1M and bringing the position to 90,334 shares worth $17.1M. The position accounts for 1.81% of the portfolio, ranked #17.

Old West Investment Management first reported a position in ACLS in Q3 2025 and has held it in 4 quarters since. 441 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

  • Old West Investment Management held 90,334 shares of Axcelis worth $17.1M as of Q2 2026.
  • Old West Investment Management bought 47,853 Axcelis shares in Q2 2026, an estimated $7.1M.
  • Axcelis made up 1.81% of Old West Investment Management's portfolio in Q2 2026, its #17 holding.
  • Old West Investment Management first reported a position in Axcelis in Q3 2025 and has held it in 4 quarters since.
  • 441 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on Old West Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.