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OWIM
Old West Investment Management Portfolio holdings
AUM
$923M
1-Year Est. Return
112.31%
This Fund
S&P 500
This Quarter
Est. Return
+26.04%
1 Year Est. Return
+112.31%
3 Year Est. Return
+235.37%
5 Year Est. Return
+311.13%
10 Year Est. Return
+2,202.37%
AUM
$923M
AUM Growth
+$362M
(+65%)
Cap. Flow
+$249M
Cap. Flow
% of AUM
26.98%
Top 10 Holdings %
Top 10 Hldgs %
30.42%
Holding
129
New
27
Increased
37
Reduced
30
Closed
6
Top Buys
| 1 |
Nutrien
NTR
|
+$27.8M |
| 2 |
Tidewater
TDW
|
+$23M |
| 3 |
Air Products & Chemicals
APD
|
+$22.6M |
| 4 |
SLB Ltd
SLB
|
+$21.3M |
| 5 |
Range Resources
RRC
|
+$20.6M |
Top Sells
| 1 |
Agnico Eagle Mines
AEM
|
+$9.96M |
| 2 |
NexGen Energy
NXE
|
+$9.26M |
| 3 |
Builders FirstSource
BLDR
|
+$8.63M |
| 4 |
Albemarle
ALB
|
+$8.36M |
| 5 |
Canadian Natural Resources
CNQ
|
+$8.19M |
Sector Composition
| 1 | Energy | 36.02% |
| 2 | Materials | 29.75% |
| 3 | Industrials | 14.03% |
| 4 | Technology | 9.09% |
| 5 | Healthcare | 4.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Agnico Eagle Mines
AEM
$71.1B
| $12M | 1.3% |
59,309
-47,843
| -45% | -$9.96M |
|
27
Rio Tinto
RIO
$152B
| $11.1M | 1.2% |
118,777
+104,567
| +736% | +$9.53M |
|
28
Viper Energy
VNOM
$8.46B
| $10.9M | 1.18% |
+231,780
| New | +$9.94M |
|
29
Noble Corp
NE
$6.47B
| $10.4M | 1.12% |
211,424
+131,070
| +163% | +$5.35M |
|
30
Dow Inc
DOW
$21.4B
| $10.3M | 1.11% |
+246,526
| New | +$7.82M |
|
31
LyondellBasell Industries
LYB
$18.7B
| $10.3M | 1.11% |
+127,282
| New | +$7.55M |
|
32
Berkshire Hathaway Class B
BRK.B
$1.05T
| $10.2M | 1.11% |
21,351
+904
| +4% | +$444K |
|
33
GE Vernova
GEV
$284B
| $9.44M | 1.02% |
+10,815
| New | +$8.44M |
|
34
Boeing
BA
$172B
| $9.33M | 1.01% |
46,895
+45,299
| +2,838% | +$10.3M |
|
35
FMC
FMC
$1.36B
| $9M | 0.98% |
+522,549
| New | +$7.81M |
|
36
Union Pacific
UNP
$171B
| $8.96M | 0.97% |
+36,925
| New | +$9.04M |
|
37
Freeport-McMoran
FCX
$87.6B
| $8.96M | 0.97% |
152,387
+29,281
| +24% | +$1.77M |
|
38
Skyworks Solutions
SWKS
$8.65B
| $8.35M | 0.9% |
+155,869
| New | +$9.07M |
|
39
Weatherford International
WFRD
$5.87B
| $7.84M | 0.85% |
82,899
-3,877
| -4% | -$365K |
|
40
Alpha Metallurgical Resources
AMR
$1.94B
| $7.49M | 0.81% |
36,475
+7,572
| +26% | +$1.53M |
|
41
Vertiv
VRT
$117B
| $7.22M | 0.78% |
28,833
-13,560
| -32% | -$3.01M |
|
42
Petrobras
PBR
$115B
| $7.09M | 0.77% |
341,645
+263,605
| +338% | +$4.22M |
|
43
Chemours
CC
$2.78B
| $6.99M | 0.76% |
317,329
+240,676
| +314% | +$4.19M |
|
44
Elanco Animal Health
ELAN
$12.8B
| $6.94M | 0.75% |
290,156
-209,192
| -42% | -$5.11M |
|
45
SS&C Technologies
SSNC
$16.5B
| $6.79M | 0.74% |
100,419
-25,564
| -20% | -$1.97M |
|
46
GlobalFoundries
GFS
$33.7B
| $6.72M | 0.73% |
+151,125
| New | +$6.66M |
|
47
PBF Energy
PBF
$6.95B
| $6.7M | 0.73% |
140,690
| – | – |
|
48
Valaris
VAL
$5.33B
| $6.59M | 0.71% |
67,190
-7,958
| -11% | -$620K |
|
49
Globus Medical
GMED
$10.7B
| $6.26M | 0.68% |
72,672
-28,845
| -28% | -$2.59M |
|
50
Celanese
CE
$5.18B
| $6.1M | 0.66% |
+92,769
| New | +$4.84M |
|
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