OWIM

Old West Investment Management Portfolio holdings

AUM $436M
1-Year Est. Return 52.19%
This Quarter Est. Return
1 Year Est. Return
+52.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.06M
3
+$2.56M
4
CHK
Chesapeake Energy Corporation
CHK
+$2.16M
5
MUX icon
McEwen Inc
MUX
+$1.9M

Top Sells

1
+$2.89M
2
+$2.81M
3
+$2.52M
4
ASCMA
Ascent Capital Group, Inc. Series A
ASCMA
+$1.94M
5
FWONA icon
Liberty Media Series A
FWONA
+$1.66M

Sector Composition

1 Consumer Discretionary 19.34%
2 Financials 13.29%
3 Energy 13.25%
4 Materials 12.01%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.78%
+84,233
27
$1.28M 0.77%
100,962
-817
28
$1.24M 0.75%
30,933
+1,773
29
$1.22M 0.74%
47,000
30
$1.21M 0.73%
17,487
+891
31
$1.18M 0.71%
20,000
32
$1.16M 0.7%
14,533
+7,778
33
$1.08M 0.65%
206,310
+41,595
34
$1.08M 0.65%
30,000
35
$1.05M 0.63%
17,000
-8,000
36
$1.04M 0.63%
216,459
+26,778
37
$1.02M 0.62%
20,000
38
$1.01M 0.61%
40,234
-862
39
$968K 0.58%
11,542
-280
40
$956K 0.58%
64,236
-21,880
41
$922K 0.56%
13,140
-196
42
$915K 0.55%
63,667
-326
43
$882K 0.53%
15,377
-216
44
$846K 0.51%
14,309
-122
45
$840K 0.51%
16,459
-8,394
46
$837K 0.51%
32,207
+10,934
47
$835K 0.5%
+65,643
48
$824K 0.5%
6,951
-48
49
$809K 0.49%
73,265
50
$787K 0.48%
131,666
+72,628
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2
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