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
$137M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$4.34M
3
+$3.94M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.49M
5
UAA icon
Under Armour
UAA
+$1.44M

Top Sells

1
+$961K
2
+$848K
3
+$844K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$788K
5
BPY
Brookfield Property Partners L.P. Limited Partnership Units
BPY
+$708K

Sector Composition

1 Energy 19.81%
2 Materials 18.65%
3 Financials 15.25%
4 Consumer Discretionary 13.78%
5 Technology 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.94%
108,785
+2,250
27
$1.28M 0.94%
96,724
+2,258
28
$996K 0.73%
20,000
29
$977K 0.71%
43,081
+4,193
30
$966K 0.71%
20,579
+410
31
$880K 0.64%
21,725
+328
32
$841K 0.61%
31,208
-10,831
33
$835K 0.61%
126,230
-1,390
34
$812K 0.59%
50,000
35
$790K 0.58%
29,015
+337
36
$738K 0.54%
15,673
-5,090
37
$694K 0.51%
+29,553
38
$693K 0.51%
8,316
+144
39
$680K 0.5%
25,414
-104
40
$633K 0.46%
94,024
+19,874
41
$552K 0.4%
+14,355
42
$551K 0.4%
22,685
+5,074
43
$545K 0.4%
19,038
-1,849
44
$459K 0.34%
24,224
+222
45
$412K 0.3%
15,472
+250
46
$411K 0.3%
102,830
-173
47
$380K 0.28%
19,490
+416
48
$331K 0.24%
+31,473
49
$330K 0.24%
20,116
+217
50
$323K 0.24%
34,634
+1,093
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