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
+$507K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$1.64M
3
+$1.56M
4
LGF
Lions Gate Entertainment
LGF
+$1.41M
5
AL icon
Air Lease Corp
AL
+$1.38M

Top Sells

1
+$4.84M
2
+$3.66M
3
+$3.62M
4
JEF icon
Jefferies Financial Group
JEF
+$2.34M
5
CHK
Chesapeake Energy Corporation
CHK
+$1.54M

Sector Composition

1 Energy 25.25%
2 Materials 17.12%
3 Financials 17.1%
4 Consumer Discretionary 11.92%
5 Technology 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.1%
96,262
-462
27
$1.44M 1.05%
60,000
-43,956
28
$1.41M 1.02%
+70,451
29
$1.39M 1.01%
105,262
-3,523
30
$1.24M 0.9%
+45,484
31
$1.23M 0.89%
29,000
32
$1.14M 0.83%
138,523
-72,663
33
$1.05M 0.77%
42,678
+13,663
34
$1.01M 0.74%
30,714
+11,676
35
$991K 0.72%
20,000
36
$780K 0.57%
30,185
-1,023
37
$743K 0.54%
15,068
-605
38
$723K 0.53%
136,224
+9,994
39
$545K 0.4%
24,188
-36
40
$535K 0.39%
108,567
+14,543
41
$466K 0.34%
22,847
+162
42
$390K 0.28%
70,968
+48,501
43
$379K 0.28%
35,833
+1,199
44
$361K 0.26%
12,796
+32
45
$351K 0.26%
102,657
-173
46
$344K 0.25%
31,353
-120
47
$316K 0.23%
19,713
+223
48
$272K 0.2%
14,600
49
$227K 0.17%
45,682
-746
50
$67K 0.05%
21,902
+2,476
1
2
3