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
$250M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.26M
3
+$1.77M
4
NXE icon
NexGen Energy
NXE
+$1.75M
5
VALE icon
Vale
VALE
+$1.6M

Top Sells

1
+$2.57M
2
+$1.81M
3
+$1.13M
4
RFL icon
Rafael Holdings
RFL
+$1.08M
5
UUUU icon
Energy Fuels
UUUU
+$998K

Sector Composition

1 Energy 26.04%
2 Materials 24.48%
3 Real Estate 16.44%
4 Financials 10.19%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.32%
22,693
+292
27
$1.55M 0.32%
28,149
+9,657
28
$1.54M 0.32%
5,557
+283
29
$1.12M 0.23%
+53,941
30
$1.08M 0.22%
9,318
+492
31
$1.04M 0.21%
30,529
32
$1.01M 0.21%
+10,000
33
$970K 0.2%
4,458
34
$934K 0.19%
72,586
+2,243
35
$860K 0.18%
5,000
36
$846K 0.17%
40,869
+1,364
37
$558K 0.12%
1,410
+23
38
$480K 0.1%
10,610
39
$371K 0.08%
+25,000
40
$336K 0.07%
22,660
41
$335K 0.07%
4,000
42
$320K 0.07%
1,339
43
$304K 0.06%
5,100
44
$274K 0.06%
25,000
45
$273K 0.06%
1,952
46
$258K 0.05%
1,334
47
$237K 0.05%
982
48
$65K 0.01%
30,623
49
$23K ﹤0.01%
13,111
50
– –
-12,000
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2
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