OWIM
Old West Investment Management Portfolio holdings
AUM
$303M
1-Year Est. Return
38.78%
1 Year Est. Return
+38.78%
AUM
$277M
AUM Growth
+$30.4M
(+12%)
Holding
65
Top Buys
| 1 | +$7.44M | |
| 2 | +$4.71M | |
| 3 | +$4.43M | |
| 4 |
East-West Bancorp
EWBC
|
+$4.29M |
| 5 |
NexGen Energy
NXE
|
+$4.26M |
Top Sells
| 1 | +$9.87M | |
| 2 | +$1.63M | |
| 3 | +$1.35M | |
| 4 |
Hudbay
HBM
|
+$1.22M |
| 5 |
Ivanhoe Electric
IE
|
+$1.16M |
Sector Composition
| 1 | Materials | 31.7% |
| 2 | Energy | 17.05% |
| 3 | Industrials | 14.16% |
| 4 | Financials | 11.8% |
| 5 | Healthcare | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Albemarle
ALB
$10.9B
| $3.25M | 1.17% |
45,090
+27,545
|
|
||
27
Bank of America
BAC
$376B
| $2.98M | 1.07% |
71,334
+49,908
|
|
||
|
B
28
Barrick Mining
B
$56.9B
| $2.91M | 1.05% |
149,500
|
|
||
29
Apple
AAPL
$3.74T
| $2.87M | 1.03% |
12,914
|
|
||
30
Alpha Metallurgical Resources
AMR
$2B
| $2.86M | 1.03% |
22,848
+10,621
|
|
||
31
Murphy Oil
MUR
$3.98B
| $2.84M | 1.02% |
+100,000
|
|
||
32
Apellis Pharmaceuticals
APLS
$3.1B
| $2.8M | 1.01% |
128,192
+14,569
|
|
||
33
Freeport-McMoran
FCX
$59.1B
| $2.67M | 0.96% |
70,540
+2,707
|
|
||
34
Valaris
VAL
$3.44B
| $2.62M | 0.95% |
66,855
+31,320
|
|
||
35
Tidewater
TDW
$2.39B
| $2.5M | 0.9% |
59,250
+27,210
|
|
||
36
Vertiv
VRT
$66.4B
| $2.46M | 0.89% |
34,005
+1,340
|
|
||
37
Genie Energy
GNE
$413M
| $2.42M | 0.87% |
160,600
|
|
||
38
MP Materials
MP
$14.3B
| $1.9M | 0.68% |
+77,650
|
|
||
39
Peabody Energy
BTU
$3.81B
| $1.55M | 0.56% |
114,486
+57,243
|
|
||
40
ASML
ASML
$400B
| $1.54M | 0.55% |
2,320
+1,070
|
|
||
41
Caterpillar
CAT
$247B
| $1.47M | 0.53% |
+4,458
|
|
||
42
SmartRent
SMRT
$267M
| $1.21M | 0.44% |
1,000,000
|
|
||
43
Bruker
BRKR
$5.61B
| $1.17M | 0.42% |
+27,945
|
|
||
|
LGF.A
44
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $737K | 0.27% |
83,253
+9,389
|
|
||
45
Energy Recovery
ERII
$892M
| $663K | 0.24% |
+41,742
|
|
||
46
Wells Fargo
WFC
$262B
| $577K | 0.21% |
+8,037
|
|
||
47
Clarus
CLAR
$126M
| $570K | 0.21% |
151,965
+41,728
|
|
||
48
Denison Mines
DNN
$2.62B
| $531K | 0.19% |
408,311
-1,042,042
|
|
||
49
Waste Management
WM
$86.8B
| $452K | 0.16% |
+1,952
|
|
||
50
Centrus Energy
LEU
$6.92B
| $376K | 0.14% |
6,042
-4,105
|
|