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OWIM

Old West Investment Management Portfolio holdings

AUM $944M
1-Year Est. Return 90.26%
This Fund
S&P 500
This Quarter Est. Return
+26.04%
1 Year Est. Return
+90.26%
3 Year Est. Return
+241.83%
5 Year Est. Return
+309.23%
10 Year Est. Return
+2,275.15%
AUM
$923M
AUM Growth
+$362M
Cap. Flow
+$249M
Cap. Flow %
26.98%
Top 10 Hldgs %
30.42%
Holding
129
New
27
Increased
37
Reduced
30
Closed
6

Top Buys

Rank Stock Value
1
NTR icon
Nutrien
NTR
+$27.8M
2
TDW icon
Tidewater
TDW
+$23M
3
APD icon
Air Products & Chemicals
APD
+$22.6M
4
SLB icon
SLB Ltd
SLB
+$21.3M
5
RRC icon
Range Resources
RRC
+$20.6M

Top Sells

Rank Stock Value
1
AEM icon
Agnico Eagle Mines
AEM
+$9.96M
2
NXE icon
NexGen Energy
NXE
+$9.26M
3
BLDR icon
Builders FirstSource
BLDR
+$8.63M
4
ALB icon
Albemarle
ALB
+$8.36M
5
CNQ icon
Canadian Natural Resources
CNQ
+$8.19M

Sector Composition

Rank Sector Weight
1 Energy 36.02%
2 Materials 29.75%
3 Industrials 14.03%
4 Technology 9.09%
5 Healthcare 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEM icon
26
Agnico Eagle Mines
AEM
$91.4B
$12M 1.3%
59,309
-47,843
-45% -$9.96M
RIO icon
27
Rio Tinto
RIO
$166B
$11.1M 1.2%
118,777
+104,567
+736% +$9.53M
VNOM icon
28
Viper Energy
VNOM
$15.3B
$10.9M 1.18%
+231,780
New +$9.94M
NE icon
29
Noble Corp
NE
$6.95B
$10.4M 1.12%
211,424
+131,070
+163% +$5.35M
DOW icon
30
Dow Inc
DOW
$22.1B
$10.3M 1.11%
+246,526
New +$7.82M
LYB icon
31
LyondellBasell Industries
LYB
$20.2B
$10.3M 1.11%
+127,282
New +$7.55M
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.14T
$10.2M 1.11%
21,351
+904
+4% +$444K
GEV icon
33
GE Vernova
GEV
$264B
$9.44M 1.02%
+10,815
New +$8.44M
BA icon
34
Boeing
BA
$184B
$9.33M 1.01%
46,895
+45,299
+2,838% +$10.3M
FMC icon
35
FMC
FMC
$1.31B
$9M 0.98%
+522,549
New +$7.81M
UNP icon
36
Union Pacific
UNP
$174B
$8.96M 0.97%
+36,925
New +$9.04M
FCX icon
37
Freeport-McMoran
FCX
$98.7B
$8.96M 0.97%
152,387
+29,281
+24% +$1.77M
SWKS icon
38
Skyworks Solutions
SWKS
$10.4B
$8.35M 0.9%
+155,869
New +$9.07M
WFRD icon
39
Weatherford International
WFRD
$6.66B
$7.84M 0.85%
82,899
-3,877
-4% -$365K
AMR icon
40
Alpha Metallurgical Resources
AMR
$1.95B
$7.49M 0.81%
36,475
+7,572
+26% +$1.53M
VRT icon
41
Vertiv
VRT
$104B
$7.22M 0.78%
28,833
-13,560
-32% -$3.01M
PBR icon
42
Petrobras
PBR
$118B
$7.09M 0.77%
341,645
+263,605
+338% +$4.22M
CC icon
43
Chemours
CC
$2.2B
$6.99M 0.76%
317,329
+240,676
+314% +$4.19M
ELAN icon
44
Elanco Animal Health
ELAN
$11.1B
$6.94M 0.75%
290,156
-209,192
-42% -$5.11M
SSNC icon
45
SS&C Technologies
SSNC
$18.7B
$6.79M 0.74%
100,419
-25,564
-20% -$1.97M
GFS icon
46
GlobalFoundries
GFS
$27.5B
$6.72M 0.73%
+151,125
New +$6.66M
PBF icon
47
PBF Energy
PBF
$7.86B
$6.7M 0.73%
140,690
– –
VAL icon
48
Valaris
VAL
$5.94B
$6.59M 0.71%
67,190
-7,958
-11% -$620K
GMED icon
49
Globus Medical
GMED
$11.7B
$6.26M 0.68%
72,672
-28,845
-28% -$2.59M
CE icon
50
Celanese
CE
$4.88B
$6.1M 0.66%
+92,769
New +$4.84M
1
2
3 4 5

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Old West Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Old West Investment Management held 129 positions worth $923M, up 65% from $560M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Old West Investment Management deployed $249M of net new capital in Q1 2026, opening 27 new positions and adding to 37 existing holdings. Its largest new stake was Nutrien: 390,348 shares worth $29.5M.

By sector, the portfolio is most concentrated in Energy at 36% of assets, up from 25% a quarter earlier, followed by Materials and Industrials.

On the sell side, the largest reduction was Agnico Eagle Mines, an estimated $9.96M trimmed.

  • Old West Investment Management's largest Q1 2026 buy was Nutrien: 390,348 shares worth $29.5M.
  • Old West Investment Management added most to Tidewater in Q1 2026, an estimated $23M increase.
  • Old West Investment Management's biggest Q1 2026 reduction was Agnico Eagle Mines, cutting an estimated $9.96M.
  • Old West Investment Management fully exited Warrior Met Coal in Q1 2026, selling an estimated $7.04M.
  • Old West Investment Management's ten largest holdings make up 30% of its $923M portfolio in Q1 2026.
  • Old West Investment Management opened 27 new positions and closed 6 in Q1 2026.
  • Old West Investment Management's portfolio value rose 65% quarter-over-quarter to $923M.

Based on Old West Investment Management's 13F filing for Q1 2026, filed 12 May 2026.