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
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$11.4M
3
+$11.2M
4
AN icon
AutoNation
AN
+$8.68M
5
FWONA icon
Liberty Media Series A
FWONA
+$8.04M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 35.58%
2 Financials 12.95%
3 Communication Services 10.25%
4 Healthcare 8.93%
5 Energy 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$739K 0.36%
+30,000
52
$732K 0.36%
+29,915
53
$730K 0.36%
+13,401
54
$728K 0.36%
+14,505
55
$697K 0.34%
+10,485
56
$662K 0.33%
+139,185
57
$645K 0.32%
+37,993
58
$629K 0.31%
+61,350
59
$607K 0.3%
+32,925
60
$606K 0.3%
+12,000
61
$576K 0.28%
+33,689
62
$563K 0.28%
+7,879
63
$537K 0.26%
+25,425
64
$524K 0.26%
+16,896
65
$487K 0.24%
+68,688
66
$485K 0.24%
+9,364
67
$467K 0.23%
+10,782
68
$442K 0.22%
+76,961
69
$439K 0.22%
+12,811
70
$421K 0.21%
+20,000
71
$297K 0.15%
+11,004
72
$285K 0.14%
+71,411
73
$279K 0.14%
+44,380
74
$277K 0.14%
+19,324
75
$209K 0.1%
+57,949
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