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
$166M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.06M
3
+$2.56M
4
CHK
Chesapeake Energy Corporation
CHK
+$2.16M
5
MUX icon
McEwen Inc
MUX
+$1.9M

Top Sells

1
+$2.89M
2
+$2.81M
3
+$2.52M
4
ASCMA
Ascent Capital Group, Inc. Series A
ASCMA
+$1.94M
5
FWONA icon
Liberty Media Series A
FWONA
+$1.66M

Sector Composition

1 Consumer Discretionary 19.34%
2 Financials 13.29%
3 Energy 13.25%
4 Materials 12.01%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$780K 0.47%
50,391
-23,703
52
$734K 0.44%
47,584
-149
53
$734K 0.44%
28,778
54
$723K 0.44%
18,521
-5,381
55
$703K 0.42%
83,351
-31,096
56
$693K 0.42%
25,000
57
$693K 0.42%
10,082
-2,937
58
$687K 0.41%
12,000
59
$680K 0.41%
34,026
-351
60
$637K 0.38%
8,000
61
$634K 0.38%
25,928
+67
62
$616K 0.37%
17,029
-13,166
63
$613K 0.37%
101,051
-41,399
64
$583K 0.35%
+32,134
65
$581K 0.35%
11,129
+61
66
$577K 0.35%
9,331
-5
67
$577K 0.35%
36,392
+445
68
$566K 0.34%
88,174
+1,340
69
$515K 0.31%
8,223
+195
70
$511K 0.31%
13,579
+367
71
$509K 0.31%
17,739
+498
72
$507K 0.31%
26,453
-29,935
73
$490K 0.3%
78,864
+308
74
$490K 0.3%
30,000
75
$459K 0.28%
20,000
1 2
3
4