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
$168M
AUM Growth
-$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.03M
3
+$1.9M
4
KW icon
Kennedy-Wilson Holdings
KW
+$800K
5
B
Barrick Mining
B
+$590K

Top Sells

1
+$30.6M
2
+$12.4M
3
+$9.47M
4
NXE icon
NexGen Energy
NXE
+$4.55M
5
VALE icon
Vale
VALE
+$1.4M

Sector Composition

1 Energy 24.73%
2 Materials 23.9%
3 Financials 11.86%
4 Industrials 10.47%
5 Consumer Staples 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
– –
0
53
– –
0
54
– –
-4,000
55
– –
-10,000
56
– –
-700,000
57
– –
0
58
– –
-100,000
59
– –
-5,100
1 2
3