We are live on ! Find out more
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
OLN icon
51
Olin
OLN
$2.19B
$5.72M 0.62%
+192,371
New +$4.7M
TMC icon
52
TMC The Metals Company
TMC
$1.9B
$5.62M 0.61%
1,204,038
-658,310
-35% -$4.24M
ALM
53
Almonty Industries
ALM
$3.8B
$5.16M 0.56%
356,146
– –
EWBC icon
54
East-West Bancorp
EWBC
$18.1B
$5.1M 0.55%
47,795
– –
HUN icon
55
Huntsman Corp
HUN
$1.85B
$4.78M 0.52%
+358,872
New +$4.35M
CSX icon
56
CSX Corp
CSX
$92.9B
$4.34M 0.47%
+105,650
New +$4.14M
IPGP icon
57
IPG Photonics
IPGP
$3.66B
$4.27M 0.46%
37,220
-1,292
-3% -$140K
ET icon
58
Energy Transfer Partners
ET
$71.3B
$4.23M 0.46%
219,080
– –
CNI icon
59
Canadian National Railway
CNI
$76.2B
$4.21M 0.46%
+40,955
New +$4.22M
KEYS icon
60
Keysight
KEYS
$58.7B
$4.17M 0.45%
14,775
– –
MUR icon
61
Murphy Oil
MUR
$5.07B
$4.13M 0.45%
100,000
– –
NSC icon
62
Norfolk Southern
NSC
$75.1B
$4.11M 0.45%
+14,315
New +$4.25M
CP icon
63
Canadian Pacific Kansas City
CP
$80.7B
$4.09M 0.44%
+52,030
New +$4.11M
OMEX icon
64
Odyssey Marine Exploration
OMEX
$50.8M
$3.98M 0.43%
4,773,196
-723,252
-13% -$1.23M
GLNG icon
65
Golar LNG
GLNG
$5.14B
$3.96M 0.43%
73,247
+13,995
+24% +$617K
ACLS icon
66
Axcelis
ACLS
$4.18B
$3.95M 0.43%
42,481
+24,417
+135% +$2.16M
UHAL icon
67
U-Haul Holding Co
UHAL
$14.6B
$3.79M 0.41%
79,320
-74,030
-48% -$3.79M
MOS icon
68
The Mosaic Company
MOS
$7.42B
$3.72M 0.4%
+145,925
New +$4M
ALLE icon
69
Allegion
ALLE
$14.3B
$3.63M 0.39%
24,978
-10,384
-29% -$1.66M
BAC icon
70
Bank of America
BAC
$446B
$3.48M 0.38%
71,334
– –
BLDR icon
71
Builders FirstSource
BLDR
$7.97B
$3.48M 0.38%
42,219
-80,796
-66% -$8.63M
LAC
72
Lithium Americas
LAC
$1.17B
$3.32M 0.36%
839,855
+32,464
+4% +$160K
CAT icon
73
Caterpillar
CAT
$395B
$3.16M 0.34%
4,458
– –
AMAT icon
74
Applied Materials
AMAT
$424B
$3.14M 0.34%
9,200
– –
LHX icon
75
L3Harris
LHX
$53.9B
$2.9M 0.31%
8,415
– –
1 2
3
4 5

Similar funds

DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $947M AUM 23.59% 1-Year Est. Return
OCM
OLP Capital Management Causeway Bay, Hong Kong $942M AUM 5.25% 1-Year Est. Return
GL
Gemsstock Ltd London, United Kingdom $949M AUM 54.05% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return
WAM
Wellesley Asset Management Portsmouth, New Hampshire $953M AUM 0% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

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.