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OWIM
Old West Investment Management Portfolio holdings
AUM
$923M
1-Year Est. Return
112.31%
This Fund
S&P 500
This Quarter
Est. Return
+26.04%
1 Year Est. Return
+112.31%
3 Year Est. Return
+235.37%
5 Year Est. Return
+311.13%
10 Year Est. Return
+2,202.37%
AUM
$923M
AUM Growth
+$362M
(+65%)
Cap. Flow
+$249M
Cap. Flow
% of AUM
26.98%
Top 10 Holdings %
Top 10 Hldgs %
30.42%
Holding
129
New
27
Increased
37
Reduced
30
Closed
6
Top Buys
| 1 |
Nutrien
NTR
|
+$27.8M |
| 2 |
Tidewater
TDW
|
+$23M |
| 3 |
Air Products & Chemicals
APD
|
+$22.6M |
| 4 |
SLB Ltd
SLB
|
+$21.3M |
| 5 |
Range Resources
RRC
|
+$20.6M |
Top Sells
| 1 |
Agnico Eagle Mines
AEM
|
+$9.96M |
| 2 |
NexGen Energy
NXE
|
+$9.26M |
| 3 |
Builders FirstSource
BLDR
|
+$8.63M |
| 4 |
Albemarle
ALB
|
+$8.36M |
| 5 |
Canadian Natural Resources
CNQ
|
+$8.19M |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
76
Illumina
ILMN
$28.4B
| $2.88M | 0.31% |
23,388
+438
| +2% | +$57.5K |
|
77
Ametek
AME
$53.7B
| $2.78M | 0.3% |
12,970
| – | – |
|
78
Veeco
VECO
$3.47B
| $2.73M | 0.3% |
80,645
+9,217
| +13% | +$294K |
|
79
Teledyne Technologies
TDY
$28.8B
| $2.58M | 0.28% |
4,260
| – | – |
|
80
Apple
AAPL
$4.81T
| $2.46M | 0.27% |
9,685
-3,150
| -25% | -$820K |
|
81
Coherent
COHR
$57.8B
| $2.38M | 0.26% |
10,000
| – | – |
|
82
Genie Energy
GNE
$372M
| $2.27M | 0.25% |
160,600
| – | – |
|
83
Cadre Holdings
CDRE
$1.25B
| $2.26M | 0.25% |
73,821
| – | – |
|
84
Denison Mines
DNN
$2.78B
| $2.15M | 0.23% |
609,435
-106,544
| -15% | -$400K |
|
85
MKS Inc
MKSI
$23.7B
| $2.02M | 0.22% |
8,790
-7,560
| -46% | -$1.71M |
|
86
Agilent Technologies
A
$38.3B
| $1.98M | 0.21% |
17,385
+460
| +3% | +$58.4K |
|
87
Visa
V
$679B
| $1.97M | 0.21% |
6,510
| – | – |
|
88
ATI
ATI
$26.3B
| $1.83M | 0.2% |
12,555
| – | – |
|
89
NOV
NOV
$6.94B
| $1.55M | 0.17% |
82,364
+27,031
| +49% | +$508K |
|
90
CTS Corp
CTS
$1.7B
| $1.49M | 0.16% |
31,259
+8,817
| +39% | +$442K |
|
91
Fluor
FLR
$7.07B
| $1.49M | 0.16% |
31,939
+13,820
| +76% | +$644K |
|
92
Vale
VALE
$62.6B
| $1.46M | 0.16% |
92,080
| – | – |
|
93
Linde
LIN
$239B
| $1.15M | 0.12% |
2,320
| – | – |
|
94
Thermo Fisher Scientific
TMO
$200B
| $1.12M | 0.12% |
2,288
+108
| +5% | +$58.6K |
|
|
RAL
95
Ralliant Corp
RAL
$7.56B
| $1.12M | 0.12% |
26,990
+7,023
| +35% | +$330K |
|
96
MP Materials
MP
$8.76B
| $1.08M | 0.12% |
22,300
-1,289
| -5% | -$77.1K |
|
97
Materion
MTRN
$5.26B
| $917K | 0.1% |
6,339
-936
| -13% | -$136K |
|
98
Power Integrations
POWI
$3.95B
| $819K | 0.09% |
15,992
+7,007
| +78% | +$322K |
|
|
LAR
99
Lithium Argentina AG
LAR
$1.17B
| $796K | 0.09% |
119,218
+86,129
| +260% | +$616K |
|
100
KBR
KBR
$4.55B
| $776K | 0.08% |
21,046
-756
| -3% | -$31.1K |
|
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