OWIM
Old West Investment Management Portfolio holdings
AUM
$303M
This Quarter Return
+0.17%
1 Year Return
+38.78%
3 Year Return
+118.63%
5 Year Return
+235.04%
10 Year Return
+442.25%
AUM
$150M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62%
Holding
78
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SHLD
Sears Holding Corporation
SHLD
|
$29M |
| 2 |
SHOS
Sears Hometown and Outlet Stores, Inc.
SHOS
|
$11.4M |
| 3 |
Jefferies Financial Group
JEF
|
$11.2M |
| 4 |
AutoNation
AN
|
$8.68M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Madrigal Pharmaceuticals
MDGL
$9.7B
| $148K | 0.07% |
+850
| New | +$148K |
|
|
ARC
77
DELISTED
ARC Document Solutions, Inc.
ARC
| $41K | 0.02% |
+10,442
| New | +$41K |
|
78
SPDR S&P 500 ETF Trust
SPY
$656B
| – | – |
0
| – | – |
|