OWIM

Old West Investment Management Portfolio holdings

AUM $560M
1-Year Est. Return 72.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$12.6M
3
+$11.8M
4
AN icon
AutoNation
AN
+$8.92M
5
FWONA icon
Liberty Media Series A
FWONA
+$7.57M

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 Change
in Stake 		Capital Flow
76
$148K 0.1%
+850
77
$41K 0.03%
+10,442
78
– –
0
1 2 3
4