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
$149M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.02M
3
+$1.36M
4
VYX icon
NCR Voyix
VYX
+$1.29M
5
CHRD icon
Chord Energy
CHRD
+$748K

Top Sells

1
+$2.84M
2
+$2.42M
3
+$2.37M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.72M
5
LE icon
Lands' End
LE
+$1.18M

Sector Composition

1 Financials 19.61%
2 Consumer Discretionary 16.11%
3 Technology 15.39%
4 Industrials 8.81%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$204K 0.14%
23,462
+437
77
$80K 0.05%
19,462
78
$35K 0.02%
9,063
+1,427
79
– –
-51,294
80
– –
-18,660
81
– –
-25,000
82
– –
-114,850
83
– –
-34,676
84
– –
-2,103
1 2 3
4