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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 | |
|---|---|---|---|---|---|---|
101
Sasol
SSL
$6.94B
| $767K | 0.08% |
+59,207
| New | +$517K |
|
102
Atkore
ATKR
$2.49B
| $767K | 0.08% |
13,017
+6,226
| +92% | +$405K |
|
103
Saic
SAIC
$4.86B
| $722K | 0.08% |
7,606
+3,011
| +66% | +$295K |
|
104
Core Laboratories
CLB
$525M
| $680K | 0.07% |
40,525
+2,302
| +6% | +$41.2K |
|
105
Wells Fargo
WFC
$263B
| $640K | 0.07% |
8,037
| – | – |
|
106
Transocean
RIG
$5.78B
| $630K | 0.07% |
95,000
| – | – |
|
|
AMTM
107
Amentum Holdings
AMTM
$5.1B
| $568K | 0.06% |
21,767
+2,412
| +12% | +$75.7K |
|
108
Hexcel
HXL
$7.74B
| $557K | 0.06% |
6,881
+564
| +9% | +$47.5K |
|
109
Navitas Semiconductor
NVTS
$3.22B
| $519K | 0.06% |
+59,161
| New | +$545K |
|
110
Braskem
BAK
$1.01B
| $515K | 0.06% |
+140,593
| New | +$532K |
|
111
Kinder Morgan
KMI
$71.4B
| $506K | 0.05% |
+15,079
| New | +$471K |
|
112
Verizon
VZ
$178B
| $485K | 0.05% |
+9,659
| New | +$448K |
|
113
Energy Recovery
ERII
$440M
| $470K | 0.05% |
46,676
-3,268
| -7% | -$42.8K |
|
114
Waste Management
WM
$93.6B
| $449K | 0.05% |
1,952
| – | – |
|
115
SPDR Gold Trust
GLD
$131B
| $430K | 0.05% |
1,000
| – | – |
|
116
Alphabet (Google) Class C
GOOG
$4.51T
| $403K | 0.04% |
1,405
| – | – |
|
|
117
Alphabet (Google) Class A
GOOGL
$4.52T
| $403K | 0.04% |
1,400
| – | – |
|
118
Wolfspeed
WOLF
$1.79B
| $383K | 0.04% |
+23,482
| New | +$424K |
|
119
Lowe's Companies
LOW
$118B
| $315K | 0.03% |
1,334
| – | – |
|
120
RTX Corp
RTX
$263B
| $301K | 0.03% |
1,559
| – | – |
|
121
Intel
INTC
$511B
| $295K | 0.03% |
6,695
| – | – |
|
|
IPX
122
IperionX
IPX
$893M
| $277K | 0.03% |
+10,652
| New | +$452K |
|
123
Ford
F
$56.6B
| $261K | 0.03% |
22,660
| – | – |
|
124
Ero Copper
ERO
$2.65B
| – | – |
-29,144
| Closed | -$824K |
|
125
Warrior Met Coal
HCC
$4.35B
| – | – |
-79,862
| Closed | -$7.04M |
|
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