We are live on ! Find out more
OWIM

Old West Investment Management Portfolio holdings

AUM $944M
1-Year Est. Return 90.26%
This Fund
S&P 500
This Quarter Est. Return
+26.04%
1 Year Est. Return
+90.26%
3 Year Est. Return
+241.83%
5 Year Est. Return
+309.23%
10 Year Est. Return
+2,275.15%
AUM
$923M
AUM Growth
+$362M
Cap. Flow
+$249M
Cap. Flow %
26.98%
Top 10 Hldgs %
30.42%
Holding
129
New
27
Increased
37
Reduced
30
Closed
6

Top Buys

Rank Stock Value
1
NTR icon
Nutrien
NTR
+$27.8M
2
TDW icon
Tidewater
TDW
+$23M
3
APD icon
Air Products & Chemicals
APD
+$22.6M
4
SLB icon
SLB Ltd
SLB
+$21.3M
5
RRC icon
Range Resources
RRC
+$20.6M

Top Sells

Rank Stock Value
1
AEM icon
Agnico Eagle Mines
AEM
+$9.96M
2
NXE icon
NexGen Energy
NXE
+$9.26M
3
BLDR icon
Builders FirstSource
BLDR
+$8.63M
4
ALB icon
Albemarle
ALB
+$8.36M
5
CNQ icon
Canadian Natural Resources
CNQ
+$8.19M

Sector Composition

Rank Sector Weight
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
SSL icon
101
Sasol
SSL
$7.5B
$767K 0.08%
+59,207
New +$517K
ATKR icon
102
Atkore
ATKR
$3.17B
$767K 0.08%
13,017
+6,226
+92% +$405K
SAIC icon
103
Saic
SAIC
$5.32B
$722K 0.08%
7,606
+3,011
+66% +$295K
CLB icon
104
Core Laboratories
CLB
$573M
$680K 0.07%
40,525
+2,302
+6% +$41.2K
WFC icon
105
Wells Fargo
WFC
$264B
$640K 0.07%
8,037
– –
RIG icon
106
Transocean
RIG
$6.43B
$630K 0.07%
95,000
– –
AMTM
107
Amentum Holdings
AMTM
$5.58B
$568K 0.06%
21,767
+2,412
+12% +$75.7K
HXL icon
108
Hexcel
HXL
$7.62B
$557K 0.06%
6,881
+564
+9% +$47.5K
NVTS icon
109
Navitas Semiconductor
NVTS
$3.53B
$519K 0.06%
+59,161
New +$545K
BAK icon
110
Braskem
BAK
$905M
$515K 0.06%
+140,593
New +$532K
KMI icon
111
Kinder Morgan
KMI
$70.1B
$506K 0.05%
+15,079
New +$471K
VZ icon
112
Verizon
VZ
$196B
$485K 0.05%
+9,659
New +$448K
ERII icon
113
Energy Recovery
ERII
$408M
$470K 0.05%
46,676
-3,268
-7% -$42.8K
WM icon
114
Waste Management
WM
$91.4B
$449K 0.05%
1,952
– –
GLD icon
115
SPDR Gold Trust
GLD
$143B
$430K 0.05%
1,000
– –
GOOG icon
116
Alphabet (Google) Class C
GOOG
$4.28T
$403K 0.04%
1,405
– –
GOOGL icon
117
Alphabet (Google) Class A
GOOGL
$4.3T
$403K 0.04%
1,400
– –
WOLF icon
118
Wolfspeed
WOLF
$1.6B
$383K 0.04%
+23,482
New +$424K
LOW icon
119
Lowe's Companies
LOW
$125B
$315K 0.03%
1,334
– –
RTX icon
120
RTX Corp
RTX
$303B
$301K 0.03%
1,559
– –
INTC icon
121
Intel
INTC
$490B
$295K 0.03%
6,695
– –
IPX
122
IperionX
IPX
$936M
$277K 0.03%
+10,652
New +$452K
F icon
123
Ford
F
$56.1B
$261K 0.03%
22,660
– –
ERO icon
124
Ero Copper
ERO
$3.77B
– –
-29,144
Closed -$824K
HCC icon
125
Warrior Met Coal
HCC
$5.11B
– –
-79,862
Closed -$7.04M
2 3 4
5
6

Similar funds

DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $947M AUM 23.59% 1-Year Est. Return
OCM
OLP Capital Management Causeway Bay, Hong Kong $942M AUM 5.25% 1-Year Est. Return
GL
Gemsstock Ltd London, United Kingdom $949M AUM 54.05% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return
WAM
Wellesley Asset Management Portsmouth, New Hampshire $953M AUM 0% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Old West Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Old West Investment Management held 129 positions worth $923M, up 65% from $560M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Old West Investment Management deployed $249M of net new capital in Q1 2026, opening 27 new positions and adding to 37 existing holdings. Its largest new stake was Nutrien: 390,348 shares worth $29.5M.

By sector, the portfolio is most concentrated in Energy at 36% of assets, up from 25% a quarter earlier, followed by Materials and Industrials.

On the sell side, the largest reduction was Agnico Eagle Mines, an estimated $9.96M trimmed.

  • Old West Investment Management's largest Q1 2026 buy was Nutrien: 390,348 shares worth $29.5M.
  • Old West Investment Management added most to Tidewater in Q1 2026, an estimated $23M increase.
  • Old West Investment Management's biggest Q1 2026 reduction was Agnico Eagle Mines, cutting an estimated $9.96M.
  • Old West Investment Management fully exited Warrior Met Coal in Q1 2026, selling an estimated $7.04M.
  • Old West Investment Management's ten largest holdings make up 30% of its $923M portfolio in Q1 2026.
  • Old West Investment Management opened 27 new positions and closed 6 in Q1 2026.
  • Old West Investment Management's portfolio value rose 65% quarter-over-quarter to $923M.

Based on Old West Investment Management's 13F filing for Q1 2026, filed 12 May 2026.