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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
Cap. Flow
+$249M
Cap. Flow %
26.98%
Top 10 Hldgs %
30.42%
Holding
129
New
27
Increased
37
Reduced
30
Closed
6

Top Buys

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

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

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
HL icon
126
Hecla Mining
HL
$9.7B
– –
-55,710
Closed -$1.07M
KW
127
DELISTED
Kennedy-Wilson Holdings
KW
– –
-500,000
Closed -$4.83M
LEU icon
128
Centrus Energy
LEU
$3.06B
– –
-1,209
Closed -$293K
URG
129
Ur-Energy
URG
$493M
– –
-55,110
Closed -$76.6K
2 3 4 5
6

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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.