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
1
$29M 19.36%
+911,745
2
$11.4M 7.65%
+261,845
3
$11.2M 7.5%
+478,168
4
$8.68M 5.8%
+199,964
5
$8.04M 5.38%
+357,243
6
$7.25M 4.85%
+467,916
7
$6.53M 4.36%
+72,756
8
$5.57M 3.72%
+71,334
9
$3.16M 2.11%
+127,368
10
$1.9M 1.27%
+147,774
11
$1.78M 1.19%
+27,397
12
$1.71M 1.14%
+47,000
13
$1.65M 1.1%
+36,924
14
$1.51M 1.01%
+140,000
15
$1.44M 0.96%
+122,913
16
$1.39M 0.93%
+361
17
$1.29M 0.87%
+24,618
18
$1.29M 0.86%
+46,820
19
$1.27M 0.85%
+82,072
20
$1.24M 0.83%
+130,187
21
$1.24M 0.83%
+62,010
22
$1.21M 0.81%
+180,680
23
$1.18M 0.79%
+55,981
24
$1.15M 0.77%
+101,977
25
$1.14M 0.76%
+30,000
1
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