OWIM

Old West Investment Management Portfolio holdings

AUM $303M
1-Year Est. Return 38.78%
This Quarter Est. Return
1 Year Est. Return
+38.78%
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
1
$12.9M 8.67%
311,606
+8,151
2
$11.6M 7.78%
579,974
-51,285
3
$10.4M 6.97%
67,511
+18,839
4
$8.44M 5.68%
207,713
+49,605
5
$6.48M 4.36%
421,361
-8,517
6
$6.11M 4.11%
2,159
+26
7
$5.72M 3.85%
88,970
-17,627
8
$5.52M 3.71%
46,425
+5,953
9
$5.05M 3.4%
186,927
+1,241
10
$4.97M 3.34%
1,678,115
-42,230
11
$4.6M 3.1%
182,492
-44,148
12
$4.59M 3.09%
613,362
+22,487
13
$2.68M 1.8%
141,470
+11,216
14
$2.55M 1.71%
105,000
15
$2.46M 1.66%
44,940
+1,721
16
$2.33M 1.56%
48,850
+2,676
17
$1.82M 1.22%
56,879
-1,576
18
$1.64M 1.1%
19,909
-34,573
19
$1.6M 1.08%
39,813
+2,286
20
$1.51M 1.01%
56,480
+1,616
21
$1.5M 1.01%
29,000
+9,000
22
$1.36M 0.92%
+30,643
23
$1.33M 0.89%
24,108
-2,952
24
$1.29M 0.87%
+71,476
25
$1.26M 0.85%
33,377
+851
1
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