Old West Investment Management, LLC

CIK 0001549358 • 6 13F filings • May 14, 2025 – Aug 6, 2026

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Filer information

Filed by: Old West Investment Management, LLC, Chief Compliance Officer
Address: 601 South Figueroa Street, Suite 1975, Los Angeles, CA, 90017
Phone: 213-943-1740
AUM: $560.2M

AUM over time

$944.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyFinancialsCommunicationIndustrialsReal EstateOther

Holdings by filing

Portfolio value: $560.2M102 positionsView on SEC.gov

			% of Portfolio
AGILENT TECHNOLOGIES INC	COM	$2.3M	0.4%	16,925 SH	New
AGNICO EAGLE MINES LTD	COM	$18.2M	3.2%Prev: 4.0%	107,152 SH	Increased+4,123 SH
ALAMOS GOLD INC NEW	COM CL A	$18.7M	3.3%Prev: 3.8%	483,702 SH	Increased+12,705 SH
ALBEMARLE CORP	COM	$19.4M	3.5%Prev: 1.0%	137,152 SH	Increased+83,206 SH
ALCOA CORP	COM	$12.4M	2.2%Prev: 0.2%	232,578 SH	Increased+210,713 SH
ALLEGION PLC	ORD SHS	$5.6M	1.0%Prev: 1.1%	35,362 SH	Increased+7,156 SH
ALMONTY INDS INC	COM NEW	$3.1M	0.6%Prev: 0.5%	356,146 SH	Increased
ALPHA METALLURGICAL RESOUR I	COM	$5.8M	1.0%Prev: 1.1%	28,903 SH	Increased+553 SH
ALPHABET INC	CAP STK CL A	$438K	0.1%Prev: 0.1%	1,400 SH	Increased
ALPHABET INC	CAP STK CL C	$441K	0.1%Prev: 0.1%	1,405 SH	Increased+5 SH
AMENTUM HOLDINGS INC	COM	$561K	0.1%	19,355 SH	New
AMETEK INC	COM	$2.7M	0.5%	12,970 SH	New
ANTERO RESOURCES CORP	COM	$7.0M	1.3%	203,985 SH	New
APPLE INC	COM	$3.5M	0.6%Prev: 0.8%	12,835 SH	Increased-79 SH
APPLIED MATLS INC	COM	$2.4M	0.4%Prev: 0.4%	9,200 SH	Increased
ASML HOLDING N V	N Y REGISTRY SHS	$12.9M	2.3%Prev: 2.4%	12,074 SH	Increased+1,360 SH
ATI INC	COM	$1.4M	0.3%	12,555 SH	New
ATKORE INC	COM	$430K	0.1%	6,791 SH	New
AXCELIS TECHNOLOGIES INC	COM NEW	$1.5M	0.3%Prev: 0.4%	18,064 SH	Decreased+1,796 SH
BANK AMERICA CORP	COM	$3.9M	0.7%Prev: 0.8%	71,334 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.3M	1.8%Prev: 2.2%	20,447 SH	Increased+1,707 SH
BOEING CO	COM	$347K	0.1%Prev: 0.1%	1,596 SH	Decreased-192 SH
BRUKER CORP	COM	$32.3M	5.8%Prev: 4.3%	684,770 SH	Increased+111,308 SH
BUILDERS FIRSTSOURCE INC	COM	$12.7M	2.3%Prev: 1.8%	123,015 SH	Increased+59,716 SH
BUNGE GLOBAL SA	COM SHS	$16.5M	2.9%Prev: 3.5%	185,400 SH	Increased-2,451 SH
CADRE HLDGS INC	COM	$3.0M	0.5%Prev: 0.6%	73,821 SH	Increased-1,958 SH
CAMECO CORP	COM	$18.5M	3.3%Prev: 4.0%	202,247 SH	Increased-6,181 SH
CANADIAN NAT RES LTD	COM	$26.0M	4.6%Prev: 3.7%	768,396 SH	Increased+259,805 SH
CATERPILLAR INC	COM	$2.6M	0.5%Prev: 0.5%	4,458 SH	Increased
CENTRUS ENERGY CORP	CL A	$293K	0.1%Prev: 0.2%	1,209 SH	Decreased-1,696 SH
CHEMOURS CO	COM	$904K	0.2%Prev: 0.1%	76,653 SH	Increased+52,733 SH
COHERENT CORP	COM	$1.8M	0.3%Prev: 0.2%	10,000 SH	Increased
CORE LABORATORIES INC	COM	$613K	0.1%	38,223 SH	New
CORE NATURAL RESOURCES INC	COM SHS	$10.0M	1.8%Prev: 2.0%	112,745 SH	Increased+8,242 SH
CTS CORP	COM	$962K	0.2%	22,442 SH	New
DENISON MINES CORP	COM	$1.9M	0.3%Prev: 0.4%	715,979 SH	Decreased+9,281 SH
EAST WEST BANCORP INC	COM	$5.4M	1.0%Prev: 1.2%	47,795 SH	Increased
ELANCO ANIMAL HEALTH INC	COM	$11.3M	2.0%Prev: 2.1%	499,348 SH	Increased+47,118 SH
ENERGY RECOVERY INC	COM	$674K	0.1%Prev: 0.2%	49,944 SH	Increased+6,346 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$3.6M	0.6%	219,080 SH	New
ERO COPPER CORP	COM	$824K	0.1%Prev: 0.1%	29,144 SH	Increased+4,796 SH
FERROGLOBE PLC	SHS	$17.6M	3.1%Prev: 3.4%	3,798,781 SH	Increased+560,867 SH
FLUOR CORP NEW	COM	$718K	0.1%Prev: 0.2%	18,119 SH	Increased+1,989 SH
FORD MTR CO	COM	$297K	0.1%Prev: 0.1%	22,660 SH	Increased
FREEPORT-MCMORAN INC	CL B	$6.3M	1.1%Prev: 0.8%	123,106 SH	Increased+38,259 SH
GENIE ENERGY LTD	CL B	$2.2M	0.4%Prev: 0.6%	160,600 SH	Decreased
GLOBUS MED INC	CL A	$8.9M	1.6%Prev: 1.3%	101,517 SH	Increased+2,393 SH
GOLAR LNG LTD	SHS	$2.2M	0.4%Prev: 0.4%	59,252 SH	Increased+13,600 SH
HECLA MNG CO	COM	$1.1M	0.2%Prev: 0.2%	55,710 SH	Increased-1,326 SH
HEXCEL CORP NEW	COM	$467K	0.1%Prev: 0.1%	6,317 SH	Increased+610 SH
ILLUMINA INC	COM	$3.0M	0.5%	22,950 SH	New
INTEL CORP	COM	$247K	0.0%Prev: 0.0%	6,695 SH	Increased+255 SH
IPG PHOTONICS CORP	COM	$2.8M	0.5%Prev: 0.4%	38,512 SH	Increased+17,670 SH
KBR INC	COM	$876K	0.2%Prev: 0.1%	21,802 SH	Increased+14,835 SH
KENNEDY-WILSON HOLDINGS INC	COM	$4.8M	0.9%Prev: 1.7%	500,000 SH	Decreased-377,380 SH
KEYSIGHT TECHNOLOGIES INC	COM	$3.0M	0.5%Prev: 0.2%	14,775 SH	Increased+9,075 SH
L3HARRIS TECHNOLOGIES INC	COM	$2.5M	0.4%Prev: 0.2%	8,415 SH	Increased+4,855 SH
LINDE PLC	SHS	$989K	0.2%	2,320 SH	New
LITHIUM AMERS CORP NEW	COM SHS	$3.5M	0.6%Prev: 1.8%	807,391 SH	Decreased-531,884 SH
LITHIUM ARGENTINA AG	COM SHS	$185K	0.0%	33,089 SH	New
LOCKHEED MARTIN CORP	COM	$26.0M	4.6%Prev: 4.4%	53,665 SH	Increased+14,861 SH
LOWES COS INC	COM	$322K	0.1%Prev: 0.1%	1,334 SH	Decreased
MATERION CORP	COM	$904K	0.2%Prev: 0.2%	7,275 SH	Increased+313 SH
MKS INC.	COM	$2.6M	0.5%Prev: 0.4%	16,350 SH	Increased+501 SH
MP MATERIALS CORP	COM CL A	$1.2M	0.2%Prev: 0.4%	23,589 SH	Decreased
MURPHY OIL CORP	COM	$3.1M	0.6%Prev: 0.7%	100,000 SH	Increased
NEXGEN ENERGY LTD	COM	$25.0M	4.5%Prev: 5.4%	2,717,795 SH	Increased+68,023 SH
NOBLE CORP PLC	ORD SHS A	$2.3M	0.4%Prev: 0.5%	80,354 SH	Increased+1,913 SH
NOKIA CORP	SPONSORED ADR	$10.3M	1.8%Prev: 0.8%	1,591,571 SH	Increased+853,366 SH
NORTHROP GRUMMAN CORP	COM	$1.0M	0.2%Prev: 0.2%	1,780 SH	Decreased
NOV INC	COM	$865K	0.2%	55,333 SH	New
OCEANEERING INTL INC	COM	$13.1M	2.3%Prev: 1.4%	543,271 SH	Increased+305,168 SH
ODYSSEY MARINE EXPL INC	COM NEW	$10.8M	1.9%Prev: 1.6%	5,496,448 SH	Increased+1,819,566 SH
PBF ENERGY INC	CL A	$3.8M	0.7%Prev: 1.0%	140,690 SH	Decreased
PETROLEO BRASILEIRO SA PETRO	SPONSORED ADR	$925K	0.2%	78,040 SH	New
POWER INTEGRATIONS INC	COM	$319K	0.1%	8,985 SH	New
RALLIANT CORP	COM	$1.0M	0.2%	19,967 SH	New
RIO TINTO PLC	SPONSORED ADR	$1.1M	0.2%	14,210 SH	New
RTX CORPORATION	COM	$286K	0.1%Prev: 0.1%	1,559 SH	Increased
SCIENCE APPLICATIONS INTL CO	COM	$463K	0.1%	4,595 SH	New
SLB LIMITED	COM STK	$2.0M	0.4%	52,862 SH	New
SPDR GOLD TR	GOLD SHS	$396K	0.1%Prev: 0.1%	1,000 SH	Increased
SS&C TECHNOLOGIES HLDGS INC	COM	$11.0M	2.0%Prev: 2.4%	125,983 SH	Increased+9,522 SH
SUNCOR ENERGY INC NEW	COM	$5.9M	1.1%Prev: 0.6%	132,973 SH	Increased+65,358 SH
TELEDYNE TECHNOLOGIES INC	COM	$2.2M	0.4%Prev: 0.2%	4,260 SH	Increased+2,525 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.3M	0.2%Prev: 0.2%	2,180 SH	Increased
TIDEWATER INC NEW	COM	$4.0M	0.7%Prev: 0.8%	78,950 SH	Increased+12,654 SH
TMC THE METALS COMPANY INC	COM	$11.5M	2.1%Prev: 2.9%	1,862,348 SH	Decreased-134,890 SH
TRANSOCEAN LTD	REGISTERED SHS	$392K	0.1%Prev: 0.1%	95,000 SH	Increased
TRILOGY METALS INC NEW	COM	$20.2M	3.6%Prev: 5.9%	4,679,087 SH	Decreased-7,486,465 SH
U HAUL HOLDING COMPANY	COM	$7.7M	1.4%Prev: 2.0%	153,350 SH	Decreased+564 SH
UR-ENERGY INC	COM	$77K	0.0%Prev: 0.0%	55,110 SH	Increased+27,553 SH
VALARIS LTD	CL A	$3.8M	0.7%Prev: 0.8%	75,148 SH	Increased+1,188 SH
VALE S A	SPONSORED ADS	$1.2M	0.2%	92,080 SH	New
VEECO INSTRS INC DEL	COM	$2.0M	0.4%Prev: 0.5%	71,428 SH	Decreased+3,796 SH
VERTIV HOLDINGS CO	COM CL A	$6.9M	1.2%Prev: 1.3%	42,393 SH	Increased+3,949 SH
VIRTU FINL INC	CL A	$12.4M	2.2%Prev: 2.9%	371,697 SH	Decreased+21,188 SH
VISA INC	COM CL A	$2.3M	0.4%	6,510 SH	New
WARRIOR MET COAL INC	COM	$7.0M	1.3%Prev: 1.2%	79,862 SH	Increased+371 SH
WASTE MGMT INC DEL	COM	$429K	0.1%Prev: 0.1%	1,952 SH	Decreased
WEATHERFORD INTL PLC	ORD SHS	$6.8M	1.2%Prev: 1.0%	86,776 SH	Increased+21,976 SH
WELLS FARGO CO NEW	COM	$749K	0.1%Prev: 0.2%	8,037 SH	Increased

Sold (vs prior filing)

CALAVO GROWERS INC — $11.2M
CHART INDS INC — $1.2M
FLAGSTAR FINANCIAL INC — $3.1M
LARGO INC — $562K
SIGMA LITHIUM CORPORATION — $4.2M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001941040-26-000164	$560.2M	View
Nov 5, 2025	Q3 2025	13F-HR	0001941040-25-000594	$436.0M	View
Aug 6, 2026	Q2 2026