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Latest Old West Investment Management, LLC Stock Portfolio

$922Million– No. of Holdings #122

Old West Investment Management, LLC Performance:
2026 Q1: 9.96%YTD: 9.96%2025: 31.64%
Performance for 2026 Q1 is 9.96%, and YTD is 9.96%, and 2025 is 31.64%.

About Old West Investment Management, LLC and 13F Hedge Fund Stock Holdings

Old West Investment Management, LLC is a hedge fund based in Los Angeles, CA. On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Old West Investment Management, LLC reported an equity portfolio of $922.6 Millions as of 31 Mar, 2026.

The top stock holdings of Old West Investment Management, LLC are TDW, , LMT. The fund has invested 3.7% of it's portfolio in TIDEWATER INC NEW and 3.3% of portfolio in CORE NATURAL RESOURCES INC.

The fund managers got completely rid off WARRIOR MET COAL INC (HCC), KENNEDY-WILSON HOLDINGS INC (KW) and HECLA MNG CO (HL) stocks. They significantly reduced their stock positions in BUILDERS FIRSTSOURCE INC (BLDR), U HAUL HOLDING COMPANY (UHAL) and MKS INC. (MKSI). Old West Investment Management, LLC opened new stock positions in NUTRIEN LTD (NTR), RANGE RESOURCES CORP (RRC) and AIR PRODUCTS AND CHEMICALS I (APD). The fund showed a lot of confidence in some stocks as they added substantially to BOEING CO (BA), NORTHROP GRUMMAN CORP (NOC) and SLB LIMITED (SLB).
Old West Investment Management, LLC Equity Portfolio Value
Last Reported on: 12 May, 2026

Old West Investment Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Old West Investment Management, LLC made a return of 9.96% in the last quarter. In trailing 12 months, it's portfolio return was 48.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nutrien ltd29,455,700
range resources corp23,824,200
air products and chemicals i23,799,600
cf industries hold21,880,000
viper energy inc10,891,300
dow hldgs inc10,267,800
lyondellbasell industries nv10,253,800
ge vernova inc9,440,410
New stocks bought by Old West Investment Management, LLC

Additions

Ticker% Inc.
boeing co2,838
northrop grumman corp1,447
slb limited830
rio tinto plc735
tidewater inc new419
petroleo brasileiro s a337
chemours co313
lithium argentina ag260
Additions to existing portfolio by Old West Investment Management, LLC

Reductions

Ticker% Reduced
builders firstsource inc-65.68
u haul holding company-48.28
mks inc.-46.24
agnico eagle mines ltd-44.65
elanco animal health inc-41.89
albemarle corp-35.7
tmc the metals co inc.-35.35
alamos gold inc-33.35
Old West Investment Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
kennedy-wilson holdings inc-4,835,000
warrior met coal inc-7,041,430
hecla mng co-1,069,070
ur-energy inc-76,602
ero copper corp-824,483
centrus energy corp-293,496
Old West Investment Management, LLC got rid off the above stocks

Sector Distribution

Old West Investment Management, LLC has about 34.9% of it's holdings in Others sector.

  • Others
  • Basic Materials
  • Energy
  • Industrials
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Defensive
Sector%
Others34.9
Basic Materials19
Energy18.2
Industrials12.9
Technology5.1
Healthcare4.6
Financial Services3.1
Consumer Defensive1.8

Market Cap. Distribution

Old West Investment Management, LLC has about 34.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
  • MEGA-CAP
Category%
UNALLOCATED36.7
LARGE-CAP32.3
MID-CAP25.1
SMALL-CAP3.6
MEGA-CAP1.9

Stocks belong to which Index?

About 42.6% of the stocks held by Old West Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others57.4
S&P 50030.1
RUSSELL 200012.5
Top 5 Winners (%)%
VAL
valaris ltd
89.5 %
PBF
pbf energy inc
75.6 %
almonty inds inc
64.4 %
RIG
transocean ltd
60.5 %
IPGP
ipg photonics corp
59.0 %
Top 5 Winners ($)$
CNQ
canadian nat res ltd med ter
10.0 M
TDW
tidewater inc new
8.1 M
OII
oceaneering intl inc
7.1 M
LMT
lockheed martin corp
6.2 M
BG
bunge global sa
6.1 M
Top 5 Losers (%)%
OMEX
odyssey marine expl inc
-53.7 %
CDRE
cadre hldgs inc
-24.9 %
ERII
energy recovery inc
-24.5 %
BRKR
bruker corp
-22.6 %
SSNC
ss&c tech hldgs
-20.4 %
Top 5 Losers ($)$
BRKR
bruker corp
-7.3 M
OMEX
odyssey marine expl inc
-5.8 M
TMQ
trilogy metals inc new
-3.4 M
TMC
tmc the metals co inc.
-2.3 M
SSNC
ss&c tech hldgs
-2.2 M

Old West Investment Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Old West Investment Management, LLC

Old West Investment Management, LLC has 122 stocks in it's portfolio. About 30.4% of the portfolio is in top 10 stocks. BRKR proved to be the most loss making stock for the portfolio. CNQ was the most profitable stock for Old West Investment Management, LLC last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions