Old West Investment Management, LLC
123 holdingsFiling period: 2026-03-31Current AUM: $913.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TDW | TIDEWATER INC NEW | 410.3K | $34.3M | $30.8M | 3.37% | +331.3K | 2026-03-31 |
| 2 | CNR | CORE NATURAL RESOURCES INC | 293.2K | $30.7M | $23.4M | 2.56% | +180.4K | 2026-03-31 |
| 3 | LMT | LOCKHEED MARTIN CORP | 49.3K | $29.8M | $28.7M | 3.14% | -4,410 | 2026-03-31 |
| 4 | NTR | NUTRIEN LTD | 390.3K | $29.5M | $27.0M | 2.95% | -- | 2026-03-31 |
| 5 | CNQ | CANADIAN NAT RES LTD MED TER | 569.3K | $27.7M | $27.1M | 2.97% | -199,048 | 2026-03-31 |
| 6 | — | Antero Resources Corporation | 648.3K | $27.5M | $27.5M | 3.01% | -- | 2026-03-31 |
| 7 | SU | SUNCOR ENERGY INC NEW | 413.1K | $27.3M | $27.8M | 3.04% | +280.2K | 2026-03-31 |
| 8 | SLB | SLB LIMITED | 492.0K | $25.3M | $24.4M | 2.67% | +439.1K | 2026-03-31 |
| 9 | OII | OCEANEERING INTL INC | 697.2K | $24.7M | $34.0M | 3.72% | +153.9K | 2026-03-31 |
| 10 | — | Range Resources Corp | 527.3K | $23.8M | $23.8M | 2.61% | -- | 2026-03-31 |
| 11 | APD | AIR PRODUCTS AND CHEMICALS I | 81.9K | $23.8M | $24.2M | 2.65% | -- | 2026-03-31 |
| 12 | BRKR | BRUKER CORP | 641.0K | $23.2M | $40.3M | 4.41% | -43,770 | 2026-03-31 |
| 13 | NXE | NEXGEN ENERGY LTD | 1.94M | $22.5M | $17.8M | 1.95% | -776,199 | 2026-03-31 |
| 14 | CF | CF INDUSTRIES HOLD | 168.5K | $21.9M | $21.1M | 2.31% | -- | 2026-03-31 |
| 15 | CCJ | CAMECO CORP | 194.1K | $21.1M | $16.8M | 1.84% | -8,100 | 2026-03-31 |
| 16 | NOC | NORTHROP GRUMMAN CORP | 27.5K | $18.8M | $14.9M | 1.64% | +25.8K | 2026-03-31 |
| 17 | VIRT | VIRTU FINL INC | 389.5K | $17.1M | $22.9M | 2.51% | +17.8K | 2026-03-31 |
| 18 | — | BUNGE GLOBAL SA | 133.6K | $17.0M | $17.0M | 1.86% | -51,790 | 2026-03-31 |
| 19 | TMQ | TRILOGY METALS INC NEW | 4.70M | $16.9M | $14.7M | 1.61% | +22.6K | 2026-03-31 |
| 20 | — | ASML HLDG NV | 12.5K | $16.6M | $16.6M | 1.81% | +469 | 2026-03-31 |
| 21 | — | FERROGLOBE PLC | 3.93M | $16.2M | $16.2M | 1.77% | +127.8K | 2026-03-31 |
| 22 | ALB | ALBEMARLE CORP | 88.2K | $15.8M | $10.4M | 1.14% | -48,970 | 2026-03-31 |
| 23 | AA | ALCOA CORP | 221.6K | $14.7M | $10.0M | 1.10% | -10,983 | 2026-03-31 |
| 24 | AGI | ALAMOS GOLD INC | 322.4K | $14.3M | $9.0M | 0.98% | -161,318 | 2026-03-31 |
| 25 | NOK | NOKIA CORP | 1.54M | $12.4M | $14.1M | 1.54% | -52,840 | 2026-03-31 |
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