Old West Investment Management, LLC

Institutional manager (13F) · CIK 1549358

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $765M

#	Issuer	Value	Shares
1	TIDEWATER INC NEW	$34M	410,257
2	CORE NATURAL RESOURCES INC	$31M	293,163
3	LOCKHEED MARTIN CORP	$30M	49,255
4	NUTRIEN LTD	$29M	390,348
5	CANADIAN NAT RES LTD MED TER	$28M	569,348
6	Antero Resources Corporation	$28M	648,322
7	SUNCOR ENERGY INC NEW	$27M	413,147
8	SLB LIMITED	$25M	491,952
9	OCEANEERING INTL INC	$25M	697,193
10	Range Resources Corp	$24M	527,318
11	AIR PRODUCTS AND CHEMICALS I	$24M	81,929
12	BRUKER CORP	$23M	641,000
13	NEXGEN ENERGY LTD	$23M	1,941,596
14	CF INDUSTRIES HOLD	$22M	168,515
15	CAMECO CORP	$21M	194,147
16	NORTHROP GRUMMAN CORP	$19M	27,539
17	VIRTU FINL INC	$17M	389,462
18	BUNGE GLOBAL SA	$17M	133,610
19	TRILOGY METALS INC NEW	$17M	4,701,712
20	ASML HLDG NV	$17M	12,543
21	FERROGLOBE PLC	$16M	3,926,619
22	ALBEMARLE CORP	$16M	88,182
23	ALCOA CORP	$15M	221,595
24	ALAMOS GOLD INC	$14M	322,384
25	NOKIA CORP	$12M	1,538,731
26	AGNICO EAGLE MINES LTD	$12M	59,309
27	RIO TINTO PLC	$11M	118,777
28	VIPER ENERGY INC	$11M	231,780
29	NOBLE CORP PLC	$10M	211,424
30	DOW HLDGS INC	$10M	246,526
31	LYONDELLBASELL INDUSTRIES NV	$10M	127,282
32	BERKSHIRE HATHAWAY INC DEL	$10M	21,351
33	GE VERNOVA INC	$9M	10,815
34	BOEING CO	$9M	46,895
35	FMC CORP	$9M	522,549
36	UNION PAC CORP	$9M	36,925
37	FREEPORT MCMORAN INC	$9M	152,387
38	SKYWORKS SOLUTIONS INC	$8M	155,869
39	WEATHERFORD INTL PLC	$8M	82,899
40	ALPHA METALLURGICAL RESOUR I	$7M	36,475
41	VERTIV HOLDINGS CO	$7M	28,833
42	PETROLEO BRASILEIRO S A	$7M	341,645
43	CHEMOURS CO	$7M	317,329
44	ELANCO ANIMAL HEALTH INC	$7M	290,156
45	SS&C TECH HLDGS	$7M	100,419
46	GLOBALFOUNDRIES INC ORDINARY S	$7M	151,125
47	PBF ENERGY INC	$7M	140,690
48	VALARIS LTD	$7M	67,190
49	GLOBUS MED INC	$6M	72,672
50	CELANESE CORP DEL	$6M	92,769

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.