1y return+42.1%S&P 500 +20.9%
3y return+73.8%S&P 500 +68.5%
5y return+66.5%S&P 500 +74.5%
10y return+329.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $430 against $357 in the S&P 500.2
Old West Investment Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRKRBruker Corp | $40.1M | 4.3% | +4.1% |
| OIIOceaneering Intl Inc | $28.1M | 3.0% | |
| TDWTidewater Inc New | $26.2M | 2.8% | −4.0% |
| LMTLockheed Martin Corp | $24.7M | 2.6% | −1.7% |
| ILMNIllumina Inc | $22.5M | 2.4% | +446.5% |
| SUSuncor Energy Inc New | $22.5M | 2.4% | +1.2% |
| SLBSlb Limited | $22.3M | 2.4% | −2.5% |
| CNQCanadian Nat Res Ltd Med Ter | $22.0M | 2.3% | −2.2% |
| Asml Hldg NvCUSIP N07059210 | $21.9M | 2.3% | −12.3% |
| TMQTrilogy Metals Inc New | $21.4M | 2.3% | +29.6% |
| SWKSSkyworks Solutions Inc | $20.0M | 2.1% | +89.3% |
| CCJCameco Corp | $19.7M | 2.1% | |
| NXENexgen Energy Ltd | $19.1M | 2.0% | +4.8% |
| ARAntero Resources Corporation | $18.7M | 2.0% | −17.7% |
| NOKNokia Corp | $18.1M | 1.9% | −11.6% |
| CNRCore Natural Resources Inc | $17.6M | 1.9% | −25.0% |
| ACLSAxcelis Technologies Inc | $17.1M | 1.8% | +112.6% |
| NTRNutrien Ltd | $16.3M | 1.7% | −33.6% |
| APDAir Products And Chemicals I | $16.1M | 1.7% | −32.8% |
| EXEExpand Energy Corporation | $15.9M | 1.7% | New |
| EQTEqt Corp | $15.8M | 1.7% | New |
| BABoeing Co | $15.0M | 1.6% | +48.1% |
| Bunge Global SaCUSIP H11356104 | $14.5M | 1.5% | +1.6% |
| UNPUnion Pac Corp | $14.4M | 1.5% | +43.2% |
| RIORio Tinto PLC | $13.8M | 1.5% | +22.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CCJCameco Corp | June 30, 2020 | +893.7% | $19.7M |
| VRTVertiv Holdings Co | September 30, 2023 | +800.1% | $10.2M |
| NXENexgen Energy Ltd | June 30, 2020 | +626.0% | $19.1M |
| TMQTrilogy Metals Inc New | September 30, 2023 | +616.3% | $21.4M |
| FCXFreeport Mcmoran Inc | June 30, 2020 | +443.6% | $13.2M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2024 | +187.0% | $21.9M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $11.2M |
| NOKNokia Corp | September 30, 2025 | +176.1% | $18.1M |
| AEMAgnico Eagle Mines Ltd | March 31, 2022 | +153.3% | $10.0M |
| ACLSAxcelis Technologies Inc | September 30, 2025 | +94.0% | $17.1M |
Sold off last quarter
- VNOMViper Energy Inc was $10.9M
- SSNCSs&c Tech Hldgs was $6.8M
- Valaris LtdCUSIP G9460G101 was $6.6M
- GMEDGlobus Med Inc was $6.3M
- ETEnergy Transfer Equity L P Com was $4.2M
- MURMurphy Oil Corp was $4.1M
- UHALU Haul Holding Company was $3.8M
- Allegion PLCCUSIP G0176J109 was $3.6M
- BLDRBuilders Firstsource Inc was $3.5M
- CDRECadre Hldgs Inc was $2.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −2.2% | +14.8% |
| March 31, 2026 | +13.4% | −4.6% |
| December 31, 2025 | +13.5% | +2.4% |
| September 30, 2025 | +12.8% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | −2.6% | +2.1% |
| September 30, 2024 | +6.9% | +5.4% |
| June 30, 2024 | +3.4% | +4.0% |
| March 31, 2024 | −5.1% | +10.0% |
| December 31, 2023 | +13.6% | +11.2% |
| September 30, 2023 | +0.4% | −3.6% |
| June 30, 2023 | +3.7% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | +7.2% | +7.1% |
| September 30, 2022 | −3.8% | −5.3% |
| June 30, 2022 | −25.1% | −16.5% |
| March 31, 2022 | +9.3% | −4.9% |
| December 31, 2021 | +6.0% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Old West Investment Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1549358&type=13F-HR&dateb=&owner=include&count=40CIK 1549358
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1549358/000194104026000526/Filed August 6, 2026 · accession 0001941040-26-000526