Old West Investment Management, LLC
Q2 2026 13F filing
Updated 38 days ago124 disclosed positions worth $944.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRKRP BRUKER CORP | $40.1M | 667.1K | 4.25% | Added(+4.1%) |
| 2 | O OII OCEANEERING INTL INC | $28.1M | 693.5K | 2.98% | Trimmed(-0.5%) |
| 3 | T TDGMW TIDEWATER INC NEW | $26.2M | 393.8K | 2.78% | Trimmed(-4.0%) |
| 4 | L LMT LOCKHEED MARTIN CORP | $24.7M | 48.4K | 2.61% | Trimmed(-1.6%) |
| 5 | I ILMN ILLUMINA INC | $22.5M | 127.8K | 2.38% | Added(+446.4%) |
| 6 | S SU SUNCOR ENERGY INC NEW | $22.5M | 418.3K | 2.38% | Added(+1.3%) |
| 7 | R RPRX SLB LIMITED | $22.3M | 479.5K | 2.36% | Trimmed(-2.5%) |
| 8 | C CNQ CANADIAN NAT RES LTD MED TER | $22M | 557.0K | 2.33% | Trimmed(-2.2%) |
| 9 | A ASMLF ASML HLDG NV | $21.9M | 11.0K | 2.32% | Trimmed(-12.3%) |
| 10 | T TMQ TRILOGY METALS INC NEW | $21.4M | 6.09M | 2.27% | Added(+29.6%) |
| 11 | S SWKS SKYWORKS SOLUTIONS INC | $20M | 295.1K | 2.12% | Added(+89.3%) |
| 12 | C CCJ CAMECO CORP | $19.7M | 193.7K | 2.09% | Trimmed(-0.3%) |
| 13 | N NXE NEXGEN ENERGY LTD | $19.1M | 2.04M | 2.02% | Added(+4.8%) |
| 14 | A AR Antero Resources Corporation | $18.7M | 533.4K | 1.99% | Trimmed(-17.7%) |
| 15 | N NOKBF NOKIA CORP | $18.1M | 1.36M | 1.91% | Trimmed(-11.6%) |
| 16 | ? N/A CORE NATURAL RESOURCES INC | $17.6M | 219.9K | 1.86% | Trimmed(-25.0%) |
| 17 | A ACLS AXCELIS TECHNOLOGIES INC | $17.1M | 90.3K | 1.81% | Added(+112.7%) |
| 18 | N NTR NUTRIEN LTD | $16.3M | 259.0K | 1.73% | Trimmed(-33.6%) |
| 19 | A APD AIR PRODUCTS AND CHEMICALS I | $16.1M | 55.1K | 1.71% | Trimmed(-32.8%) |
| 20 | E EXE EXPAND ENERGY CORPORATION | $15.9M | 174.7K | 1.69% | — |
| 21 | E EQT EQT CORP | $15.8M | 297.5K | 1.68% | — |
| 22 | B BA-PA BOEING CO | $15M | 69.5K | 1.59% | Added(+48.1%) |
| 23 | B BG BUNGE GLOBAL SA | $14.5M | 135.8K | 1.53% | Added(+1.6%) |
| 24 | U UNP UNION PAC CORP | $14.4M | 52.9K | 1.52% | Added(+43.2%) |
| 25 | R RTPPF RIO TINTO PLC | $13.8M | 145.7K | 1.47% | Added(+22.7%) |
| 26 | G GSM FERROGLOBE PLC | $13.4M | 4.20M | 1.42% | Added(+7.0%) |
| 27 | F FLR FLUOR CORP | $13.3M | 254.8K | 1.41% | Added(+697.7%) |
| 28 | F FCX FREEPORT MCMORAN INC | $13.2M | 209.1K | 1.39% | Added(+37.2%) |
| 29 | R RRC Range Resources Corp | $12.8M | 344.8K | 1.36% | Trimmed(-34.6%) |
| 30 | A ALB-PA ALBEMARLE CORP | $12.7M | 94.4K | 1.35% | Added(+7.0%) |
| 31 | G GEV GE VERNOVA INC | $12.7M | 10.8K | 1.35% | Unchanged |
| 32 | C CF CF INDUSTRIES HOLD | $12.5M | 115.6K | 1.33% | Trimmed(-31.4%) |
| 33 | A AA ALCOA CORP | $12.3M | 236.7K | 1.31% | Added(+6.8%) |
| 34 | N NOC NORTHROP GRUMMAN CORP | $12.3M | 24.2K | 1.31% | Trimmed(-12.1%) |
| 35 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $11.2M | 22.3K | 1.18% | Added(+4.6%) |
| 36 | I IPX IPERIONX LTD | $10.3M | 345.2K | 1.09% | Added(+3140.6%) |
| 37 | V VRT VERTIV HOLDINGS CO | $10.2M | 30.5K | 1.08% | Added(+5.6%) |
| 38 | A AGI ALAMOS GOLD INC | $10.2M | 335.9K | 1.08% | Added(+4.2%) |
| 39 | A AEM AGNICO EAGLE MINES LTD | $10M | 64.4K | 1.06% | Added(+8.5%) |
| 40 | A AMR ALPHA METALLURGICAL RESOUR I | $9.9M | 60.2K | 1.05% | Added(+65.1%) |
| 41 | I IPGP IPG PHOTONICS CORP | $9.5M | 81.2K | 1.01% | Added(+118.1%) |
| 42 | G GFS GLOBALFOUNDRIES INC ORDINARY S | $9.4M | 113.9K | 0.99% | Trimmed(-24.7%) |
| 43 | N NE-WT NOBLE CORP PLC | $8M | 215.2K | 0.85% | Added(+1.8%) |
| 44 | D DOV DOW HLDGS INC | $7.7M | 280.8K | 0.81% | Added(+13.9%) |
| 45 | N NVTS NAVITAS SEMICONDUCTOR CORP | $7.7M | 427.3K | 0.81% | Added(+622.3%) |
| 46 | C CC CHEMOURS CO | $7.2M | 348.5K | 0.76% | Added(+9.8%) |
| 47 | W WFRD WEATHERFORD INTL PLC | $6.9M | 84.5K | 0.73% | Added(+2.0%) |
| 48 | L LYB LYONDELLBASELL INDUSTRIES NV | $6.7M | 127.3K | 0.71% | Unchanged |
| 49 | A AMAT APPLIED MATLS INC | $6.7M | 9.2K | 0.70% | Unchanged |
| 50 | O OLN OLIN CORP | $6.4M | 323.9K | 0.68% | Added(+68.4%) |