Old West Investment Management

Old West Investment Management as of March 31, 2013

Portfolio Holdings for Old West Investment Management

Old West Investment Management holds 72 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 26.3 $53M 337k 156.67
Sears Holdings Corporation 23.2 $47M 932k 49.97
Leucadia National 5.6 $11M 408k 27.43
AutoNation (AN) 4.1 $8.2M 186k 43.75
Liberty Media 3.4 $6.8M 61k 111.62
Sears Hometown and Outlet Stores 3.4 $6.7M 167k 40.35
Colfax Corporation 2.8 $5.7M 122k 46.54
Live Nation Entertainment (LYV) 2.7 $5.5M 445k 12.37
Ascent Media Corporation 2.7 $5.4M 73k 74.44
Wal-Mart Stores (WMT) 1.6 $3.1M 42k 74.81
Bank of America Corporation (BAC) 0.9 $1.8M 144k 12.18
Calumet Specialty Products Partners, L.P 0.9 $1.7M 47k 37.23
Western Gas Partners 0.8 $1.6M 27k 59.41
American International (AIG) 0.7 $1.4M 37k 38.80
Starwood Property Trust (STWD) 0.7 $1.4M 50k 27.76
Hewlett-Packard Company 0.7 $1.3M 57k 23.83
Hess (HES) 0.7 $1.3M 19k 71.56
Murphy Oil Corporation (MUR) 0.7 $1.3M 20k 63.70
Marvell Technology Group 0.7 $1.3M 123k 10.57
Cintas Corporation (CTAS) 0.6 $1.3M 29k 44.13
Kinder Morgan (KMI) 0.6 $1.2M 30k 38.67
EOG Resources (EOG) 0.6 $1.1M 8.6k 127.98
USG Corporation 0.6 $1.1M 42k 26.42
Winthrop Realty Trust 0.5 $1.1M 86k 12.58
Emerson Electric (EMR) 0.5 $1.1M 19k 55.84
Teva Pharmaceutical Industries (TEVA) 0.5 $1.0M 26k 39.65
St. Joe Company (JOE) 0.5 $1.0M 49k 21.24
Yamana Gold 0.5 $1.0M 67k 15.35
Skilled Healthcare 0.5 $977k 149k 6.56
Mcewen Mining 0.5 $976k 341k 2.86
Redwood Trust (RWT) 0.4 $880k 38k 23.16
Directv 0.4 $879k 16k 56.54
Weatherford International Lt reg 0.4 $863k 71k 12.13
Boardwalk Pipeline Partners 0.4 $843k 29k 29.29
New Gold Inc Cda (NGD) 0.4 $804k 88k 9.09
Martin Marietta Materials (MLM) 0.4 $786k 7.7k 101.92
Gap (GAP) 0.4 $787k 22k 35.37
Alere 0.4 $755k 30k 25.53
Prospect Capital Corporation (PSEC) 0.4 $763k 70k 10.90
Novartis (NVS) 0.4 $746k 11k 71.22
Berkshire Hathaway (BRK.B) 0.4 $719k 6.9k 104.19
Medtronic 0.4 $720k 15k 46.94
Ford Motor Company (F) 0.4 $722k 55k 13.15
MannKind Corporation 0.4 $729k 215k 3.39
Black Diamond 0.4 $715k 79k 9.10
Mbia (MBI) 0.3 $709k 69k 10.26
JPMorgan Chase & Co. (JPM) 0.3 $692k 15k 47.40
Legg Mason 0.3 $657k 21k 32.12
Texas Industries 0.3 $635k 10k 63.11
Agnico (AEM) 0.3 $624k 15k 41.01
Energy Transfer Partners 0.3 $608k 12k 50.67
Microsoft Corporation (MSFT) 0.3 $590k 21k 28.56
Computer Sciences Corporation 0.3 $584k 12k 49.17
EXCO Resources 0.3 $535k 75k 7.12
SandRidge Energy 0.3 $542k 103k 5.27
PennyMac Mortgage Investment Trust (PMT) 0.3 $517k 20k 25.85
Masco Corporation (MAS) 0.2 $494k 24k 20.24
Devon Energy Corporation (DVN) 0.2 $490k 8.7k 56.39
ViaSat (VSAT) 0.2 $461k 9.5k 48.41
Sonic Automotive (SAH) 0.2 $451k 20k 22.12
Lamar Advertising Company 0.2 $410k 8.5k 48.52
Pacific Mercantile Ban 0.2 $395k 68k 5.84
Opko Health (OPK) 0.2 $406k 53k 7.63
Smart Balance 0.2 $405k 45k 8.97
Lennar Corporation (LEN) 0.2 $387k 9.3k 41.40
Theravance 0.2 $388k 16k 23.60
Annaly Capital Management 0.2 $317k 20k 15.85
Furniture Brands International 0.1 $246k 246k 1.00
Hansen Medical 0.1 $247k 124k 2.00
Synta Pharmaceuticals 0.1 $190k 22k 8.59
PROLOR Biotech 0.1 $173k 34k 5.05
Arc Document Solutions (ARC) 0.0 $31k 10k 2.97