Old West Investment Management

Old West Investment Management as of Dec. 31, 2013

Portfolio Holdings for Old West Investment Management

Old West Investment Management holds 84 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sears Holdings Corporation 8.7 $14M 295k 49.04
Freeport-McMoRan Copper & Gold (FCX) 6.6 $11M 290k 37.74
Chesapeake Energy Corporation 6.5 $11M 399k 27.14
Leucadia National 5.6 $9.3M 329k 28.34
Liberty Media 4.5 $7.5M 51k 146.28
Sears Hometown and Outlet Stores 4.3 $7.1M 279k 25.50
Colfax Corporation 4.2 $6.9M 109k 63.69
Microsoft Corporation (MSFT) 4.0 $6.7M 179k 37.41
Live Nation Entertainment (LYV) 3.7 $6.2M 314k 19.76
AutoNation (AN) 3.5 $5.9M 118k 49.68
Ascent Media Corporation 2.5 $4.2M 49k 85.54
Remy International 2.5 $4.1M 174k 23.31
Bank of America Corporation (BAC) 1.9 $3.2M 203k 15.57
Mcewen Mining 1.9 $3.2M 1.6M 1.96
Wal-Mart Stores (WMT) 1.9 $3.1M 39k 78.68
Potash Corp 1.6 $2.6M 80k 32.95
East West Ban (EWBC) 1.5 $2.6M 73k 34.96
Western Refining 1.3 $2.1M 50k 42.40
Yamana Gold 1.0 $1.6M 191k 8.62
Prospect Capital Corporation (PSEC) 0.9 $1.6M 140k 11.21
USG Corporation 0.9 $1.5M 54k 28.36
Legg Mason 0.9 $1.5M 34k 43.48
Murphy Oil Corporation (MUR) 0.9 $1.5M 23k 64.86
Black Diamond 0.8 $1.4M 106k 13.32
Starwood Property Trust (STWD) 0.8 $1.4M 50k 27.70
Air Lease Corp (AL) 0.8 $1.4M 44k 31.07
Vale (VALE) 0.8 $1.3M 84k 15.24
Hewlett-Packard Company 0.8 $1.3M 46k 27.96
Teva Pharmaceutical Industries (TEVA) 0.8 $1.2M 31k 40.05
Calumet Specialty Products Partners, L.P (CLMT) 0.7 $1.2M 47k 26.00
Directv 0.7 $1.2M 18k 69.02
Oaktree Cap 0.7 $1.2M 20k 58.80
EXCO Resources 0.7 $1.2M 218k 5.31
New Gold Inc Cda (NGD) 0.7 $1.1M 206k 5.24
Kinder Morgan (KMI) 0.7 $1.1M 30k 36.00
Western Gas Partners 0.6 $1.0M 17k 61.65
Skilled Healthcare 0.6 $1.0M 217k 4.81
NuStar Energy (NS) 0.6 $1.0M 20k 50.95
SPX Corporation 0.6 $1.0M 10k 99.59
EOG Resources (EOG) 0.6 $968k 5.8k 167.74
Cintas Corporation (CTAS) 0.6 $956k 16k 59.53
Emerson Electric (EMR) 0.6 $922k 13k 70.17
Marvell Technology Group 0.6 $915k 64k 14.37
Medtronic 0.5 $882k 15k 57.36
AGCO Corporation (AGCO) 0.5 $846k 14k 59.12
MannKind Corporation 0.5 $837k 161k 5.20
American International (AIG) 0.5 $840k 17k 51.04
Berkshire Hathaway (BRK.B) 0.5 $824k 7.0k 118.54
Nmi Hldgs Inc cl a (NMIH) 0.5 $835k 66k 12.72
Winthrop Realty Trust 0.5 $809k 73k 11.04
Idenix Pharmaceuticals 0.5 $787k 132k 5.98
Weatherford International Lt reg 0.5 $780k 50k 15.48
Gap (GPS) 0.4 $723k 19k 39.04
Ford Motor Company (F) 0.4 $734k 48k 15.43
Boardwalk Pipeline Partners 0.4 $734k 29k 25.51
Fifth Street Finance 0.4 $693k 75k 9.24
Texas Industries 0.4 $693k 10k 68.74
Opko Health (OPK) 0.4 $703k 83k 8.43
Masco Corporation (MAS) 0.4 $680k 30k 22.74
Energy Transfer Partners 0.4 $687k 12k 57.25
Sonic Automotive (SAH) 0.4 $634k 26k 24.45
BP Prudhoe Bay Royalty Trust (BPT) 0.4 $637k 8.0k 79.62
SandRidge Energy 0.4 $613k 101k 6.07
Alere 0.4 $616k 17k 36.17
Devon Energy Corporation (DVN) 0.3 $577k 9.3k 61.84
International Game Technology 0.3 $583k 32k 18.14
Lamar Advertising Company 0.3 $581k 11k 52.21
Smart Balance 0.3 $577k 36k 15.86
PMC-Sierra 0.3 $566k 88k 6.42
Lennar Corporation (LEN) 0.3 $511k 13k 39.54
St. Joe Company (JOE) 0.3 $507k 27k 19.17
Theravance 0.3 $509k 14k 35.61
ViaSat (VSAT) 0.3 $515k 8.2k 62.63
Pacific Mercantile Ban 0.3 $490k 79k 6.21
Hatteras Financial 0.3 $490k 30k 16.33
PennyMac Mortgage Investment Trust (PMT) 0.3 $459k 20k 22.95
Kythera Biopharmaceuticals I 0.2 $402k 11k 37.32
Caterpillar (CAT) 0.2 $375k 4.1k 90.58
Hansen Medical 0.2 $373k 216k 1.73
Synta Pharmaceuticals 0.2 $371k 71k 5.23
Intrexon 0.2 $305k 13k 23.77
Kalobios Pharmaceuticals 0.1 $251k 57k 4.41
Wells Fargo & Company (WFC) 0.1 $240k 5.3k 45.25
Arc Document Solutions (ARC) 0.1 $85k 10k 8.14