Old West Investment Management

Old West Investment Management as of March 31, 2023

Portfolio Holdings for Old West Investment Management

Old West Investment Management holds 56 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Barrick Gold Corp (GOLD) 12.0 $22M 1.2M 18.57
Limoneira Company (LMNR) 8.6 $16M 960k 16.66
Lockheed Martin Corporation (LMT) 7.9 $15M 31k 472.73
Nexgen Energy (NXE) 7.6 $14M 3.7M 3.83
Cameco Corporation (CCJ) 7.1 $13M 504k 26.17
Virtu Finl Cl A (VIRT) 6.2 $12M 606k 18.90
Smartrent Com Cl A (SMRT) 5.0 $9.3M 3.6M 2.55
Bunge 4.9 $9.1M 95k 95.52
Amer (UHAL) 4.3 $7.9M 132k 59.65
Kennedy-Wilson Holdings (KW) 3.9 $7.3M 440k 16.59
Enovix Corp (ENVX) 3.8 $7.0M 471k 14.91
Genie Energy CL B (GNE) 2.8 $5.3M 381k 13.82
Novagold Res Com New (NG) 2.7 $4.9M 792k 6.22
Agnico (AEM) 2.5 $4.6M 91k 50.97
Energy Fuels Com New (UUUU) 2.1 $3.9M 706k 5.58
Centrus Energy Corp Cl A (LEU) 1.7 $3.3M 101k 32.20
St. Joe Company (JOE) 1.5 $2.8M 68k 41.61
East West Ban (EWBC) 1.4 $2.7M 48k 55.50
Apple (AAPL) 1.4 $2.6M 16k 164.90
Fulgent Genetics (FLGT) 1.4 $2.5M 81k 31.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.3M 7.5k 308.77
Freeport-mcmoran CL B (FCX) 1.1 $2.1M 52k 40.91
Bank of America Corporation (BAC) 1.1 $2.0M 71k 28.60
Icahn Enterprises Depositary Unit (IEP) 0.8 $1.5M 29k 51.71
Abbott Laboratories (ABT) 0.7 $1.4M 13k 101.26
Caterpillar (CAT) 0.5 $1.0M 4.5k 228.84
Denison Mines Corp (DNN) 0.5 $853k 783k 1.09
Cadre Hldgs (CDRE) 0.4 $836k 39k 21.54
Ironwood Pharmaceuticals Com Cl A (IRWD) 0.4 $791k 75k 10.52
Seabridge Gold (SA) 0.2 $423k 33k 12.95
Bhp Group Sponsored Ads (BHP) 0.2 $381k 6.0k 63.41
Teck Resources CL B (TECK) 0.2 $370k 10k 36.50
Sigma Lithium Corporation (SGML) 0.2 $369k 9.8k 37.62
Rio Tinto Sponsored Adr (RIO) 0.2 $367k 5.3k 68.60
Canadian Natural Resources (CNQ) 0.2 $362k 6.5k 55.35
Lithium Amers Corp Com New 0.2 $357k 16k 21.76
Triumph (TGI) 0.2 $356k 31k 11.59
Vale S A Sponsored Ads (VALE) 0.2 $355k 23k 15.78
Peabody Energy (BTU) 0.2 $338k 13k 25.60
Ecopetrol S A Sponsored Ads (EC) 0.2 $333k 32k 10.56
Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) 0.2 $330k 36k 9.28
Warrior Met Coal (HCC) 0.2 $327k 8.9k 36.71
Ivanhoe Electric (IE) 0.2 $320k 26k 12.15
Waste Management (WM) 0.2 $319k 2.0k 163.17
Suncor Energy (SU) 0.2 $317k 10k 31.05
Alpha Metallurgical Resources (AMR) 0.2 $312k 2.0k 156.00
Arch Resources Cl A (ARCH) 0.2 $302k 2.3k 131.46
Wells Fargo & Company (WFC) 0.2 $300k 8.0k 37.38
Ford Motor Company (F) 0.2 $286k 23k 12.60
Boeing Company (BA) 0.1 $274k 1.3k 212.43
Lowe's Companies (LOW) 0.1 $267k 1.3k 199.97
Tmc The Metals Company (TMC) 0.1 $241k 291k 0.83
4068594 Enphase Energy (ENPH) 0.1 $215k 1.0k 210.28
Arc Document Solutions (ARC) 0.1 $97k 31k 3.17
Rafael Hldgs Com Cl B (RFL) 0.0 $79k 51k 1.55
New Gold Inc Cda (NGD) 0.0 $14k 13k 1.10