Old West Investment Management as of Dec. 31, 2024
Portfolio Holdings for Old West Investment Management
Old West Investment Management holds 55 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Virtu Finl Cl A (VIRT) | 9.7 | $24M | 673k | 35.68 | |
| Cameco Corporation (CCJ) | 6.0 | $15M | 290k | 51.39 | |
| Lockheed Martin Corporation (LMT) | 5.4 | $13M | 27k | 485.94 | |
| Alamos Gold Com Cl A (AGI) | 5.2 | $13M | 697k | 18.44 | |
| Canadian Natural Resources (CNQ) | 4.9 | $12M | 395k | 30.87 | |
| Limoneira Company (LMNR) | 4.3 | $11M | 434k | 24.46 | |
| Globus Med Cl A (GMED) | 4.0 | $9.9M | 120k | 82.71 | |
| Bunge Global Sa Com Shs (BG) | 3.9 | $9.7M | 124k | 77.76 | |
| Amer (UHAL) | 3.7 | $9.2M | 134k | 69.09 | |
| Trilogy Metals (TMQ) | 3.7 | $9.1M | 7.8M | 1.16 | |
| Enovix Corp (ENVX) | 3.4 | $8.5M | 781k | 10.87 | |
| Agnico (AEM) | 3.4 | $8.4M | 107k | 78.21 | |
| Ferroglobe SHS (GSM) | 3.3 | $8.2M | 2.2M | 3.80 | |
| Ss&c Technologies Holding (SSNC) | 3.2 | $7.8M | 103k | 75.78 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $7.7M | 17k | 453.28 | |
| Cadre Hldgs (CDRE) | 2.8 | $6.9M | 213k | 32.30 | |
| Nexgen Energy (NXE) | 2.7 | $6.6M | 1.0M | 6.60 | |
| Kennedy-Wilson Holdings (KW) | 2.4 | $5.9M | 594k | 9.99 | |
| Elanco Animal Health (ELAN) | 1.9 | $4.8M | 394k | 12.11 | |
| St. Joe Company (JOE) | 1.7 | $4.1M | 91k | 44.93 | |
| Vertiv Holdings Com Cl A (VRT) | 1.5 | $3.7M | 33k | 113.61 | |
| Apellis Pharmaceuticals (APLS) | 1.5 | $3.6M | 114k | 31.91 | |
| Amicus Therapeutics (FOLD) | 1.5 | $3.6M | 380k | 9.42 | |
| Apple (AAPL) | 1.3 | $3.2M | 13k | 250.42 | |
| Denison Mines Corp (DNN) | 1.1 | $2.6M | 1.5M | 1.80 | |
| Freeport-mcmoran CL B (FCX) | 1.0 | $2.6M | 68k | 38.08 | |
| Genie Energy CL B (GNE) | 1.0 | $2.5M | 161k | 15.59 | |
| Alpha Metallurgical Resources (AMR) | 1.0 | $2.4M | 12k | 200.12 | |
| Tmc The Metals Company (TMC) | 1.0 | $2.4M | 2.1M | 1.12 | |
| Barrick Gold Corp (GOLD) | 0.9 | $2.3M | 150k | 15.50 | |
| Warrior Met Coal (HCC) | 0.8 | $1.9M | 36k | 54.24 | |
| Tidewater (TDW) | 0.7 | $1.8M | 32k | 54.71 | |
| Smartrent Com Cl A (SMRT) | 0.7 | $1.8M | 1.0M | 1.75 | |
| Valaris Cl A (VAL) | 0.6 | $1.6M | 36k | 44.24 | |
| Oceaneering International (OII) | 0.6 | $1.6M | 60k | 26.08 | |
| Albemarle Corporation (ALB) | 0.6 | $1.5M | 18k | 86.08 | |
| HudBay Minerals (HBM) | 0.5 | $1.2M | 150k | 8.10 | |
| Peabody Energy (BTU) | 0.5 | $1.2M | 57k | 20.94 | |
| Ivanhoe Electric (IE) | 0.5 | $1.2M | 153k | 7.55 | |
| Centerra Gold (CGAU) | 0.5 | $1.1M | 200k | 5.69 | |
| Coeur Mng Com New (CDE) | 0.4 | $1.1M | 193k | 5.72 | |
| Bank of America Corporation (BAC) | 0.4 | $942k | 21k | 43.95 | |
| Ur-energy (URG) | 0.4 | $920k | 800k | 1.15 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $866k | 1.3k | 693.08 | |
| Triumph (TGI) | 0.3 | $839k | 45k | 18.66 | |
| Centrus Energy Corp Cl A (LEU) | 0.3 | $676k | 10k | 66.61 | |
| Lions Gate Entmnt Corp Cl A Vtg (LGF.A) | 0.3 | $631k | 74k | 8.54 | |
| Clarus Corp (CLAR) | 0.2 | $497k | 110k | 4.51 | |
| Lowe's Companies (LOW) | 0.1 | $329k | 1.3k | 246.80 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.1 | $275k | 62k | 4.43 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $267k | 1.4k | 190.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $265k | 1.4k | 189.30 | |
| Lithium Americas Argentina C Com Shs (LAAC) | 0.1 | $263k | 101k | 2.62 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $242k | 1.0k | 242.13 | |
| Ford Motor Company (F) | 0.1 | $224k | 23k | 9.90 |
