Fund Universe

Old West Investment Management, LLC

CIK 0001549358 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.124
AUM ($M)
944
Positions
124
Turnover
0.25
Top-10 wt
27%
Herfindahl
0.016
History (qtrs)
6
Excess Return
+5.3%

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 137 positions · portfolio value $944M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
BRKR funds › BRUKER CORP ADD 4.3% +1.7% 40.1 667,103 +26,103 5
OII funds › OCEANEERING INTL INC TRIM 3.0% +0.3% 28.1 693,549 -3,644 5
TDW funds › TIDEWATER INC NEW TRIM 2.8% -0.9% 26.2 393,788 -16,469 5
LMT funds › LOCKHEED MARTIN CORP TRIM 2.6% -0.6% 24.7 48,441 -814 5
ILMN funds › ILLUMINA INC ADD 2.4% +2.1% 22.5 127,804 +104,416 3 +62.7%
SU funds › SUNCOR ENERGY INC NEW ADD 2.4% -0.6% 22.5 418,292 +5,145 4 +50.0%
SLB funds › SLB LIMITED TRIM 2.4% -0.4% 22.3 479,478 -12,474 3 +53.4%
CNQ funds › CANADIAN NAT RES LTD MED TER TRIM 2.3% -0.7% 22.0 556,966 -12,382 5
ASML funds › ASML HLDG NV TRIM 2.3% +0.5% 21.9 11,000 -1,543 5
TMQ funds › TRILOGY METALS INC NEW ADD 2.3% +0.4% 21.4 6,092,657 +1,390,945 5
SWKS funds › SKYWORKS SOLUTIONS INC ADD 2.1% +1.2% 20.0 295,073 +139,204 2 +0.1%
CCJ funds › CAMECO CORP TRIM 2.1% -0.2% 19.7 193,664 -483 5
NXE funds › NEXGEN ENERGY LTD ADD 2.0% -0.4% 19.1 2,035,633 +94,037 5
AR funds › Antero Resources Corporation TRIM 2.0% -1.0% 18.7 533,355 -114,967 3 -9.2%
NOK funds › NOKIA CORP TRIM 1.9% +0.6% 18.1 1,359,833 -178,898 4 +134.9%
CNR funds › CORE NATURAL RESOURCES INC TRIM 1.9% -1.5% 17.6 219,914 -73,249 4 +13.9%
ACLS funds › AXCELIS TECHNOLOGIES INC ADD 1.8% +1.4% 17.1 90,334 +47,853 4 +52.3%
NTR funds › NUTRIEN LTD TRIM 1.7% -1.5% 16.3 259,047 -131,301 2 -33.0%
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 1.7% -0.9% 16.1 55,058 -26,871 2 -3.8%
EXE funds › EXPAND ENERGY CORPORATION NEW 1.7% +1.7% 15.9 174,743 +174,743 1 -36.7%
EQT funds › EQT CORP NEW 1.7% +1.7% 15.8 297,454 +297,454 1 -43.4%
BA funds › BOEING CO ADD 1.6% +0.6% 15.0 69,454 +22,559 5
BG funds › BUNGE GLOBAL SA ADD 1.5% -0.3% 14.5 135,751 +2,141 5
UNP funds › UNION PAC CORP ADD 1.5% +0.6% 14.4 52,870 +15,945 2 -3.2%
RIO funds › RIO TINTO PLC ADD 1.5% +0.3% 13.8 145,736 +26,959 3 +37.1%
GSM funds › FERROGLOBE PLC ADD 1.4% -0.3% 13.4 4,201,296 +274,677 5
FLR funds › FLUOR CORP ADD 1.4% +1.3% 13.3 254,781 +222,842 5 +2.7%
FCX funds › FREEPORT MCMORAN INC ADD 1.4% +0.4% 13.2 209,137 +56,750 5
RRC funds › Range Resources Corp TRIM 1.4% -1.2% 12.8 344,829 -182,489 2 -9.0%
ALB funds › ALBEMARLE CORP ADD 1.3% -0.4% 12.7 94,373 +6,191 5
GEV funds › GE VERNOVA INC HOLD 1.3% +0.3% 12.7 10,815 +0 2 +39.6%
CF funds › CF INDUSTRIES HOLD TRIM 1.3% -1.0% 12.5 115,640 -52,875 2 +32.6%
AA funds › ALCOA CORP ADD 1.3% -0.3% 12.3 236,718 +15,123 4 +39.3%
NOC funds › NORTHROP GRUMMAN CORP TRIM 1.3% -0.7% 12.3 24,203 -3,336 4 -20.2%
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 1.2% +0.1% 11.2 22,326 +975 5
IPX funds › IPERIONX LTD ADD 1.1% +1.1% 10.3 345,185 +334,533 2 -99.7%
VRT funds › VERTIV HOLDINGS CO ADD 1.1% +0.3% 10.2 30,458 +1,625 5
AGI funds › ALAMOS GOLD INC ADD 1.1% -0.5% 10.2 335,867 +13,483 5
AEM funds › AGNICO EAGLE MINES LTD ADD 1.1% -0.2% 10.0 64,372 +5,063 5
AMR funds › ALPHA METALLURGICAL RESOUR I ADD 1.1% +0.2% 9.9 60,213 +23,738 5
IPGP funds › IPG PHOTONICS CORP ADD 1.0% +0.5% 9.5 81,189 +43,969 5 -2.6%
GFS funds › GLOBALFOUNDRIES INC ORDINARY S TRIM 1.0% +0.3% 9.4 113,860 -37,265 2 -2.2%
NE funds › NOBLE CORP PLC ADD 0.8% -0.3% 8.0 215,153 +3,729 5 +50.2%
DOW funds › DOW HLDGS INC ADD 0.8% -0.3% 7.7 280,847 +34,321 2 -29.3%
NVTS funds › NAVITAS SEMICONDUCTOR CORP ADD 0.8% +0.8% 7.7 427,322 +368,161 2 +186.7%
CC funds › CHEMOURS CO ADD 0.8% -0.0% 7.2 348,549 +31,220 4 -11.3%
WFRD funds › WEATHERFORD INTL PLC ADD 0.7% -0.1% 6.9 84,547 +1,648 4 +51.7%
LYB funds › LYONDELLBASELL INDUSTRIES NV HOLD 0.7% -0.4% 6.7 127,282 +0 2 +5.2%
AMAT funds › APPLIED MATLS INC HOLD 0.7% +0.4% 6.7 9,200 +0 4 +195.0%
OLN funds › OLIN CORP ADD 0.7% +0.1% 6.4 323,869 +131,498 2 -66.3%
PBF funds › PBF ENERGY INC HOLD 0.7% -0.0% 6.4 140,690 +0 4 +195.7%
F funds › FORD MTR CO ADD 0.7% +0.6% 6.4 459,863 +437,203 5
EWBC funds › EAST WEST BANCORP INC HOLD 0.7% +0.1% 6.2 47,795 +0 5
ALM funds › ALMONTY INDS INC HOLD 0.6% +0.1% 5.9 356,146 +0 4 +216.2%
CLF funds › CLEVELAND-CLIFFS INC NEW NEW 0.6% +0.6% 5.8 616,022 +616,022 1 +33.6%
CSX funds › CSX CORP ADD 0.6% +0.1% 5.7 118,908 +13,258 2 +21.5%
CE funds › CELANESE CORP DEL ADD 0.6% -0.1% 5.6 122,485 +29,716 2 -64.9%
PBR funds › PETROLEO BRASILEIRO S A HOLD 0.6% -0.2% 5.5 341,645 +0 3 +30.3%
CNI funds › CANADIAN NATL RY CO ADD 0.6% +0.1% 5.5 46,220 +5,265 2 +9.7%
TMC funds › TMC The Metals Co Inc. HOLD 0.6% -0.0% 5.3 1,204,038 +0 5
KEYS funds › KEYSIGHT TECHNOLOGIES INC HOLD 0.5% +0.1% 5.2 14,775 +0 4 +97.5%
WOLF funds › WOLFSPEED INC ADD 0.5% +0.5% 5.1 106,661 +83,179 2 +152.3%
CP funds › CANADIAN PACIFIC KANSAS CITY ADD 0.5% +0.1% 5.1 58,985 +6,955 2 -5.5%
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.5% +0.4% 5.1 10,083 +7,795 4 -1.3%
CAT funds › CATERPILLAR INC HOLD 0.5% +0.2% 4.7 4,458 +0 5
VECO funds › VEECO INSTRS INC DEL TRIM 0.5% +0.2% 4.7 62,423 -18,222 5 +86.7%
TECK funds › TECK RESOURCES LTD NEW 0.5% +0.5% 4.5 76,133 +76,133 1 +1.1%
NSC funds › NORFOLK SOUTHN CORP HOLD 0.5% +0.0% 4.5 14,315 +0 2 -17.4%
CRK funds › COMSTOCK RES INC NEW 0.4% +0.4% 4.1 275,083 +275,083 1 -40.4%
BAC funds › BANK OF AMER CORP HOLD 0.4% +0.1% 4.1 71,334 +0 5
COHR funds › COHERENT CORP HOLD 0.4% +0.2% 3.9 10,000 +0 4 +228.3%
MKSI funds › MKS INC. HOLD 0.4% +0.2% 3.9 8,790 +0 5 +145.2%
OMEX funds › ODYSSEY MARINE EXPL INC TRIM 0.4% -0.0% 3.8 4,502,674 -270,522 4 -61.7%
GLNG funds › GOLAR LNG LTD ADD 0.4% -0.0% 3.8 76,478 +3,231 5 +3.3%
LAC funds › LITHIUM AMERS CORP NEW ADD 0.4% +0.0% 3.4 890,484 +50,629 4 -5.5%
AME funds › AMETEK INC HOLD 0.3% +0.0% 3.1 12,970 +0 3 +23.9%
TDY funds › TELEDYNE TECHNOLOGIES INC HOLD 0.3% +0.0% 2.8 4,260 +0 4 +4.2%
AAPL funds › APPLE INC HOLD 0.3% +0.0% 2.8 9,685 +0 5
VALE funds › VALE S A ADD 0.3% +0.1% 2.6 171,456 +79,376 3 +5.3%
ATI funds › ATI INC HOLD 0.3% +0.1% 2.5 12,555 +0 3 +186.5%
LHX funds › L3HARRIS TECHNOLOGIES INC HOLD 0.3% -0.1% 2.4 8,415 +0 4 -12.4%
GNE funds › GENIE ENERGY LTD HOLD 0.2% -0.0% 2.3 160,600 +0 5
STLA funds › STELLANTIS N.V NEW 0.2% +0.2% 2.3 403,107 +403,107 1 -98.2%
CTS funds › CTS CORP ADD 0.2% +0.1% 2.2 33,814 +2,555 3 +56.4%
RAL funds › RALLIANT CORP ADD 0.2% +0.1% 2.2 29,903 +2,913 3 +58.0%
LRCX funds › LAM RESEARCH CORP NEW 0.2% +0.2% 2.2 5,000 +5,000 1 +86.3%
MTRN funds › MATERION CORP ADD 0.2% +0.1% 2.1 7,176 +837 4 +132.7%
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.2% +0.2% 2.0 48,293 +38,634 2 -26.8%
DNN funds › DENISON MINES CORP ADD 0.2% -0.0% 2.0 661,255 +51,820 5
MOS funds › MOSAIC CO TRIM 0.2% -0.2% 1.8 84,786 -61,139 2 -75.1%
ATKR funds › ATKORE INC ADD 0.2% +0.1% 1.7 22,737 +9,720 3 +44.2%
KMI funds › KINDER MORGAN INC DEL ADD 0.2% +0.1% 1.7 53,418 +38,339 2 -23.0%
NOV funds › NOV INC ADD 0.2% +0.0% 1.7 91,306 +8,942 3 +38.2%
POWI funds › POWER INTEGRATIONS INC ADD 0.2% +0.1% 1.6 18,536 +2,544 3 +125.6%
HUN funds › HUNTSMAN CORP TRIM 0.1% -0.4% 1.4 131,927 -226,945 2 -60.8%
MP funds › MP MATERIALS CORP HOLD 0.1% +0.0% 1.2 22,300 +0 5
LIN funds › LINDE PLC HOLD 0.1% +0.0% 1.2 2,320 +0 3 -1.3%
LAR funds › LITHIUM ARGENTINA AG ADD 0.1% +0.0% 1.2 143,072 +23,854 3 +40.0%
CBT funds › CABOT CORP NEW 0.1% +0.1% 1.1 12,326 +12,326 1 +12.5%
SAIC funds › SCIENCE APPLICATIONS INTL CO ADD 0.1% +0.0% 1.1 9,800 +2,194 3 +43.9%
KBR funds › KBR INC ADD 0.1% +0.0% 1.0 28,248 +7,202 4 -43.5%
HXL funds › HEXCEL CORP NEW ADD 0.1% +0.0% 0.9 9,317 +2,436 4 +48.2%
OKE funds › ONEOK INC NEW NEW 0.1% +0.1% 0.8 9,737 +9,737 1 -13.4%
ENPH funds › ENPHASE ENERGY INC NEW 0.1% +0.1% 0.8 15,948 +15,948 1 -81.6%
SSL funds › SASOL LTD ADD 0.1% -0.0% 0.8 79,338 +20,131 2 +95.0%
CLB funds › CORE LABORATORIES INC ADD 0.1% +0.0% 0.7 59,910 +19,385 3 -47.5%
ERII funds › Energy Recovery Inc ADD 0.1% +0.0% 0.7 76,930 +30,254 5
AMTM funds › AMENTUM HOLDINGS INC ADD 0.1% +0.0% 0.7 32,875 +11,108 3 -24.6%
WFC funds › WELLS FARGO & CO HOLD 0.1% +0.0% 0.7 8,037 +0 5
FMC funds › FMC CORP TRIM 0.1% -0.9% 0.6 50,667 -471,882 2 -82.1%
WMB funds › WILLIAMS COS INC NEW 0.1% +0.1% 0.6 7,696 +7,696 1 -34.2%
AMT funds › AMERICAN TOWER CORP NEW 0.1% +0.1% 0.5 3,321 +3,321 1 -24.3%
INTC funds › INTEL CORP TRIM 0.1% +0.0% 0.5 3,641 -3,054 4 +297.3%
LUMN funds › LUMEN TECHNOLOGIES INC NEW 0.1% +0.1% 0.5 65,735 +65,735 1 -102.2%
GOOGL funds › ALPHABET INC HOLD 0.1% +0.0% 0.5 1,400 +0 5
GOOG funds › ALPHABET INC HOLD 0.1% +0.0% 0.5 1,405 +0 5
RIG funds › TRANSOCEAN LTD HOLD 0.0% -0.0% 0.5 95,000 +0 4 +73.6%
WM funds › WASTE MGMT INC DEL HOLD 0.0% -0.0% 0.4 1,952 +0 5
GLD funds › SPDR GOLD TR HOLD 0.0% -0.0% 0.4 1,000 +0 5
RTX funds › RTX CORPORATION HOLD 0.0% -0.0% 0.3 1,559 +0 5
LOW funds › LOWES COS INC HOLD 0.0% -0.0% 0.3 1,334 +0 5
ELAN funds › ELANCO ANIMAL HEALTH INC TRIM 0.0% -0.7% 0.2 9,050 -281,106 5
VIRT funds › VIRTU FINL INC TRIM 0.0% -1.8% 0.2 3,737 -385,725 5
DUK funds › DUKE ENERGY CORP NEW NEW 0.0% +0.0% 0.2 1,666 +1,666 1 -16.7%
SSNC funds › SS&C TECH HLDGS EXIT 0.0% -0.7% 0.0 0 -100,419 0
UHAL funds › U HAUL HOLDING COMPANY EXIT 0.0% -0.4% 0.0 0 -79,320 0
ALLE funds › ALLEGION PLC EXIT 0.0% -0.4% 0.0 0 -24,978 0 -36.7%
A funds › AGILENT TECHNOLOGIES INC EXIT 0.0% -0.2% 0.0 0 -17,385 0 -64.1%
VAL funds › VALARIS LTD EXIT 0.0% -0.7% 0.0 0 -67,190 0
ET funds › Energy Transfer Equity L P Com EXIT 0.0% -0.5% 0.0 0 -219,080 0 +28.2%
VNOM funds › VIPER ENERGY INC EXIT 0.0% -1.2% 0.0 0 -231,780 0 +34.6%
BAK funds › BRASKEM SA EXIT 0.0% -0.1% 0.0 0 -140,593 0 +242.1%
GMED funds › GLOBUS MED INC EXIT 0.0% -0.7% 0.0 0 -72,672 0
CDRE funds › CADRE HLDGS INC EXIT 0.0% -0.2% 0.0 0 -73,821 0
BLDR funds › BUILDERS FIRSTSOURCE INC EXIT 0.0% -0.4% 0.0 0 -42,219 0 -67.3%
MUR funds › MURPHY OIL CORP EXIT 0.0% -0.4% 0.0 0 -100,000 0
V funds › Visa Inc EXIT 0.0% -0.2% 0.0 0 -6,510 0 -19.5%

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 944 124 0.25 27% 0.016 0.124 in
2026Q1 923 123 0.40 30% 0.018 0.052 in
2025Q4 560 102 0.18 40% 0.025 0.212 in
2025Q3 436 86 0.20 42% 0.027 0.187 in
2025Q2 303 62 0.20 46% 0.032 0.210 entered
2025Q1 277 59 0.00 49% 0.035 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status