Old West Investment Management
$892M 13F equity value
129 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Old West Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BRKR | BRUKER CORP | 667,103 | $40M | 4.5% |
| OII | OCEANEERING INTL INC | 693,549 | $28M | 3.2% |
| TDW | TIDEWATER INC NEW | 393,788 | $26M | 2.9% |
| LMT | LOCKHEED MARTIN CORP | 48,441 | $25M | 2.8% |
| ILMN | ILLUMINA INC | 127,804 | $22M | 2.5% |
| SU | SUNCOR ENERGY INC NEW | 418,292 | $22M | 2.5% |
| SLB | SLB LIMITED | 479,478 | $22M | 2.5% |
| CNQ | CANADIAN NAT RES LTD MED TER | 556,966 | $22M | 2.5% |
| ASML | ASML HLDG NV | 11,000 | $22M | 2.5% |
| TMQ | TRILOGY METALS INC NEW | 6,092,657 | $21M | 2.4% |
Track Old West Investment Management's 13F portfolio: $892M in reported holdings, 129 positions. Top holdings and quarterly changes on SentiSense.
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