account_balance
Investment manager · 13F filer · SEC CIK 1549358
Old West Investment Management, LLC
Reported value$944Mas of Jun 30, 2026
Positions124 14 new, 13 sold out
Top 10 weight26.7%BRKR alone is 4%
FiledAug 637 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BRKRBruker Corp
4.3%Added +4%
OIIOceaneering Intl Inc
3.0%
TDWTidewater Inc New
2.8%Trimmed −4%
LMTLockheed Martin Corp
2.6%
ILMNIllumina Inc
2.4%Added +446%
SUSuncor Energy Inc New
2.4%
SLBSLB Limited
2.4%Trimmed −3%
CNQCanadian Nat Res Ltd Med Ter
2.3%Trimmed −2%
ASMLAsml HLDG NV
2.3%Trimmed −12%
TMQTrilogy Metals Inc New
2.3%Added +30%
SWKSSkyworks Solutions Inc
2.1%Added +89%
CCJCameco Corp
2.1%
BRKRBruker Corp
4.3%Added +4%
OII3.0%TDW2.8%LMT2.6%ILMN2.4%SU2.4%SLB2.4%CNQ2.3%ASML2.3%TMQ2.3%SWKS2.1%CCJ2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRKR Bruker Corp 4.3% Added +4%OII Oceaneering Intl Inc 3.0% HeldTDW Tidewater Inc New 2.8% Trimmed −4%LMT Lockheed Martin Corp 2.6% HeldILMN Illumina Inc 2.4% Added +446%SU Suncor Energy Inc New 2.4% HeldSLB SLB Limited 2.4% Trimmed −3%CNQ Canadian Nat Res Ltd Med Ter 2.3% Trimmed −2%ASML Asml HLDG NV 2.3% Trimmed −12%TMQ Trilogy Metals Inc New 2.3% Added +30%SWKS Skyworks Solutions Inc 2.1% Added +89%CCJ Cameco Corp 2.1% Held
What changed