Old West Investment Management, LLC: 13F holdings
CIK 15493582026Q2
| Positions | 124 |
|---|---|
| Reported value | $944.2m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BRKR BRUKER CORP | 667,103 | $40.1m | 4.3% |
| OII OCEANEERING INTL INC | 693,549 | $28.1m | 3.0% |
| TDW TIDEWATER INC NEW | 393,788 | $26.2m | 2.8% |
| LMT LOCKHEED MARTIN CORP | 48,441 | $24.7m | 2.6% |
| ILMN ILLUMINA INC | 127,804 | $22.5m | 2.4% |
| SU SUNCOR ENERGY INC NEW | 418,292 | $22.5m | 2.4% |
| SLB SLB LIMITED | 479,478 | $22.3m | 2.4% |
| CNQ CANADIAN NAT RES LTD MED TER | 556,966 | $22.0m | 2.3% |
| ASML HLDG NV | 11,000 | $21.9m | 2.3% |
| TRILOGY METALS INC NEW | 6,092,657 | $21.4m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1549358")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.