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Old West Investment Management, LLC

All holdings · as of Dec 31, 2025

102 positions

CompanyClassValueShares% of portfolio
CATERPILLAR INC—$2.55M4,4580.5%
L3HARRIS TECHNOLOGIES, INC. /DE—$2.47M8,4150.4%
APPLIED MATERIALS INC /DE—$2.36M9,2000.4%
Agilent Technologies Inc—$2.30M16,9250.4%
Visa Inc—$2.28M6,5100.4%
Noble Corp plc—$2.27M80,3540.4%
Genie Energy Ltd.GNECommon Stock$2.21M160,6000.4%
GOLAR LNG LTD—$2.20M59,2520.4%
Teledyne Technologies Inc—$2.18M4,2600.4%
Veeco Instruments Inc—$2.04M71,4280.4%
SLB LIMITED/NV—$2.03M52,8620.4%
DENISON MINES CORP.—$1.90M715,9790.3%
COHERENT CORP—$1.85M10,0000.3%
AXCELIS TECHNOLOGIES INC—$1.45M18,0640.3%
ATI Inc—$1.44M12,5550.3%
THERMO FISHER SCIENTIFIC INC.—$1.26M2,1800.2%
Vale S.A.VALEADR$1.20M92,0800.2%
MP Materials Corp. / DE—$1.19M23,5890.2%
RIO TINTO PLC—$1.14M14,2100.2%
HECLA MINING CO/DE—$1.07M55,7100.2%
Ralliant Corp—$1.02M19,9670.2%
Northrop Grumman Corp—$1.01M1,7800.2%
LINDE PLC—$989.2K2,3200.2%
CTS Corp—$962.1K22,4420.2%
PETROLEO BRASILEIRO S.A. PETROBRAS—$924.8K78,0400.2%
Materion Corp—$904.4K7,2750.2%
Chemours Co—$903.7K76,6530.2%
KBR Inc—$876.4K21,8020.2%
NOV Inc—$864.9K55,3330.2%
ERO COPPER CORP—$824.5K29,1440.1%
WELLS FARGO & COMPANY/MN—$749.0K8,0370.1%
Fluor Corp—$718.1K18,1190.1%
Energy Recovery, Inc.—$673.7K49,9440.1%
Core Laboratories Inc. /DE—$612.7K38,2230.1%
Amentum Holdings, Inc.—$561.3K19,3550.1%
HEXCEL CORP /DE—$466.8K6,3170.1%
Science Applications International Corp—$462.5K4,5950.1%
Alphabet Inc.—$440.9K1,4050.1%
Alphabet Inc.—$438.2K1,4000.1%
Atkore Inc.—$429.5K6,7910.1%
WASTE MANAGEMENT INC—$428.9K1,9520.1%
SPDR GOLD TR—$396.3K1,0000.1%
Transocean Ltd.—$392.4K95,0000.1%
The Boeing Company—$346.5K1,5960.1%
LOWES COMPANIES INC—$321.7K1,3340.1%
POWER INTEGRATIONS INC—$319.3K8,9850.1%
FORD MOTOR CO—$297.3K22,6600.1%
CENTRUS ENERGY CORP—$293.5K1,2090.1%
RTX Corp—$285.9K1,5590.1%
INTEL CORP—$247.0K6,6950.0%
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