OLD WEST INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OMEX | 5.50M | $10.77M |
 | GSM | 3.80M | $17.63M |
 | NXE | 2.72M | $25.00M |
 | TMC | 1.86M | $11.49M |
 | NOK | 1.59M | $10.30M |
 | LAC | 807K | $3.52M |
 | CNQ | 768K | $26.01M |
 | BRKR | 685K | $32.26M |
 | OII | 543K | $13.05M |
 | KW | 500K | $4.83M |
 | ELAN | 499K | $11.30M |
 | AGI | 484K | $18.66M |
 | VIRT | 372K | $12.38M |
 | AA | 233K | $12.36M |
 | ET | 219K | $3.61M |
 | AR | 204K | $7.03M |
 | CCJ | 202K | $18.50M |
 | BG | 185K | $16.52M |
 | GNE | 161K | $2.21M |
 | UHAL | 153K | $7.73M |
Odyssey Marine Exploration, Inc.
OMEX
Shares Held
5.50M
Value
$10.77M
Ferroglobe PLC
GSM
Shares Held
3.80M
Value
$17.63M
NexGen Energy Ltd.
NXE
Shares Held
2.72M
Value
$25.00M
TMC the metals company Inc.
TMC
Shares Held
1.86M
Value
$11.49M
Nokia Oyj
NOK
Shares Held
1.59M
Value
$10.30M
Lithium Americas Corp.
LAC
Shares Held
807K
Value
$3.52M
Canadian Natural Resources Limited
CNQ
Shares Held
768K
Value
$26.01M
Bruker Corporation
BRKR
Shares Held
685K
Value
$32.26M
Oceaneering International, Inc.
OII
Shares Held
543K
Value
$13.05M
Kennedy-Wilson Holdings, Inc.
KW
Shares Held
500K
Value
$4.83M
Elanco Animal Health Incorporated
ELAN
Shares Held
499K
Value
$11.30M
Alamos Gold Inc.
AGI
Shares Held
484K
Value
$18.66M
Virtu Financial, Inc.
VIRT
Shares Held
372K
Value
$12.38M
Alcoa Corporation
AA
Shares Held
233K
Value
$12.36M
Energy Transfer LP
ET
Shares Held
219K
Value
$3.61M
Antero Resources Corporation
AR
Shares Held
204K
Value
$7.03M
Cameco Corporation
CCJ
Shares Held
202K
Value
$18.50M
Bunge Global S.A.
BG
Shares Held
185K
Value
$16.52M
Genie Energy Ltd.
GNE
Shares Held
161K
Value
$2.21M
U-Haul Holding Company
UHAL
Shares Held
153K
Value
$7.73M