OLD WEST INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EWBC | 48K | $5.09M |
 | GLNG | 46K | $1.84M |
 | ERII | 44K | $672.28K |
 | LMT | 39K | $19.37M |
 | VRT | 38K | $5.80M |
 | AMR | 28K | $4.65M |
 | ALLE | 28K | $5.00M |
 | ERO | 24K | $492.56K |
 | CC | 24K | $378.89K |
 | MP | 24K | $1.58M |
 | F | 23K | $271.01K |
 | AA | 22K | $719.14K |
 | IPGP | 21K | $1.65M |
 | BRK-B | 19K | $9.42M |
 | ACLS | 16K | $1.59M |
 | FLR | 16K | $678.59K |
 | MKSI | 16K | $1.96M |
 | AAPL | 13K | $3.29M |
 | ASML | 11K | $10.37M |
 | COHR | 10K | $1.08M |
East West Bancorp, Inc.
EWBC
Shares Held
48K
Value
$5.09M
Golar LNG Limited
GLNG
Shares Held
46K
Value
$1.84M
Energy Recovery, Inc.
ERII
Shares Held
44K
Value
$672.28K
Lockheed Martin Corporation
LMT
Shares Held
39K
Value
$19.37M
Vertiv Holdings Co
VRT
Shares Held
38K
Value
$5.80M
Alpha Metallurgical Resources, Inc.
AMR
Shares Held
28K
Value
$4.65M
Allegion plc
ALLE
Shares Held
28K
Value
$5.00M
Ero Copper Corp.
ERO
Shares Held
24K
Value
$492.56K
The Chemours Company
CC
Shares Held
24K
Value
$378.89K
MP Materials Corp.
MP
Shares Held
24K
Value
$1.58M
Ford Motor Company
F
Shares Held
23K
Value
$271.01K
Alcoa Corporation
AA
Shares Held
22K
Value
$719.14K
IPG Photonics Corporation
IPGP
Shares Held
21K
Value
$1.65M
Berkshire Hathaway Inc.
BRK-B
Shares Held
19K
Value
$9.42M
Axcelis Technologies, Inc.
ACLS
Shares Held
16K
Value
$1.59M
Fluor Corporation
FLR
Shares Held
16K
Value
$678.59K
MKS Inc.
MKSI
Shares Held
16K
Value
$1.96M
Apple Inc.
AAPL
Shares Held
13K
Value
$3.29M
ASML Holding N.V.
ASML
Shares Held
11K
Value
$10.37M
Coherent, Inc.
COHR
Shares Held
10K
Value
$1.08M