Stock Taper 
OLD WEST INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Hexcel Corporation | HXL | 9.32K | $932.26K |
 Apple Inc. | AAPL | 9.69K | $2.8M |
 ONEOK, Inc. | OKE | 9.74K | $846.53K |
 Science Applications International Corporation | SAIC | 9.8K | $1.08M |
 Coherent, Inc. | COHR | 10K | $3.94M |
 Thermo Fisher Scientific Inc. | TMO | 10.08K | $5.06M |
 GE Vernova Inc. | GEV | 10.81K | $12.71M |
 ASML Holding N.V. | ASML | 11K | $21.88M |
 Cabot Corp. | CBT | 12.33K | $1.12M |
 ATI Inc. | ATI | 12.55K | $2.47M |
 AMETEK, Inc. | AME | 12.97K | $3.14M |
 Norfolk Southern Corporation | NSC | 14.31K | $4.5M |
 Keysight Technologies, Inc. | KEYS | 14.78K | $5.17M |
 Enphase Energy, Inc. | ENPH | 15.95K | $785.28K |
 Power Integrations, Inc. | POWI | 18.54K | $1.55M |
 MP Materials Corp. | MP | 22.3K | $1.25M |
 Berkshire Hathaway Inc. | BRK-B | 22.33K | $11.17M |
 Atkore Inc. | ATKR | 22.74K | $1.73M |
 Northrop Grumman Corporation | NOC | 24.2K | $12.33M |
 KBR, Inc. | KBR | 28.25K | $975.4K |