Stock Taper 
OLD WEST INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 LyondellBasell Industries N.V. | LYB | 127.28K | $6.7M |
 Celanese Corporation | CE | 122.48K | $5.63M |
 CSX Corporation | CSX | 118.91K | $5.65M |
 CF Industries Holdings, Inc. | CF | 115.64K | $12.52M |
 GLOBALFOUNDRIES Inc. | GFS | 113.86K | $9.38M |
 Wolfspeed Inc. | WOLF | 106.66K | $5.15M |
 Transocean Ltd. | RIG | 95K | $464.55K |
 Albemarle Corporation | ALB | 94.37K | $12.74M |
 NOV Inc. | NOV | 91.31K | $1.69M |
 Axcelis Technologies, Inc. | ACLS | 90.33K | $17.11M |
 The Mosaic Company | MOS | 84.79K | $1.8M |
 Weatherford International plc | WFRD | 84.55K | $6.89M |
 IPG Photonics Corporation | IPGP | 81.19K | $9.53M |
 Sasol Limited | SSL | 79.34K | $779.1K |
 Energy Recovery, Inc. | ERII | 76.93K | $693.91K |
 Golar LNG Limited | GLNG | 76.48K | $3.81M |
 Teck Resources Limited | TECK | 76.13K | $4.53M |
 Bank of America Corporation | BAC | 71.33K | $4.06M |
 The Boeing Company | BA | 69.45K | $15.03M |
 Lumen Technologies, Inc. | LUMN | 65.73K | $504.84K |