Stock Taper

OLD WEST INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-B22.33K$11.17M
MP Materials Corp.MP22.3K$1.25M
Power Integrations, Inc.POWI18.54K$1.55M
Enphase Energy, Inc.ENPH15.95K$785.28K
Keysight Technologies, Inc.KEYS14.78K$5.17M
Norfolk Southern CorporationNSC14.31K$4.5M
AMETEK, Inc.AME12.97K$3.14M
ATI Inc.ATI12.55K$2.47M
Cabot Corp.CBT12.33K$1.12M
ASML Holding N.V.ASML11K$21.88M
GE Vernova Inc.GEV10.81K$12.71M
Thermo Fisher Scientific Inc.TMO10.08K$5.06M
Coherent, Inc.COHR10K$3.94M
Science Applications International CorporationSAIC9.8K$1.08M
ONEOK, Inc.OKE9.74K$846.53K
Apple Inc.AAPL9.69K$2.8M
Hexcel CorporationHXL9.32K$932.26K
Applied Materials, Inc.AMAT9.2K$6.65M
Elanco Animal Health IncorporatedELAN9.05K$222.72K
MKS Inc.MKSI8.79K$3.91M