DOSSIER · 13F-HR · Q1 2026

Old West Investment Management, LLC

Old West Investment's hedge fund based in Boston, MA $923M in tracked AUM across 123 positions as of Q1 2026.

OW
Old West Investment·Boston, MA·Hedge Fund
CIK 0001549358 · last filed Mar 31, 2026
Total AUM
$923M
14.6%
vs prior
Holdings
123
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
Top sector
Health Care
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Old West Investment Management LLC 13F Filing
1. Portfolio Overview

Old West Investment Management LLC reported a significant contraction in portfolio assets for the quarter ending September 30, 2025. The total portfolio value decreased by 30.1%, dropping from $303.29 million to $212.08 million. This reduction in assets under management (AUM) is likely driven by a combination of market performance in specific sectors and substantial capital reallocation, evidence...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TDW
TIDEWATER INC NEW
$34M410K3.7%
02
CNR
CORE NATURAL RESOURCES INC
$31M293K3.3%
03
LMT
LOCKHEED MARTIN CORP
$30M49K3.2%
04
NTR
NUTRIEN LTD
$29M390K3.2%
05
CNQ
CANADIAN NAT RES LTD MED TER
$28M569K3.0%
06
AR
Antero Resources Corporation
$28M648K3.0%
07
SU
SUNCOR ENERGY INC NEW
$27M413K3.0%
08
SLB
SLB LIMITED
$25M492K2.7%
09
OII
OCEANEERING INTL INC
$25M697K2.7%
10
RRC
Range Resources Corp
$24M527K2.6%

Filing history

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