Old West Investment Management, LLC

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...