Old West Investment Management, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$303.3B
Holdings
62
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (62 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NXENEXGEN ENERGY LTD | 2,534,801 | $17.6B | 5.80% | |
| 2 | CCOCAMECO CORP | 221,981 | $16.5B | 5.43% | |
| 3 | VIRTVIRTU FINL INC | 362,280 | $16.2B | 5.35% | |
| 4 | TMQTRILOGY METALS INC NEW | 11,094,426 | $15.0B | 4.94% | |
| 5 | AGIALAMOS GOLD INC NEW | 514,367 | $13.7B | 4.50% | |
| 6 | BGBUNGE GLOBAL SA | 169,028 | $13.6B | 4.47% | |
| 7 | LMTLOCKHEED MARTIN CORP | 28,478 | $13.2B | 4.35% | |
| 8 | AEMAGNICO EAGLE MINES LTD | 98,129 | $11.7B | 3.85% | |
| 9 | CVGWCALAVO GROWERS INC | 427,379 | $11.4B | 3.75% | |
| 10 | GSMFERROGLOBE PLC | 3,091,519 | $11.3B | 3.74% | |
| 11 | CRCCANADIAN NAT RES LTD | 352,983 | $11.1B | 3.65% | |
| 12 | BRKRBRUKER CORP | 234,844 | $9.7B | 3.19% | |
| 13 | SSNCSS&C TECHNOLOGIES HLDGS INC | 109,833 | $9.1B | 3.00% | |
| 14 | TMCTMC THE METALS COMPANY INC | 1,335,038 | $8.8B | 2.91% | |
| 15 | UHALU HAUL HOLDING COMPANY | 142,984 | $8.7B | 2.86% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,571 | $8.5B | 2.81% | |
| 17 | ELANELANCO ANIMAL HEALTH INC | 425,342 | $6.1B | 2.00% | |
| 18 | CDRECADRE HLDGS INC | 187,111 | $6.0B | 1.96% | |
| 19 | GMEDGLOBUS MED INC | 96,252 | $5.7B | 1.87% | |
| 20 | ENVXENOVIX CORPORATION | 542,797 | $5.6B | 1.85% | |
| 21 | KWKENNEDY-WILSON HOLDINGS INC | 726,430 | $4.9B | 1.63% | |
| 22 | EWBCEAST WEST BANCORP INC | 47,795 | $4.8B | 1.59% | |
| 23 | VRTVERTIV HOLDINGS CO | 35,967 | $4.6B | 1.52% | |
| 24 | JOEST JOE CO | 95,484 | $4.6B | 1.50% | |
| 25 | GNEGENIE ENERGY LTD | 160,600 | $4.3B | 1.42% | |
| 26 | OIIOCEANEERING INTL INC | 196,637 | $4.1B | 1.34% | |
| 27 | HCCWARRIOR MET COAL INC | 79,201 | $3.6B | 1.20% | |
| 28 | ALLEALLEGION PLC | 24,767 | $3.6B | 1.18% | |
| 29 | BLDRBUILDERS FIRSTSOURCE INC | 29,005 | $3.4B | 1.12% | |
| 30 | BACBANK AMERICA CORP | 71,334 | $3.4B | 1.11% | |
| 31 | ALBALBEMARLE CORP | 53,817 | $3.4B | 1.11% | |
| 32 | FCXFREEPORT-MCMORAN INC | 75,752 | $3.3B | 1.08% | |
| 33 | ASMLASML HOLDING N V | 4,040 | $3.2B | 1.07% | |
| 34 | SIRISIRIUSXM HOLDINGS INC | 140,367 | $3.2B | 1.06% | |
| 35 | VALVALARIS LTD | 67,569 | $2.8B | 0.94% | |
| 36 | TDWTIDEWATER INC NEW | 59,914 | $2.8B | 0.91% | |
| 37 | GTLSCHART INDS INC | 16,568 | $2.7B | 0.90% | |
| 38 | AAPLAPPLE INC | 12,914 | $2.6B | 0.87% | |
| 39 | MURMURPHY OIL CORP | 100,000 | $2.3B | 0.74% | |
| 40 | NENOBLE CORP PLC | 68,113 | $1.8B | 0.60% | |
| 41 | CATCATERPILLAR INC | 4,458 | $1.7B | 0.57% | |
| 42 | GLNGGOLAR LNG LTD | 37,397 | $1.5B | 0.51% | |
| 43 | MPMP MATERIALS CORP | 40,070 | $1.3B | 0.44% | |
| 44 | DMLDENISON MINES CORP | 694,614 | $1.3B | 0.42% | |
| 45 | AMRALPHA METALLURGICAL RESOUR I | 10,053 | $1.1B | 0.37% | |
| 46 | LEUCENTRUS ENERGY CORP | 5,920 | $1.1B | 0.36% | |
| 47 | FLRFLUOR CORP NEW | 15,450 | $792.1M | 0.26% | |
| 48 | MKSIMKS INC. | 6,794 | $675.1M | 0.22% | |
| 49 | WFCWELLS FARGO CO NEW | 8,037 | $643.9M | 0.21% | |
| 50 | IPGPIPG PHOTONICS CORP | 8,757 | $601.2M | 0.20% | |
| 51 | VECOVEECO INSTRS INC DEL | 29,518 | $599.8M | 0.20% | |
| 52 | ERIIENERGY RECOVERY INC | 41,577 | $531.4M | 0.18% | |
| 53 | WMWASTE MGMT INC DEL | 1,952 | $446.7M | 0.15% | |
| 54 | BABOEING CO | 1,788 | $374.6M | 0.12% | |
| 55 | GQ9SPDR GOLD TR | 1,000 | $304.8M | 0.10% | |
| 56 | LOWLOWES COS INC | 1,334 | $296.0M | 0.10% | |
| 57 | GOOGALPHABET INC | 1,400 | $248.3M | 0.08% | |
| 58 | GOOGLALPHABET INC | 1,400 | $246.7M | 0.08% | |
| 59 | FFORD MTR CO | 22,660 | $245.9M | 0.08% | |
| 60 | SGMLSIGMA LITHIUM CORPORATION | 51,601 | $232.2M | 0.08% | |
| 61 | RTXRTX CORPORATION | 1,559 | $227.6M | 0.08% | |
| 62 | UREUR-ENERGY INC | 16,897 | $17.7M | 0.01% |