Old West Investment Management, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$560.2M
Holdings
102
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (102 positions)
| Stock | Value |
|---|---|
BRKRBRUKER CORP | $32.3M |
CRCCANADIAN NAT RES LTD | $26.0M |
LMTLOCKHEED MARTIN CORP | $26.0M |
NXENEXGEN ENERGY LTD | $25.0M |
TMQTRILOGY METALS INC NEW | $20.2M |
ALBALBEMARLE CORP | $19.4M |
AGIALAMOS GOLD INC NEW | $18.7M |
CCOCAMECO CORP | $18.5M |
AEMAGNICO EAGLE MINES LTD | $18.2M |
GSMFERROGLOBE PLC | $17.6M |
BGBUNGE GLOBAL SA | $16.5M |
OIIOCEANEERING INTL INC | $13.1M |
ASMLASML HOLDING N V | $12.9M |
BLDRBUILDERS FIRSTSOURCE INC | $12.7M |
VIRTVIRTU FINL INC | $12.4M |
AAALCOA CORP | $12.4M |
TMCTMC THE METALS COMPANY INC | $11.5M |
ELANELANCO ANIMAL HEALTH INC | $11.3M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $11.0M |
OMEXODYSSEY MARINE EXPL INC | $10.8M |
NOKNOKIA CORP | $10.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $10.3M |
CNRCORE NATURAL RESOURCES INC | $10.0M |
GMEDGLOBUS MED INC | $8.9M |
UHALU HAUL HOLDING COMPANY | $7.7M |
HCCWARRIOR MET COAL INC | $7.0M |
ARANTERO RESOURCES CORP | $7.0M |
VRTVERTIV HOLDINGS CO | $6.9M |
WFRDWEATHERFORD INTL PLC | $6.8M |
FCXFREEPORT-MCMORAN INC | $6.3M |
SUSUNCOR ENERGY INC NEW | $5.9M |
AMRALPHA METALLURGICAL RESOUR I | $5.8M |
ALLEALLEGION PLC | $5.6M |
EWBCEAST WEST BANCORP INC | $5.4M |
KWKENNEDY-WILSON HOLDINGS INC | $4.8M |
TDWTIDEWATER INC NEW | $4.0M |
BACBANK AMERICA CORP | $3.9M |
PBFPBF ENERGY INC | $3.8M |
VALVALARIS LTD | $3.8M |
ETENERGY TRANSFER L P | $3.6M |
LACLITHIUM AMERS CORP NEW | $3.5M |
AAPLAPPLE INC | $3.5M |
AIIALMONTY INDS INC | $3.1M |
MURMURPHY OIL CORP | $3.1M |
CDRECADRE HLDGS INC | $3.0M |
ILMNILLUMINA INC | $3.0M |
KEYSKEYSIGHT TECHNOLOGIES INC | $3.0M |
IPGPIPG PHOTONICS CORP | $2.8M |
AMEAMETEK INC | $2.7M |
MKSIMKS INC. | $2.6M |
CATCATERPILLAR INC | $2.6M |
LHXL3HARRIS TECHNOLOGIES INC | $2.5M |
AMATAPPLIED MATLS INC | $2.4M |
AG8AGILENT TECHNOLOGIES INC | $2.3M |
VVISA INC | $2.3M |
NENOBLE CORP PLC | $2.3M |
GNEGENIE ENERGY LTD | $2.2M |
GLNGGOLAR LNG LTD | $2.2M |
TDYTELEDYNE TECHNOLOGIES INC | $2.2M |
VECOVEECO INSTRS INC DEL | $2.0M |
SLBSLB LIMITED | $2.0M |
DMLDENISON MINES CORP | $1.9M |
COHRCOHERENT CORP | $1.8M |
ACLSAXCELIS TECHNOLOGIES INC | $1.5M |
ATDATI INC | $1.4M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.3M |
VALEVALE S A | $1.2M |
MPMP MATERIALS CORP | $1.2M |
RIORIO TINTO PLC | $1.1M |
HLHECLA MNG CO | $1.1M |
RALRALLIANT CORP | $1.0M |
NOCNORTHROP GRUMMAN CORP | $1.0M |
LINLINDE PLC | $989K |
CTSCTS CORP | $962K |
PBRPETROLEO BRASILEIRO SA PETRO | $924K |
MTRNMATERION CORP | $904K |
CCCHEMOURS CO | $903K |
K6BKBR INC | $876K |
NOVNOV INC | $864K |
EROERO COPPER CORP | $824K |
WFCWELLS FARGO CO NEW | $749K |
FLRFLUOR CORP NEW | $718K |
ERIIENERGY RECOVERY INC | $673K |
CLBCORE LABORATORIES INC | $612K |
AMTMAMENTUM HOLDINGS INC | $561K |
HXLHEXCEL CORP NEW | $466K |
SAICSCIENCE APPLICATIONS INTL CO | $462K |
GOOGALPHABET INC | $440K |
GOOGLALPHABET INC | $438K |
ATKRATKORE INC | $429K |
WMWASTE MGMT INC DEL | $428K |
GQ9SPDR GOLD TR | $396K |
RIGTRANSOCEAN LTD | $392K |
BABOEING CO | $346K |
LOWLOWES COS INC | $321K |
PWIPOWER INTEGRATIONS INC | $319K |
FFORD MTR CO | $297K |
LEUCENTRUS ENERGY CORP | $293K |
RTXRTX CORPORATION | $285K |
INTCINTEL CORP | $247K |
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