Old West Investment Management, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$277.2B
Holdings
59
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMQTRILOGY METALS INC NEW | 12,611,879 | $19.6B | 7.08% | |
| 2 | AGIALAMOS GOLD INC NEW | 708,639 | $18.9B | 6.84% | |
| 3 | VIRTVIRTU FINL INC | 413,607 | $15.8B | 5.69% | |
| 4 | GSMFERROGLOBE PLC | 3,435,932 | $12.7B | 4.60% | |
| 5 | BGBUNGE GLOBAL SA | 163,191 | $12.5B | 4.50% | |
| 6 | LMTLOCKHEED MARTIN CORP | 27,652 | $12.4B | 4.46% | |
| 7 | CCOCAMECO CORP | 295,250 | $12.2B | 4.38% | |
| 8 | AEMAGNICO EAGLE MINES LTD | 107,381 | $11.6B | 4.20% | |
| 9 | CRCCANADIAN NAT RES LTD | 342,283 | $10.5B | 3.80% | |
| 10 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,096 | $9.1B | 3.28% | |
| 11 | GMEDGLOBUS MED INC | 121,359 | $8.9B | 3.20% | |
| 12 | UHALU HAUL HOLDING COMPANY | 135,509 | $8.9B | 3.20% | |
| 13 | NXENEXGEN ENERGY LTD | 1,953,753 | $8.8B | 3.16% | |
| 14 | SSNCSS&C TECHNOLOGIES HLDGS INC | 104,450 | $8.7B | 3.15% | |
| 15 | LMNRLIMONEIRA CO | 439,682 | $7.8B | 2.81% | |
| 16 | TMCTMC THE METALS COMPANY INC | 4,270,076 | $7.3B | 2.65% | |
| 17 | CDRECADRE HLDGS INC | 215,636 | $6.4B | 2.30% | |
| 18 | ENVXENOVIX CORPORATION | 835,537 | $6.1B | 2.21% | |
| 19 | OIIOCEANEERING INTL INC | 263,200 | $5.7B | 2.07% | |
| 20 | KWKENNEDY-WILSON HOLDINGS INC | 641,220 | $5.6B | 2.01% | |
| 21 | JOEST JOE CO | 93,508 | $4.4B | 1.58% | |
| 22 | EWBCEAST WEST BANCORP INC | 47,795 | $4.3B | 1.55% | |
| 23 | ELANELANCO ANIMAL HEALTH INC | 407,869 | $4.3B | 1.54% | |
| 24 | HCCWARRIOR MET COAL INC | 71,000 | $3.4B | 1.22% | |
| 25 | AM6AMICUS THERAPEUTICS INC | 399,498 | $3.3B | 1.18% | |
| 26 | ALBALBEMARLE CORP | 45,090 | $3.2B | 1.17% | |
| 27 | BACBANK AMERICA CORP | 71,334 | $3.0B | 1.07% | |
| 28 | ABXBARRICK GOLD CORP | 149,500 | $2.9B | 1.05% | |
| 29 | AAPLAPPLE INC | 12,914 | $2.9B | 1.03% | |
| 30 | AMRALPHA METALLURGICAL RESOUR I | 22,848 | $2.9B | 1.03% | |
| 31 | MURMURPHY OIL CORP | 100,000 | $2.8B | 1.02% | |
| 32 | APLSAPELLIS PHARMACEUTICALS INC | 128,192 | $2.8B | 1.01% | |
| 33 | FCXFREEPORT-MCMORAN INC | 70,540 | $2.7B | 0.96% | |
| 34 | VALVALARIS LTD | 66,855 | $2.6B | 0.95% | |
| 35 | TDWTIDEWATER INC NEW | 59,250 | $2.5B | 0.90% | |
| 36 | VRTVERTIV HOLDINGS CO | 34,005 | $2.5B | 0.89% | |
| 37 | GNEGENIE ENERGY LTD | 160,600 | $2.4B | 0.87% | |
| 38 | MPMP MATERIALS CORP | 77,650 | $1.9B | 0.68% | |
| 39 | BTUPEABODY ENERGY CORP | 114,486 | $1.6B | 0.56% | |
| 40 | ASMLASML HOLDING N V | 2,320 | $1.5B | 0.55% | |
| 41 | CATCATERPILLAR INC | 4,458 | $1.5B | 0.53% | |
| 42 | SMRTSMARTRENT INC | 1,000,000 | $1.2B | 0.44% | |
| 43 | BRKRBRUKER CORP | 27,945 | $1.2B | 0.42% | |
| 44 | LGFEURLIONS GATE ENTMNT CORP | 83,253 | $736.8M | 0.27% | |
| 45 | ERIIENERGY RECOVERY INC | 41,742 | $663.3M | 0.24% | |
| 46 | WFCWELLS FARGO CO NEW | 8,037 | $577.0M | 0.21% | |
| 47 | CLARCLARUS CORP NEW | 151,965 | $569.9M | 0.21% | |
| 48 | DMLDENISON MINES CORP | 408,311 | $530.8M | 0.19% | |
| 49 | WMWASTE MGMT INC DEL | 1,952 | $451.9M | 0.16% | |
| 50 | LEUCENTRUS ENERGY CORP | 6,042 | $375.9M | 0.14% | |
| 51 | LOWLOWES COS INC | 1,334 | $311.1M | 0.11% | |
| 52 | GQ9SPDR GOLD TR | 1,000 | $288.1M | 0.10% | |
| 53 | BABOEING CO | 1,578 | $269.1M | 0.10% | |
| 54 | LARLITHIUM ARGENTINA AG | 111,145 | $237.9M | 0.09% | |
| 55 | FFORD MTR CO | 22,660 | $227.3M | 0.08% | |
| 56 | GOOGALPHABET INC | 1,400 | $218.7M | 0.08% | |
| 57 | GOOGLALPHABET INC | 1,400 | $216.5M | 0.08% | |
| 58 | RTXRTX CORPORATION | 1,559 | $206.5M | 0.07% | |
| 59 | IRWDIRONWOOD PHARMACEUTICALS INC | 108,211 | $159.1M | 0.06% |