Old West Investment Management, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$246.8B
Holdings
55
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VIRTVIRTU FINL INC | 672,490 | $24.0B | 9.72% | |
| 2 | CCOCAMECO CORP | 289,579 | $14.9B | 6.03% | |
| 3 | LMTLOCKHEED MARTIN CORP | 27,230 | $13.2B | 5.36% | |
| 4 | AGIALAMOS GOLD INC NEW | 697,165 | $12.9B | 5.21% | |
| 5 | CRCCANADIAN NAT RES LTD | 395,161 | $12.2B | 4.94% | |
| 6 | LMNRLIMONEIRA CO | 433,687 | $10.6B | 4.30% | |
| 7 | GMEDGLOBUS MED INC | 120,244 | $9.9B | 4.03% | |
| 8 | BGBUNGE GLOBAL SA | 124,414 | $9.7B | 3.92% | |
| 9 | UHALU HAUL HOLDING COMPANY | 133,537 | $9.2B | 3.74% | |
| 10 | TMQTRILOGY METALS INC NEW | 7,830,209 | $9.1B | 3.68% | |
| 11 | ENVXENOVIX CORPORATION | 780,564 | $8.5B | 3.44% | |
| 12 | AEMAGNICO EAGLE MINES LTD | 107,355 | $8.4B | 3.40% | |
| 13 | GSMFERROGLOBE PLC | 2,165,307 | $8.2B | 3.33% | |
| 14 | SSNCSS&C TECHNOLOGIES HLDGS INC | 102,871 | $7.8B | 3.16% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,038 | $7.7B | 3.13% | |
| 16 | CDRECADRE HLDGS INC | 212,930 | $6.9B | 2.79% | |
| 17 | NXENEXGEN ENERGY LTD | 1,004,980 | $6.6B | 2.69% | |
| 18 | KWKENNEDY-WILSON HOLDINGS INC | 593,928 | $5.9B | 2.40% | |
| 19 | ELANELANCO ANIMAL HEALTH INC | 393,782 | $4.8B | 1.93% | |
| 20 | JOEST JOE CO | 91,251 | $4.1B | 1.66% | |
| 21 | VRTVERTIV HOLDINGS CO | 32,665 | $3.7B | 1.50% | |
| 22 | APLSAPELLIS PHARMACEUTICALS INC | 113,623 | $3.6B | 1.47% | |
| 23 | AM6AMICUS THERAPEUTICS INC | 380,240 | $3.6B | 1.45% | |
| 24 | AAPLAPPLE INC | 12,914 | $3.2B | 1.31% | |
| 25 | DMLDENISON MINES CORP | 1,450,353 | $2.6B | 1.06% | |
| 26 | FCXFREEPORT-MCMORAN INC | 67,833 | $2.6B | 1.05% | |
| 27 | GNEGENIE ENERGY LTD | 160,600 | $2.5B | 1.01% | |
| 28 | AMRALPHA METALLURGICAL RESOUR I | 12,227 | $2.4B | 0.99% | |
| 29 | TMCTMC THE METALS COMPANY INC | 2,135,038 | $2.4B | 0.97% | |
| 30 | ABXBARRICK GOLD CORP | 149,500 | $2.3B | 0.94% | |
| 31 | HCCWARRIOR MET COAL INC | 35,500 | $1.9B | 0.78% | |
| 32 | TDWTIDEWATER INC NEW | 32,040 | $1.8B | 0.71% | |
| 33 | SMRTSMARTRENT INC | 1,000,000 | $1.8B | 0.71% | |
| 34 | VALVALARIS LTD | 35,535 | $1.6B | 0.64% | |
| 35 | OIIOCEANEERING INTL INC | 60,000 | $1.6B | 0.63% | |
| 36 | ALBALBEMARLE CORP | 17,545 | $1.5B | 0.61% | |
| 37 | HBMHUDBAY MINERALS INC | 150,000 | $1.2B | 0.49% | |
| 38 | BTUPEABODY ENERGY CORP | 57,243 | $1.2B | 0.49% | |
| 39 | IEIVANHOE ELECTRIC INC | 153,026 | $1.2B | 0.47% | |
| 40 | CGCENTERRA GOLD INC | 200,000 | $1.1B | 0.46% | |
| 41 | CDECOEUR MNG INC | 192,858 | $1.1B | 0.45% | |
| 42 | BACBANK AMERICA CORP | 21,426 | $941.7M | 0.38% | |
| 43 | UREUR-ENERGY INC | 800,000 | $920.0M | 0.37% | |
| 44 | ASMLASML HOLDING N V | 1,250 | $866.4M | 0.35% | |
| 45 | TG7TRIUMPH GROUP INC NEW | 44,942 | $838.6M | 0.34% | |
| 46 | LEUCENTRUS ENERGY CORP | 10,147 | $675.9M | 0.27% | |
| 47 | LGFEURLIONS GATE ENTMNT CORP | 73,864 | $630.8M | 0.26% | |
| 48 | CLARCLARUS CORP NEW | 110,237 | $497.2M | 0.20% | |
| 49 | LOWLOWES COS INC | 1,334 | $329.2M | 0.13% | |
| 50 | IRWDIRONWOOD PHARMACEUTICALS INC | 62,119 | $275.2M | 0.11% | |
| 51 | GOOGALPHABET INC | 1,400 | $266.6M | 0.11% | |
| 52 | GOOGLALPHABET INC | 1,400 | $265.0M | 0.11% | |
| 53 | LACLITHIUM AMERICAS ARGENTINA C | 100,501 | $263.3M | 0.11% | |
| 54 | GQ9SPDR GOLD TR | 1,000 | $242.1M | 0.10% | |
| 55 | FFORD MTR CO | 22,660 | $224.3M | 0.09% |