Old West Investment Management, LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$922.6M
Holdings
121
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CNR
CANADIAN NATL RY CO
Q4 2025: Exited (was 104.5k shares)
3.8%
02
$TDW
TIDEWATER INC NEW
Q4 2025: Exited (was 66.3k shares)
3.7%
03
$LMT
LOCKHEED MARTIN CORP
Q4 2025: Exited (was 38.8k shares)
3.2%
04
$NTR
NUTRIEN LTD
Held since at least Q1 2024
3.2%
05
$CNQ
CANADIAN NAT RES LTD MED TER
Q4 2025: Exited (was 508.6k shares)
3.0%
06
$AR
Antero Resources Corporation
Held since at least Q1 2024
3.0%
07
$SU
SUNCOR ENERGY INC NEW
Q4 2025: Exited (was 67.6k shares)
3.0%
08
$SLB
SLB LIMITED
Held since at least Q1 2024
2.7%
09
$OII
OCEANEERING INTL INC
Q4 2025: Exited (was 238.1k shares)
2.7%
10
$RRC
Range Resources Corp
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.