Old West Investment Management, LLC — 13F holdings

Old West Investment Management, LLC reported 124 holdings worth $944M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. BRKR BRUKER CORP — $40.1M (4.3%)
2. OII OCEANEERING INTL INC — $28.1M (3.0%)
3. TDW TIDEWATER INC NEW — $26.2M (2.8%)
4. LMT LOCKHEED MARTIN CORP — $24.7M (2.6%)
5. ILMN ILLUMINA INC — $22.5M (2.4%)
6. SU SUNCOR ENERGY INC NEW — $22.5M (2.4%)
7. SLB SCHLUMBERGER LTD — $22.3M (2.4%)
8. CNQ CANADIAN NAT RES LTD — $22.0M (2.3%)
9. ASML ASML HOLDING N V — $21.9M (2.3%)
10. TMQ TRILOGY METALS INC NEW — $21.4M (2.3%)