SEC Form 13F

Old West Investment Management, LLC 13F Holdings

Inspect Old West Investment Management, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-07T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-07
Reported value
$944,172,985
Positions
124

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Step 1 of 3

Disclosed positions

Old West Investment Management, LLC: source evidence dated 2026-08-07T03:59:59.999Z.

Issuer
BRUKER CORP
Ticker
BRKR
Class
COM
Reported value
$40,146,307
Reported amount
667,103
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001941040-26-000526
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Disclosed positions

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BRUKER CORPBRKRCOM$40,146,307667,103SHNone
OCEANEERING INTL INCOIICOM$28,102,605693,549SHNone
TIDEWATER INC NEWTDWCOM$26,238,094393,788SHNone
LOCKHEED MARTIN CORPLMTCOM$24,678,87348,441SHNone
ILLUMINA INCILMNCOM$22,471,777127,804SHNone
SUNCOR ENERGY INC NEWSUCOM$22,453,964418,292SHNone
SLB LIMITEDSLBCOM STK$22,290,960479,478SHNone
CANADIAN NAT RES LTD MED TERCNQCOM$22,000,174556,966SHNone
ASML HLDG NVASMLN Y REGISTRY SHS$21,883,86211,000SHNone
TRILOGY METALS INC NEWTMQCOM$21,385,2266,092,657SHNone
SKYWORKS SOLUTIONS INCSWKSCOM$20,005,949295,073SHNone
CAMECO CORPCCJCOM$19,726,625193,664SHNone
NEXGEN ENERGY LTDNXECOM$19,114,5932,035,633SHNone
Antero Resources CorporationARCOM$18,742,094533,355SHNone
NOKIA CORPNOKSPONSORED ADR$18,058,5881,359,833SHNone
CORE NATURAL RESOURCES INCCNRCOM SHS$17,597,518219,914SHNone
AXCELIS TECHNOLOGIES INCACLSCOM NEW$17,113,77690,334SHNone
NUTRIEN LTDNTRCOM$16,307,059259,047SHNone
AIR PRODUCTS AND CHEMICALS IAPDCOM$16,141,90455,058SHNone
EXPAND ENERGY CORPORATIONEXECOM$15,934,814174,743SHNone
EQT CORPEQTCOM$15,815,629297,454SHNone
BOEING COBACOM$15,034,70769,454SHNone
BUNGE GLOBAL SABGCOM SHS$14,488,731135,751SHNone
UNION PAC CORPUNPCOM$14,380,64052,870SHNone
RIO TINTO PLCRIOSPONSORED ADR$13,834,766145,736SHNone
FERROGLOBE PLCGSMSHS$13,360,1244,201,296SHNone
FLUOR CORPFLRCOM$13,347,976254,781SHNone
FREEPORT MCMORAN INCFCXCL B$13,152,647209,137SHNone
Range Resources CorpRRCCOM$12,824,195344,829SHNone
ALBEMARLE CORPALBCOM$12,743,20894,373SHNone
GE VERNOVA INCGEVCOM$12,706,11010,815SHNone
CF INDUSTRIES HOLDCFCOM$12,519,186115,640SHNone
ALCOA CORPAACOM$12,342,482236,718SHNone
NORTHROP GRUMMAN CORPNOCCOM$12,326,83724,203SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$11,171,70722,326SHNone
IPERIONX LTDIPXSPONSORED ADS$10,262,350345,185SHNone
VERTIV HOLDINGS COVRTCOM CL A$10,197,95530,458SHNone
ALAMOS GOLD INCAGICOM CL A$10,190,220335,867SHNone
AGNICO EAGLE MINES LTDAEMCOM$9,986,08564,372SHNone
ALPHA METALLURGICAL RESOUR IAMRCOM$9,931,53260,213SHNone
IPG PHOTONICS CORPIPGPCOM$9,525,09381,189SHNone
GLOBALFOUNDRIES INC ORDINARY SGFSORDINARY SHARES$9,383,202113,860SHNone
NOBLE CORP PLCNEORD SHS A$8,025,206215,153SHNone
DOW HLDGS INCDOWCOM$7,683,973280,847SHNone
NAVITAS SEMICONDUCTOR CORPNVTSCOM$7,657,610427,322SHNone
CHEMOURS COCCCOM$7,152,225348,549SHNone
WEATHERFORD INTL PLCWFRDORD SHS$6,890,58084,547SHNone
LYONDELLBASELL INDUSTRIES NVLYBSHS - A -$6,701,397127,282SHNone
APPLIED MATLS INCAMATCOM$6,651,6009,200SHNone
OLIN CORPOLNCOM PAR $1$6,419,083323,869SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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