StockDriftsStockDriftsTop 50 Old West Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TDW | TIDEWATER INC NEW | 3.72% | 410.3K | $34.3M | +419.64%(+331.31K) | $64.73(+26.29%) | 2026-03-31 | |
| CNR | CORE NATURAL RESOURCES INC | 3.33% | 293.2K | $30.7M | +160.02%(+180.42K) | $89.19(-5.73%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 3.23% | 49.3K | $29.8M | -8.22%(-4.41K) | $434.42(+19.79%) | 2026-03-31 | |
| NTR | NUTRIEN LTD | 3.19% | 390.3K | $29.5M | new | $68.59(+3.43%) | 2026-03-31 | |
| CNQ | CANADIAN NAT RES LTD MED TER | 3.01% | 569.3K | $27.7M | -25.90%(-199.05K) | $32.23(+47.60%) | 2026-03-31 | |
| SU | SUNCOR ENERGY INC NEW | 2.96% | 413.1K | $27.3M | +210.70%(+280.17K) | $50.76(+31.58%) | 2026-03-31 | |
| SLB | SLB LIMITED | 2.74% | 492.0K | $25.3M | +830.63%(+439.09K) | $43.97(+26.79%) | 2026-03-31 | |
| OII | OCEANEERING INTL INC | 2.68% | 697.2K | $24.7M | +28.33%(+153.92K) | $25.46(+52.11%) | 2026-03-31 | |
| APD | AIR PRODUCTS AND CHEMICALS I | 2.58% | 81.9K | $23.8M | new | $268.75(+11.58%) | 2026-03-31 | |
| BRKR | BRUKER CORP | 2.51% | 641.0K | $23.2M | -6.39%(-43.77K) | $39.32(+12.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.37% | +101.79% |
| Top 20 Holdings Unweighted | +25.58% | +98.03% |
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