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Old West Investment Management, LLC Historic Quarter Change: USA Stocks, New

Old West Investment Management, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Old West Investment Management, LLC opened 179 positions, added to 445, reduced 336 and sold out of 101.

  • Q2 2026: Stock EXE; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock EQT; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock CLF; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock TECK; Country of operation —; Class CL B; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1549358), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-19); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2012-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026EXE
EXPAND ENERGY CORPORATION
United StatesCOM0174,743+174,743$0$15,934,814+$15,934,8142026-08-06
Q2 2026EQT
EQT CORP
United StatesCOM0297,454+297,454$0$15,815,629+$15,815,6292026-08-06
Q2 2026CLF
CLEVELAND-CLIFFS INC NEW
United StatesCOM0616,022+616,022$0$5,784,446+$5,784,4462026-08-06
Q2 2026TECK
TECK RESOURCES LTD
CL B076,133+76,133$0$4,526,868+$4,526,8682026-08-06
Q2 2026CRK
COMSTOCK RES INC
United StatesCOM0275,083+275,083$0$4,104,238+$4,104,2382026-08-06
Q2 2026STLA
STELLANTIS N.V
SHS0403,107+403,107$0$2,313,834+$2,313,8342026-08-06
Q2 2026LRCX
LAM RESEARCH CORP
United StatesCOM NEW05,000+5,000$0$2,166,650+$2,166,6502026-08-06
Q2 2026CBT
CABOT CORP
United StatesCOM012,326+12,326$0$1,119,447+$1,119,4472026-08-06
Q2 2026OKE
ONEOK INC NEW
United StatesCOM09,737+9,737$0$846,534+$846,5342026-08-06
Q2 2026ENPH
ENPHASE ENERGY INC
United StatesCOM015,948+15,948$0$785,279+$785,2792026-08-06
Q2 2026WMB
WILLIAMS COS INC
United StatesCOM07,696+7,696$0$572,120+$572,1202026-08-06
Q2 2026AMT
AMERICAN TOWER CORP
United StatesCOM03,321+3,321$0$543,215+$543,2152026-08-06
Q2 2026LUMN
LUMEN TECHNOLOGIES INC
United StatesCOM065,735+65,735$0$504,844+$504,8442026-08-06
Q2 2026DUK
DUKE ENERGY CORP NEW
United StatesCOM NEW01,666+1,666$0$210,882+$210,8822026-08-06

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