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

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

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Old West Investment Management, LLC opened 14 positions, added to 52, reduced 23, sold out of 12 and left 29 unchanged. The largest increase in value was ILMN (+$19,588,973); the largest decrease was VIRT (-$16,905,935).

EXE: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 174,743.
EQT: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 297,454.
CLF: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 616,022.
TECK: Country of operation —; Class CL B; Shares 2026-03-31 0; Shares 2026-06-30 76,133.

Two Form 13F-HR filings compared (SEC CIK 1549358): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-06). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
EXE EXPAND ENERGY CORPORATION	United States	COM	174,743	+174,743	$0	$15,934,814	+$15,934,814
EQT EQT CORP	United States	COM	297,454	+297,454	$0	$15,815,629	+$15,815,629
CLF CLEVELAND-CLIFFS INC NEW	United States	COM	616,022	+616,022	$0	$5,784,446	+$5,784,446
TECK TECK RESOURCES LTD		CL B	76,133	+76,133	$0	$4,526,868	+$4,526,868
CRK COMSTOCK RES INC	United States	COM	275,083	+275,083	$0	$4,104,238	+$4,104,238
STLA STELLANTIS N.V		SHS	403,107	+403,107	$0	$2,313,834	+$2,313,834
LRCX LAM RESEARCH CORP	United States	COM NEW	5,000	+5,000	$0	$2,166,650	+$2,166,650
CBT CABOT CORP	United States	COM	12,326	+12,326	$0	$1,119,447	+$1,119,447
OKE ONEOK INC NEW	United States	COM	9,737	+9,737	$0	$846,534	+$846,534
ENPH ENPHASE ENERGY INC	United States	COM	15,948	+15,948	$0	$785,279	+$785,279
WMB WILLIAMS COS INC	United States	COM	7,696	+7,696	$0	$572,120	+$572,120
AMT AMERICAN TOWER CORP	United States	COM	3,321	+3,321	$0	$543,215	+$543,215
LUMN LUMEN TECHNOLOGIES INC	United States	COM	65,735	+65,735	$0	$504,844	+$504,844
DUK DUKE ENERGY CORP NEW	United States	COM NEW	1,666	+1,666	$0	$210,882	+$210,882

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