0001941040-23-000127.txt : 20230508 0001941040-23-000127.hdr.sgml : 20230508 20230508115549 ACCESSION NUMBER: 0001941040-23-000127 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Old West Investment Management, LLC CENTRAL INDEX KEY: 0001549358 IRS NUMBER: 263225052 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15252 FILM NUMBER: 23896595 BUSINESS ADDRESS: STREET 1: 601 SOUTH FIGUEROA STREET STREET 2: SUITE 1975 CITY: LOS ANGELES STATE: CA ZIP: 90017 BUSINESS PHONE: (213) 943-1740 MAIL ADDRESS: STREET 1: 601 SOUTH FIGUEROA STREET STREET 2: SUITE 1975 CITY: LOS ANGELES STATE: CA ZIP: 90017 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001549358 XXXXXXXX 03-31-2023 03-31-2023 false Old West Investment Management, LLC

601 South Figueroa Street Suite 1975 Los Angeles CA 90017

13F HOLDINGS REPORT 028-15252 000148343 801-69604 N Chad Cook 213-943-1740 Chad Cook Los Angeles CA 05-08-2023 0 56 185844649 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1351618 13348 SH SOLE 13348 0 0 AGNICO EAGLE MINES LTD COM 008474108 4613243 90508 SH SOLE 90508 0 0 ALPHA METALLURGICAL RESOUR I COM 020764106 312000 2000 SH SOLE 2000 0 0 APPLE INC COM 037833100 2600967 15773 SH SOLE 15773 0 0 ARC DOCUMENT SOLUTIONS INC COM 00191G103 97074 30623 SH SOLE 30623 0 0 ARCH RESOURCES INC CL A 03940R107 302358 2300 SH SOLE 2300 0 0 BANK AMERICA CORP COM 060505104 2040152 71334 SH SOLE 71334 0 0 BARRICK GOLD CORP COM 067901108 22389199 1205665 SH SOLE 1205665 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2311143 7485 SH SOLE 7485 0 0 BHP GROUP LTD SPONSORED ADS 088606108 380713 6004 SH SOLE 6004 0 0 BOEING CO COM 097023105 273822 1289 SH SOLE 1289 0 0 BUNGE LIMITED COM G16962105 9094363 95209 SH SOLE 95209 0 0 CADRE HLDGS INC COM 12763L105 835924 38808 SH SOLE 38808 0 0 CAMECO CORP COM 13321L108 13186932 503895 SH SOLE 503895 0 0 CANADIAN NAT RES LTD COM 136385101 361490 6531 SH SOLE 6531 0 0 CATERPILLAR INC COM 149123101 1020168 4458 SH SOLE 4458 0 0 CENTRUS ENERGY CORP CL A 15643U104 3251137 100967 SH SOLE 100967 0 0 DENISON MINES CORP COM 248356107 852991 782561 SH SOLE 782561 0 0 EAST WEST BANCORP INC COM 27579R104 2652622 47795 SH SOLE 47795 0 0 ECOPETROL S A SPONSORED ADS 279158109 332640 31500 SH SOLE 31500 0 0 ENERGY FUELS INC COM NEW 292671708 3936466 705460 SH SOLE 705460 0 0 ENOVIX CORPORATION COM 293594107 7024220 471108 SH SOLE 471108 0 0 ENPHASE ENERGY INC COM 29355A107 215116 1023 SH SOLE 1023 0 0 FORD MTR CO DEL COM 345370860 285516 22660 SH SOLE 22660 0 0 FREEPORT-MCMORAN INC CL B 35671D857 2111774 51620 SH SOLE 51620 0 0 FULGENT GENETICS INC COM 359664109 2522919 80811 SH SOLE 80811 0 0 GENIE ENERGY LTD CL B 372284208 5260278 380628 SH SOLE 380628 0 0 ICAHN ENTERPRISES LP DEPOSITARY UNIT 451100101 1512724 29254 SH SOLE 29254 0 0 IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 791303 75219 SH SOLE 75219 0 0 IVANHOE ELECTRIC INC COM 46578C108 319545 26300 SH SOLE 26300 0 0 KENNEDY-WILSON HOLDINGS INC COM 489398107 7299699 440006 SH SOLE 440006 0 0 LIMONEIRA CO COM 532746104 15994949 960081 SH SOLE 960081 0 0 LITHIUM AMERS CORP NEW COM NEW 53680Q207 356864 16400 SH SOLE 16400 0 0 LOCKHEED MARTIN CORP COM 539830109 14604993 30895 SH SOLE 30895 0 0 LOWES COS INC COM 548661107 266759 1334 SH SOLE 1334 0 0 NEW GOLD INC CDA COM 644535106 14422 13111 SH SOLE 13111 0 0 NEXGEN ENERGY LTD COM 65340P106 14190084 3704983 SH SOLE 3704983 0 0 NOVAGOLD RES INC COM NEW 66987E206 4928012 792285 SH SOLE 792285 0 0 PEABODY ENERGY CORP COM 704551100 337920 13200 SH SOLE 13200 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 330368 35600 SH SOLE 35600 0 0 RAFAEL HLDGS INC COM CL B 75062E106 78589 50703 SH SOLE 50703 0 0 RIO TINTO PLC SPONSORED ADR 767204100 366941 5349 SH SOLE 5349 0 0 SEABRIDGE GOLD INC COM 811916105 423102 32672 SH SOLE 32672 0 0 SIGMA LITHIUM CORPORATION COM 826599102 368676 9800 SH SOLE 9800 0 0 SMARTRENT INC COM CL A 83193G107 9264417 3633105 SH SOLE 3633105 0 0 ST JOE CO COM 790148100 2837677 68197 SH SOLE 68197 0 0 SUNCOR ENERGY INC NEW COM 867224107 316710 10200 SH SOLE 10200 0 0 TECK RESOURCES LTD CL B 878742204 369745 10130 SH SOLE 10130 0 0 TMC THE METALS COMPANY INC COM 87261Y106 240874 290595 SH SOLE 290595 0 0 TRIUMPH GROUP INC NEW COM 896818101 355998 30716 SH SOLE 30716 0 0 U HAUL HOLDING COMPANY COM 023586100 7899688 132434 SH SOLE 132434 0 0 VALE S A SPONSORED ADS 91912E105 354765 22482 SH SOLE 22482 0 0 VIRTU FINL INC CL A 928254101 11457331 606208 SH SOLE 606208 0 0 WASTE MGMT INC DEL COM 94106L109 318507 1952 SH SOLE 1952 0 0 WELLS FARGO CO NEW COM 949746101 300423 8037 SH SOLE 8037 0 0 WARRIOR MET COAL INC COM 93627C101 326719 8900 SH SOLE 8900 0 0