0001941040-23-000218.txt : 20230814 0001941040-23-000218.hdr.sgml : 20230814 20230814123033 ACCESSION NUMBER: 0001941040-23-000218 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231167947 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 06-30-2023 06-30-2023 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 08-14-2023 0 42 191077884 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1526607 14003 SH SOLE 14003 0 0 AGNICO EAGLE MINES LTD COM 008474108 4523639 90508 SH SOLE 90508 0 0 APPLE INC COM 037833100 3020694 15573 SH SOLE 15573 0 0 ARC DOCUMENT SOLUTIONS INC COM 00191G103 99218 30623 SH SOLE 30623 0 0 BANK AMERICA CORP COM 060505104 608973 21226 SH SOLE 21226 0 0 BARRICK GOLD CORP COM 067901108 19467569 1149886 SH SOLE 1149886 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2652298 7778 SH SOLE 7778 0 0 BUNGE LIMITED COM G16962105 9085999 96301 SH SOLE 96301 0 0 CADRE HLDGS INC COM 12763L105 3053569 140072 SH SOLE 140072 0 0 CAMECO CORP COM 13321L108 14896005 475455 SH SOLE 475455 0 0 CANADIAN NAT RES LTD COM 136385101 2053658 36503 SH SOLE 36503 0 0 CENTRUS ENERGY CORP CL A 15643U104 5224447 160456 SH SOLE 160456 0 0 DENISON MINES CORP COM 248356107 1509822 1207858 SH SOLE 1207858 0 0 ENERGY FUELS INC COM NEW 292671708 2323501 372356 SH SOLE 372356 0 0 ENOVIX CORPORATION COM 293594107 9680300 536602 SH SOLE 536602 0 0 FORD MTR CO DEL COM 345370860 342845 22660 SH SOLE 22660 0 0 FREEPORT-MCMORAN INC CL B 35671D857 2180800 54520 SH SOLE 54520 0 0 FULGENT GENETICS INC COM 359664109 3009539 81273 SH SOLE 81273 0 0 GENIE ENERGY LTD CL B 372284208 4391884 310600 SH SOLE 310600 0 0 IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 827260 77750 SH SOLE 77750 0 0 IVANHOE ELECTRIC INC COM 46578C108 482480 37000 SH SOLE 37000 0 0 KENNEDY-WILSON HOLDINGS INC COM 489398107 7284306 446069 SH SOLE 446069 0 0 LIMONEIRA CO COM 532746104 14328052 920826 SH SOLE 920826 0 0 LITHIUM AMERS CORP NEW COM NEW 53680Q207 2145897 106180 SH SOLE 106180 0 0 LOCKHEED MARTIN CORP COM 539830109 11152705 24225 SH SOLE 24225 0 0 LOWES COS INC COM 548661107 301083 1334 SH SOLE 1334 0 0 MP MATERIALS CORP COM CL A 553368101 1601600 70000 SH SOLE 70000 0 0 NEW GOLD INC CDA COM 644535106 14159 13111 SH SOLE 13111 0 0 NEXGEN ENERGY LTD COM 65340P106 17773740 3773618 SH SOLE 3773618 0 0 NOVAGOLD RES INC COM NEW 66987E206 3247764 813976 SH SOLE 813976 0 0 RAFAEL HLDGS INC COM CL B 75062E106 105267 50367 SH SOLE 50367 0 0 SEABRIDGE GOLD INC COM 811916105 410073 34031 SH SOLE 34031 0 0 SIGMA LITHIUM CORPORATION COM 826599102 523900 13000 SH SOLE 13000 0 0 SMARTRENT INC COM CL A 83193G107 14095250 3680222 SH SOLE 3680222 0 0 ST JOE CO COM 790148100 3512336 72659 SH SOLE 72659 0 0 TECK RESOURCES LTD CL B 878742204 426473 10130 SH SOLE 10130 0 0 TMC THE METALS COMPANY INC COM 87261Y106 1298482 796615 SH SOLE 796615 0 0 TRANSOCEAN LTD REG SHS H8817H100 455650 65000 SH SOLE 65000 0 0 TRIUMPH GROUP INC NEW COM 896818101 656958 53109 SH SOLE 53109 0 0 U HAUL HOLDING COMPANY COM 023586100 9651901 174474 SH SOLE 174474 0 0 VALE S A SPONSORED ADS 91912E105 536800 40000 SH SOLE 40000 0 0 VIRTU FINL INC CL A 928254101 10594381 619917 SH SOLE 619917 0 0