Old West Investment Management, LLC Buys Trilogy Metals Inc, Denison Mines Corp, Vale SA, Sells Altria Group Inc, IAC/InterActiveCorp, Theravance Biopharma Inc

Los Angeles, CA, based Investment company Old West Investment Management, LLC (Current Portfolio) buys Trilogy Metals Inc, Denison Mines Corp, Vale SA, Triumph Group Inc, Teck Resources, sells Altria Group Inc, IAC/InterActiveCorp, Theravance Biopharma Inc, Lions Gate Entertainment Corp, Hexcel Corp during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Old West Investment Management, LLC. As of 2021Q2, Old West Investment Management, LLC owns 61 stocks with a total value of $484 million. These are the details of the buys and sells.

For the details of Old West Investment Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/old+west+investment+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Old West Investment Management, LLC
  1. PowerShares QQQ Trust Ser 1 (QQQ) - 244,400 shares, 17.91% of the total portfolio.
  2. iShares Russell 2000 ETF (IWM) - 334,000 shares, 15.84% of the total portfolio.
  3. Rafael Holdings Inc (RFL) - 631,698 shares, 6.67% of the total portfolio. Shares reduced by 3.23%
  4. Carvana Co (CVNA) - 71,000 shares, 4.43% of the total portfolio.
  5. NexGen Energy Ltd (NXE) - 5,099,024 shares, 4.32% of the total portfolio. Shares added by 9.12%
New Purchase: Trilogy Metals Inc (TMQ)

Old West Investment Management, LLC initiated holding in Trilogy Metals Inc. The purchase prices were between $2.14 and $3.01, with an estimated average price of $2.51. The stock is now traded at around $2.010000. The impact to a portfolio due to this purchase was 0.57%. The holding were 1,100,000 shares as of 2021-06-30.

New Purchase: Triumph Group Inc (TGI)

Old West Investment Management, LLC initiated holding in Triumph Group Inc. The purchase prices were between $14.82 and $22.52, with an estimated average price of $18.44. The stock is now traded at around $19.160000. The impact to a portfolio due to this purchase was 0.23%. The holding were 53,941 shares as of 2021-06-30.

New Purchase: Teck Resources Ltd (TECK)

Old West Investment Management, LLC initiated holding in Teck Resources Ltd. The purchase prices were between $19.18 and $26.25, with an estimated average price of $22.67. The stock is now traded at around $21.940000. The impact to a portfolio due to this purchase was 0.21%. The holding were 10,000 shares as of 2021-06-30.

New Purchase: Lithium Americas Corp (LAC)

Old West Investment Management, LLC initiated holding in Lithium Americas Corp. The purchase prices were between $12.08 and $16.49, with an estimated average price of $14.35. The stock is now traded at around $17.005000. The impact to a portfolio due to this purchase was 0.08%. The holding were 25,000 shares as of 2021-06-30.

Added: Denison Mines Corp (DNN)

Old West Investment Management, LLC added to a holding in Denison Mines Corp by 21.75%. The purchase prices were between $0.98 and $1.5, with an estimated average price of $1.2. The stock is now traded at around $1.030000. The impact to a portfolio due to this purchase was 0.37%. The holding were 8,348,715 shares as of 2021-06-30.

Added: Vale SA (VALE)

Old West Investment Management, LLC added to a holding in Vale SA by 233.33%. The purchase prices were between $17.12 and $22.81, with an estimated average price of $20.81. The stock is now traded at around $20.510000. The impact to a portfolio due to this purchase was 0.33%. The holding were 100,000 shares as of 2021-06-30.

Added: Genie Energy Ltd (GNE)

Old West Investment Management, LLC added to a holding in Genie Energy Ltd by 35.63%. The purchase prices were between $5.6 and $6.67, with an estimated average price of $6.14. The stock is now traded at around $6.350000. The impact to a portfolio due to this purchase was 0.13%. The holding were 380,628 shares as of 2021-06-30.

Added: Icahn Enterprises LP (IEP)

Old West Investment Management, LLC added to a holding in Icahn Enterprises LP by 52.22%. The purchase prices were between $53.72 and $60.53, with an estimated average price of $56.83. The stock is now traded at around $57.990000. The impact to a portfolio due to this purchase was 0.11%. The holding were 28,149 shares as of 2021-06-30.

Sold Out: IAC/InterActiveCorp (IAC)

Old West Investment Management, LLC sold out a holding in IAC/InterActiveCorp. The sale prices were between $143.91 and $171.9, with an estimated average price of $157.6.

Sold Out: Altria Group Inc (MO)

Old West Investment Management, LLC sold out a holding in Altria Group Inc. The sale prices were between $46.31 and $52.31, with an estimated average price of $49.19.

Sold Out: Theravance Biopharma Inc (TBPH)

Old West Investment Management, LLC sold out a holding in Theravance Biopharma Inc. The sale prices were between $14.52 and $22.46, with an estimated average price of $18.8.

Sold Out: Lions Gate Entertainment Corp (LGF.A)

Old West Investment Management, LLC sold out a holding in Lions Gate Entertainment Corp. The sale prices were between $14.47 and $21.19, with an estimated average price of $17.45.

Sold Out: Hexcel Corp (HXL)

Old West Investment Management, LLC sold out a holding in Hexcel Corp. The sale prices were between $50.53 and $64.39, with an estimated average price of $57.64.

Sold Out: Allegheny Technologies Inc (ATI)

Old West Investment Management, LLC sold out a holding in Allegheny Technologies Inc. The sale prices were between $20.34 and $24.8, with an estimated average price of $22.91.



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