Old West Investment Management, LLC Buys Atlas Corp, Limoneira Co, Alphabet Inc, Sells Centrus Energy Corp, Energy Fuels Inc, Denison Mines Corp

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Feb 11, 2022
Los Angeles, CA, based Investment company Old West Investment Management, LLC (Current Portfolio) buys Atlas Corp, Limoneira Co, Alphabet Inc, Alphabet Inc, sells Centrus Energy Corp, Energy Fuels Inc, Denison Mines Corp, Rafael Holdings Inc, NexGen Energy during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Old West Investment Management, LLC. As of 2021Q4, Old West Investment Management, LLC owns 48 stocks with a total value of $204 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. Tesla Inc (TSLA) - 31,400 shares, 16.26% of the total portfolio.
  2. Kirkland Lake Gold Ltd (KL) - 481,706 shares, 9.90% of the total portfolio. Shares added by 10.36%
  3. NexGen Energy Ltd (NXE) - 3,898,841 shares, 8.35% of the total portfolio. Shares reduced by 21.08%
  4. Cameco Corp (CCJ) - 557,648 shares, 5.96% of the total portfolio. Shares reduced by 6.64%
  5. Virtu Financial Inc (VIRT) - 371,568 shares, 5.25% of the total portfolio. Shares reduced by 0.55%
New Purchase: Limoneira Co (LMNR)

Old West Investment Management, LLC initiated holding in Limoneira Co. The purchase prices were between $14.57 and $16.64, with an estimated average price of $15.7. The stock is now traded at around $13.860000. The impact to a portfolio due to this purchase was 0.99%. The holding were 135,110 shares as of 2021-12-31.

New Purchase: Alphabet Inc (GOOG)

Old West Investment Management, LLC initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2772.050000. The impact to a portfolio due to this purchase was 0.1%. The holding were 70 shares as of 2021-12-31.

New Purchase: Alphabet Inc (GOOGL)

Old West Investment Management, LLC initiated holding in Alphabet Inc. The purchase prices were between $2673.19 and $2996.77, with an estimated average price of $2884.33. The stock is now traded at around $2772.400000. The impact to a portfolio due to this purchase was 0.1%. The holding were 70 shares as of 2021-12-31.

Added: Atlas Corp (ATCO)

Old West Investment Management, LLC added to a holding in Atlas Corp by 95.52%. The purchase prices were between $13.17 and $15.4, with an estimated average price of $14.11. The stock is now traded at around $15.870000. The impact to a portfolio due to this purchase was 1.24%. The holding were 365,531 shares as of 2021-12-31.

Sold Out: Vale SA (VALE)

Old West Investment Management, LLC sold out a holding in Vale SA. The sale prices were between $11.27 and $14.78, with an estimated average price of $13.27.

Sold Out: Trilogy Metals Inc (TMQ)

Old West Investment Management, LLC sold out a holding in Trilogy Metals Inc. The sale prices were between $1.48 and $2.3, with an estimated average price of $1.84.

Sold Out: Teck Resources Ltd (TECK)

Old West Investment Management, LLC sold out a holding in Teck Resources Ltd. The sale prices were between $24.55 and $29.88, with an estimated average price of $27.48.

Sold Out: Intrepid Potash Inc (IPI)

Old West Investment Management, LLC sold out a holding in Intrepid Potash Inc. The sale prices were between $32.54 and $51.29, with an estimated average price of $42.74.

Sold Out: Rio Tinto PLC (RIO)

Old West Investment Management, LLC sold out a holding in Rio Tinto PLC. The sale prices were between $59.9 and $71.09, with an estimated average price of $64.71.

Sold Out: BHP Group PLC (BBL)

Old West Investment Management, LLC sold out a holding in BHP Group PLC. The sale prices were between $50.48 and $59.77, with an estimated average price of $54.64.



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