Old West Investment Management LLC

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Old West Investment Management LLC ✚
CRD #	148343
SEC #	801-69604
CIK #	0001549358
AUM	915.7 M (2026-03-30)
Employees	8 (100% Investors, 0% Brokers)
Fees
Minimum
Phone	213-943-1740
Address	601 South Figueroa Street Los Angeles, CA 90017
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

CIK	Period
0001549358	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31

CIK

Period

0001549358

Sector	Form 13F Holdings	Value ($M)
	Tidewater Inc	34.3
	Consol Energy Inc	30.7
	Lockheed Martin Corp	29.8
	Nutrien Ltd	29.5
	Canadian Natural Resources Ltd	27.7
	Antero Resources Corp	27.5
	Suncor Energy Inc	27.3
	Schlumberger Ltd /NV/	25.3
	Oceaneering International Inc	24.7
	Range Resources Corp	23.8
	Air Products & Chemicals Inc /DE/	23.8
	Bruker Corp	23.2
	Nexgen Energy Ltd	22.5
	CF Industries Holdings Inc	21.9
	Cameco Corp	21.1
	Northrop Grumman Corp /DE/	18.8
	Virtu Financial Inc	17.1
	Bunge Global Sa	17.0
	NovaCopper Inc	16.9
	ASML Holding NV	16.6
	Ferroglobe PLC	16.2
	Albemarle Corp	15.8
	Alcoa Corp	14.7
	Alamos Gold Inc	14.3
	Nokia Corp	12.4
	Agnico Eagle Mines Ltd	12.0
	Rio Tinto PLC	11.1
	Viper Energy Inc	10.9
	Noble Corp PLC	10.4
	Dow Inc	10.3
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Type	Form D Funds	Date	Sold	AUM
HF	Old West Opportunity Fund LP	[2018-06-01]	43.5 M	160.2 M
	Filed 2025-06-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Old West Income Fund LP	[2012-03-09]	70.7 M	136.6 M
	Filed 2025-06-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Old West Investment Partners LP	[2012-03-09]	114.3 M	212.0 M
	Filed 2025-06-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	53	11.5
(b) Individuals (high net worth individuals)	735	330.3
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	6	511.1
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	11.3
(i) State or municipal government entities	0	27.1
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	48	24.5
(n) Other	0	0.0
Total	847	915.7
By Discretionary
Discretionary	841	903.0
Non-Discretionary	6	12.6
Total	847	915.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		915.7
Total	847	915.7

Form D Directors	Role	# Filings	# Firms
Stephen Blass	Executive Officer	5	3
Old West Investment Management LLC	Promoter	5	2
Spencer McCroskey	Executive Officer	5	2
Joseph Boskovich Jr	Executive Officer	5	2
Chad Cook	Executive Officer	5	2
Joseph Boskovich SR	Executive Officer	5	2
Sheila Cu	Executive Officer	3	1
Cu Sheila	Executive Officer	2	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001549358]
SC 13G	[0001549358]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Old West Investment Management LLC	Odyssey Marine Exploration Inc	[2026-05-12]
Old West Investment Management LLC	Limoneira Co	[2023-02-23]
Old West Investment Management LLC	Centrus Energy Corp	[2020-03-23]
Old West Investment Management LLC	Zedge Inc	[2018-02-14]

Firm Profile (Form ADV)
Discretionary AUM	$0.1B
Serves	Institutional, Retail
Fund Types	Hedge Fund

Comparable Firms	State	AUM
RB Capital Management LLC ✚	NV	930.6 M
Piton Investment Management LP ✚	NY	927.9 M
Lavaca Capital LLC ✚	TX	927.1 M
Buoyant Capital Private Limited ✚		924.8 M
PCJ Investment Counsel Ltd ✚		924.3 M
Formidable Asset Management LLC ✚	OH	903.0 M
First Turn Management LLC ✚	CA	900.1 M
Maytech Global Investments LLC ✚	NY	895.1 M
Optima Asset Management LLC ✚	NY	891.6 M
Thomas J Herzfeld Advisors Inc ✚	FL	890.4 M

Old West Investment Management LLC

Assets, Funds, Holdings