SEC 13F Intelligence

Old West Investment Management, LLC / NXE

Old West Investment Management, LLC’s Nexgen Energy Ltd Position

Does Old West Investment Management, LLC own Nexgen Energy Ltd (NXE)? Yes — 1.94M shares worth $23M (+2.44% of its 13F portfolio) as of Q1 2026, down from 2.72M shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
1.94M
% of Portfolio
+2.44%
Quarters Held
30
currently held

Position History NXE

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $7MQ3 ’19: $6MQ4 ’19: $6MQ4 ’19Q1 ’20: $4MQ2 ’20: $7MQ3 ’20: $10MQ4 ’20: $17MQ4 ’20Q1 ’21: $17MQ2 ’21: $21MQ3 ’21: $23MQ4 ’21: $17MQ4 ’21Q1 ’22: $21MQ2 ’22: $13MQ3 ’22: $13MQ4 ’22: $16MQ4 ’22Q1 ’23: $14MQ2 ’23: $18MQ3 ’23: $21MQ4 ’23: $15MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $9MQ2 ’25: $18MQ3 ’25: $24MQ4 ’25: $25MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.94M$23M+2.44%
Q4 20252.72M$25M+4.46%
Q3 20252.65M$24M+5.44%
Q2 20252.53M$18M+5.80%
Q1 20251.95M$9M+3.16%
Q4 20241.00M$7M+2.69%
Q3 20241.14M$7M+2.89%
Q2 2024708.4K$5M+2.18%
Q1 2024666.5K$5M+2.62%
Q4 20232.19M$15M+7.89%
Q3 20233.45M$21M+10.39%
Q2 20233.77M$18M+9.30%
Q1 20233.70M$14M+7.64%
Q4 20223.65M$16M+10.11%
Q3 20223.63M$13M+9.43%
Q2 20223.60M$13M+9.04%
Q1 20223.62M$21M+11.02%
Q4 20213.90M$17M+8.35%
Q3 20214.94M$23M+6.10%
Q2 20215.10M$21M+4.32%
Q1 20214.67M$17M+3.55%
Q4 20206.01M$17M+3.76%
Q3 20205.71M$10M+2.28%
Q2 20205.33M$7M+2.04%
Q1 20204.98M$4M+2.73%
Q4 20194.35M$6M+2.05%
Q3 20194.54M$6M+3.46%
Q2 20194.29M$7M+3.17%
Q1 20192.54M$4M+1.49%
Q4 20181.69M$3M+0.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Old West Investment Management, LLC’s full portfolio or all institutional holders of NXE.