Old West Investment Management, LLC
Position in TMQ — Trilogy Metals Inc.
CIK 1549358
Los Angeles, CA
Position in TMQ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,385,226
+$4,506,080 QoQ
Shares Held
6,092,657
+29.6% QoQ
Ownership
3.53%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#4
of 146 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TMQ Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Old West Investment Management, LLC holds $79,140,823 across 11 Other Industrial Metals & Mining names. TMQ ranks #1 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMQ |
Trilogy Metals Inc.
This page
|
6,092,657 | $21,385,226 | |
| 2 | RIO |
Rio Tinto PLC
|
145,736 | $13,834,718 | |
| 3 | GSM |
Ferroglobe PLC
|
4,201,296 | $13,360,121 | |
| 4 | IPX |
IPERIONX Ltd
|
345,185 | $10,262,350 | |
| 5 | ALM |
Almonty Industries Inc.
|
356,146 | $5,897,777 | |
| 6 | OMEX |
Odyssey Marine Exploration Inc
|
4,502,674 | $3,827,272 | |
| 7 | LAC |
Lithium Americas Corp.
|
890,484 | $3,428,363 | |
| 8 | VALE |
Vale S.A.
|
171,456 | $2,578,698 |
All Filings in TMQ
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,385,226 | 6,092,657 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,879,146 | 4,701,712 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $20,166,864 | 4,679,087 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,547,659 | 12,165,552 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $14,977,475 | 11,094,426 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $19,548,412 | 12,611,879 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,083,042 | 7,830,209 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,758,500 | 7,830,209 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $1,580,454 | 3,098,931 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,002,044 | 2,004,089 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $229,400 | 533,490 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $48,577 | 99,138 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $9,880 | 13,000 | Shares | Sole | 2022-08-11 | |
| 2021-09-30 | $1,295,000 | 700,000 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,761,000 | 1,100,000 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||