Instuitional Investor - Old West Investment Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Trilogy Metals Inc.	TMQ	12,165,552	$25,547,659	5.86%
2.	Nexgen Energy Ltd.	NXE	2,649,772	$23,715,459	5.44%
3.	Lockheed Martin Corp	LMT	38,804	$19,371,393	4.44%
4.	Bruker Corp	BRKR	573,462	$18,631,784	4.27%
5.	Cameco Corp	CCJ	208,428	$17,478,772	4.01%