Universe · entity
Mountain Lake Investment Management LLC
Institutional manager (13F) · CIK 1308555
13F holdings · as of 2026-03-31 · top 29 · reported portfolio $155M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPROTT ASSET MANAGEMENT LP | $16M | 450,344 |
| 2 | ETFS GOLD TR | $14M | 324,918 |
| 3 | ALLISON TRANSMISSION HLDGS I | $13M | 111,803 |
| 4 | VIPER ENERGY INC | $12M | 256,139 |
| 5 | AUTONATION INC | $11M | 56,445 |
| 6 | NOBLE CORP PLC | $10M | 207,795 |
| 7 | RANGE RES CORP | $10M | 214,515 |
| 8 | NATURAL RESOURCE PARTNERS LP | $9M | 76,673 |
| 9 | D R HORTON INC | $9M | 65,590 |
| 10 | BUILDERS FIRSTSOURCE INC | $9M | 104,641 |
| 11 | MOLINA HEALTHCARE INC | $7M | 50,618 |
| 12 | FEDERAL AGRIC MTG CORP | $6M | 42,844 |
| 13 | HELMERICH & PAYNE INC | $4M | 118,197 |
| 14 | ANTERO RESOURCES CORP | $4M | 99,192 |
| 15 | TRIPLE FLAG PRECIOUS METAL | $3M | 90,203 |
| 16 | SEADRILL LTD | $2M | 51,812 |
| 17 | OPENLANE INC | $2M | 79,537 |
| 18 | PLAINS ALL AMERN PIPELINE L | $2M | 86,237 |
| 19 | ENERGY TRANSFER L P | $2M | 99,285 |
| 20 | SPROTT ASSET MANAGEMENT LP | $2M | 66,874 |
| 21 | CAL MAINE FOODS INC | $1M | 17,505 |
| 22 | COMPASS MINERALS INTL INC | $1M | 55,636 |
| 23 | DAVITA INC | $1M | 7,153 |
| 24 | AMPLIFY ETF TR | $899k | 30,250 |
| 25 | VALARIS LTD | $811k | 8,270 |
| 26 | ALAMOS GOLD INC | $355k | 8,000 |
| 27 | SLB LIMITED | $279k | 5,425 |
| 28 | WORTHINGTON STL INC | $228k | 7,500 |
| 29 | ALPHABET INC | $216k | 750 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.