Mountain Lake Investment Management

Latest statistics and disclosures from Mountain Lake Investment Management's latest quarterly 13F-HR filing:

Mountain Lake Investment Management portfolio companies for September 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
KMR Kinder Morgan Management 7.43 121517 94.15 0.00
Ensco Plc Shs Class A 7.17 +75.00% 267455 41.31 0.00
Citi 7.08 -6.00% 210493 51.82 0.00
ORCL Oracle Corporation 6.43 258859 38.28 40.95
CE Celanese Corporation 6.14 161549 58.52 55.89
CSU Capital Senior Living Corporation 5.86 +60.00% 425455 21.23 24.03
GLD SPDR Gold Trust 4.97 65835 116.21 115.06
PD Precision Drilling Corporation 4.71 671879 10.79 0.00
EXC Exelon Corporation 4.33 195597 34.09 35.48
AIG American International 3.39 96615 54.02 52.88
WLP WellPoint 3.13 -35.00% 40306 119.61 0.00
MS Morgan Stanley 3.07 -2.00% 137032 34.57 35.76
Kinder Morgan 2.97 -12.00% 119267 38.34 0.00
TDW Tidewater 2.95 NEW 116423 39.03 30.34
NOV National-Oilwell Var 2.89 -15.00% 58417 76.11 63.38
L Loews Corporation 2.79 +92.00% 103348 41.66 39.40
HI Hillenbrand 2.66 132587 30.89 31.61
CNA CNA Financial Corporation 2.11 NEW 85374 38.03 37.11
Ally Financial 1.61 NEW 107483 23.14 0.00
AB AllianceBernstein Holding 1.59 +2.00% 94099 26.02 23.83
GNW Genworth Financial 1.57 +102.00% 184234 13.10 7.74
Hyster Yale Materials Handling 1.57 NEW 33768 71.61 0.00
New Gold Inc Cda 1.47 +12.00% 447847 5.05 0.00
NC NACCO Industries 1.46 +2.00% 45238 49.74 55.50
Voya Financial 1.25 NEW 49267 39.09 0.00
Sprott Physical Silver Tr tr unit 1.24 277664 6.88 0.00
LCUT Lifetime Brands 1.13 114202 15.31 15.10
Market Vectors Junior Gold Min 1.03 47410 33.62 0.00
LUK Leucadia National 1.00 +10.00% 64705 23.85 21.25
CAR Avis Budget 0.96 -62.00% 26870 54.89 55.83
KOP Koppers Holdings 0.82 NEW 38067 33.15 23.64
NPK National Presto Industries 0.60 +53.00% 15343 60.68 56.20
American Intl 0.60 38874 23.79 0.00
OPY Oppenheimer Holdings 0.41 +8.00% 31454 20.25 21.43
PHYS Sprott Physical Gold Trust 0.32 +66.00% 49263 9.97 9.88
Kinder Morgan Inc/delaware Wts 0.32 +2.00% 134805 3.64 0.00
Citigroup Inc opt 0.26 453 867.55 0.00
GDX Market Vectors Gold Miners ETF 0.21 +40.00% 14780 21.38 17.35
CF CF Industries Holdings 0.16 -92.00% 900 278.89 248.87
BRK.A Berkshire Hathaway 0.13 1 207000.00 0.00
Bp Plc option 0.11 +292.00% 896 191.96 0.00
B2gold 0.05 NEW 35828 2.04 0.00
Bank Of America Corporation warrant 0.03 6403 7.50 0.00
NL NL Industries 0.02 +17.00% 3968 7.31 8.65
Spdr S&p 500 Etf Tr option 0.01 -94.00% 180 94.44 0.00