Mountain Lake Investment Management

Mountain Lake Investment Management as of June 30, 2013

Portfolio Holdings for Mountain Lake Investment Management

Mountain Lake Investment Management holds 29 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lockheed Martin Corporation (LMT) 11.2 $15M 137k 108.46
Halliburton Company (HAL) 10.6 $14M 339k 41.72
Hillenbrand (HI) 8.6 $11M 482k 23.71
Citigroup (C) 7.4 $9.9M 206k 47.97
American International (AIG) 6.1 $8.2M 183k 44.70
Southwest Airlines (LUV) 6.0 $8.0M 619k 12.89
WellPoint 5.8 $7.7M 94k 81.84
U.S. Bancorp (USB) 5.4 $7.1M 198k 36.15
Chesapeake Energy Corporation 4.5 $6.1M 298k 20.38
Morgan Stanley (MS) 4.3 $5.7M 234k 24.43
Avis Budget (CAR) 4.0 $5.4M 188k 28.75
Travelers Companies (TRV) 3.7 $4.9M 62k 79.93
Sprott Physical Gold Trust (PHYS) 3.6 $4.7M 463k 10.24
Berkshire Hathaway (BRK.A) 2.7 $3.5M 21.00 168619.05
Delta Air Lines (DAL) 2.3 $3.1M 165k 18.71
iShares Gold Trust 2.2 $3.0M 250k 11.99
Leucadia National 2.1 $2.8M 105k 26.22
Mfc Industrial 2.0 $2.7M 334k 8.07
Market Vectors Gold Miners ETF 1.8 $2.4M 99k 24.49
iShares Silver Trust (SLV) 1.1 $1.5M 77k 18.97
Green Dot Corporation (GDOT) 1.0 $1.3M 66k 19.95
McDermott International 0.9 $1.2M 147k 8.18
Western Digital (WDC) 0.7 $903k 15k 62.10
SPDR Gold Trust (GLD) 0.6 $834k 7.0k 119.14
Central Fd Cda Ltd cl a 0.5 $685k 50k 13.60
FreightCar America (RAIL) 0.5 $623k 37k 17.00
Oneok Partners 0.3 $394k 8.0k 49.52
Sprott Physical Silver Tr tr unit (PSLV) 0.1 $162k 21k 7.70
JAKKS Pacific 0.0 $24k 2.1k 11.39