Mountain Lake Investment Management

Mountain Lake Investment Management as of March 31, 2014

Portfolio Holdings for Mountain Lake Investment Management

Mountain Lake Investment Management holds 38 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Citigroup (C) 8.1 $11M 235k 47.60
Precision Drilling Corporation 7.2 $10M 833k 11.97
Oracle Corporation (ORCL) 6.9 $9.5M 232k 40.91
Celanese Corporation (CE) 6.6 $9.1M 164k 55.51
SPDR Gold Trust (GLD) 6.6 $9.0M 73k 123.61
WellPoint 5.9 $8.2M 82k 99.55
Avis Budget (CAR) 5.6 $7.7M 157k 48.70
Ensco Plc Shs Class A 5.2 $7.2M 137k 52.78
Exelon Corporation (EXC) 4.8 $6.6M 198k 33.56
JPMorgan Chase & Co. (JPM) 4.5 $6.1M 101k 60.71
National-Oilwell Var 4.1 $5.6M 72k 77.87
American International (AIG) 3.6 $4.9M 98k 50.01
Southwest Airlines (LUV) 3.5 $4.8M 205k 23.61
Hillenbrand (HI) 3.2 $4.4M 137k 32.33
Morgan Stanley (MS) 3.2 $4.4M 141k 31.17
Kinder Morgan Management 2.3 $3.1M 44k 71.66
Oneok Partners 2.1 $3.0M 55k 53.54
Kinder Morgan (KMI) 2.1 $3.0M 91k 32.49
CF Industries Holdings (CF) 2.1 $2.9M 11k 260.64
Sprott Physical Silver Tr tr unit (PSLV) 1.6 $2.1M 274k 7.84
Cal-Maine Foods (CALM) 1.4 $2.0M 32k 62.77
NACCO Industries (NC) 1.4 $2.0M 36k 54.21
New Gold Inc Cda (NGD) 1.4 $1.9M 396k 4.88
Market Vectors Junior Gold Min 1.2 $1.7M 47k 36.23
Genworth Financial (GNW) 1.2 $1.6M 91k 17.73
Kinder Morgan Energy Partners 1.0 $1.3M 18k 73.96
Mfc Industrial 0.7 $905k 114k 7.94
American Intl Group 0.6 $795k 39k 20.45
Hyster Yale Materials Handling (HY) 0.5 $624k 6.4k 97.50
Popular (BPOP) 0.4 $603k 20k 30.97
AllianceBernstein Holding (AB) 0.3 $398k 16k 25.00
Sprott Physical Gold Trust (PHYS) 0.2 $316k 30k 10.67
Market Vectors Gold Miners ETF 0.2 $248k 11k 23.58
Berkshire Hathaway (BRK.A) 0.1 $187k 1.00 187000.00
Bp Plc option 0.1 $90k 228.00 394.74
Bank Of America Corporation warrant 0.0 $53k 6.4k 8.28
Spdr S&p 500 Etf Tr option 0.0 $48k 910.00 52.75
Kinder Morgan Inc/delaware Wts 0.0 $32k 18k 1.76