Mountain Lake Investment Management as of Dec. 31, 2014
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 27 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kinder Morgan (KMI) | 11.7 | $13M | 304k | 42.31 | |
| Precision Drilling Corporation | 10.3 | $11M | 1.9M | 6.06 | |
| Oracle Corporation (ORCL) | 10.1 | $11M | 246k | 44.97 | |
| Capital Senior Living Corporation | 9.6 | $11M | 426k | 24.91 | |
| Celanese Corporation (CE) | 9.5 | $11M | 175k | 59.96 | |
| Citigroup (C) | 6.5 | $7.2M | 133k | 54.11 | |
| Fiat Chrysler Auto | 5.9 | $6.5M | 559k | 11.58 | |
| New Gold Inc Cda (NGD) | 5.4 | $6.0M | 1.4M | 4.30 | |
| Anthem (ELV) | 3.8 | $4.2M | 33k | 125.67 | |
| American International (AIG) | 3.7 | $4.1M | 73k | 56.01 | |
| Hillenbrand (HI) | 3.5 | $3.8M | 112k | 34.50 | |
| Morgan Stanley (MS) | 2.9 | $3.2M | 82k | 38.80 | |
| Ally Financial (ALLY) | 2.6 | $2.9M | 123k | 23.62 | |
| AllianceBernstein Holding (AB) | 2.4 | $2.6M | 101k | 25.83 | |
| NACCO Industries (NC) | 2.3 | $2.6M | 43k | 59.35 | |
| Hyster Yale Materials Handling (HY) | 2.3 | $2.5M | 34k | 73.20 | |
| Lifetime Brands (LCUT) | 1.7 | $1.9M | 108k | 17.20 | |
| Koppers Holdings (KOP) | 1.4 | $1.5M | 59k | 25.98 | |
| National Presto Industries (NPK) | 1.0 | $1.1M | 19k | 58.02 | |
| Oneok Partners | 0.9 | $984k | 25k | 39.64 | |
| American Intl Group | 0.9 | $957k | 39k | 24.62 | |
| Kinder Morgan Inc/delaware Wts | 0.6 | $666k | 156k | 4.26 | |
| Owens-Illinois | 0.3 | $357k | 13k | 27.02 | |
| Oneok (OKE) | 0.3 | $331k | 6.6k | 49.78 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $226k | 1.00 | 226000.00 | |
| Pattern Energy | 0.1 | $110k | 4.5k | 24.67 | |
| NL Industries (NL) | 0.0 | $18k | 2.1k | 8.46 |
