Mountain Lake Investment Management as of June 30, 2015
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 23 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Owens Ill Com New | 10.9 | $13M | 545k | 22.94 | |
| Oracle Corporation (ORCL) | 10.0 | $12M | 285k | 40.30 | |
| Capital Senior Living Corporation | 9.7 | $11M | 455k | 24.50 | |
| Celanese Corp Del Com Ser A (CE) | 9.4 | $11M | 150k | 71.88 | |
| Koppers Holdings (KOP) | 8.6 | $9.9M | 400k | 24.72 | |
| Tyson Foods Cl A (TSN) | 6.7 | $7.7M | 180k | 42.63 | |
| Citigroup Com New (C) | 5.2 | $5.9M | 108k | 55.24 | |
| Precision Drilling Corp Com 2010 | 5.0 | $5.7M | 850k | 6.72 | |
| National-Oilwell Var | 5.0 | $5.7M | 118k | 48.28 | |
| Us Bancorp Del Com New (USB) | 4.4 | $5.0M | 115k | 43.40 | |
| Avis Budget (CAR) | 3.9 | $4.5M | 102k | 44.08 | |
| New Gold Inc Cda (NGD) | 3.9 | $4.5M | 1.7M | 2.69 | |
| Crossamerica Partners Ut Ltd Ptn Int (CAPL) | 3.0 | $3.4M | 120k | 28.27 | |
| Hillenbrand (HI) | 2.9 | $3.3M | 109k | 30.70 | |
| Cst Brands | 2.3 | $2.6M | 68k | 39.07 | |
| Now (DNOW) | 2.2 | $2.5M | 126k | 19.91 | |
| Kinder Morgan (KMI) | 2.0 | $2.3M | 60k | 38.38 | |
| Alliancebernstein Holding Unit Ltd Partn (AB) | 2.0 | $2.3M | 78k | 29.54 | |
| American Intl Group Com New (AIG) | 1.4 | $1.5M | 25k | 61.84 | |
| First Tr Mlp & Energy Income (FEI) | 0.8 | $969k | 53k | 18.46 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $324k | 2.5k | 129.60 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $205k | 1.00 | 205000.00 | |
| Hldgs (UAL) | 0.2 | $186k | 3.5k | 53.14 |
