Mountain Lake Investment Management as of March 31, 2018
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 22 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViaSat (VSAT) | 11.4 | $22M | 335k | 65.72 | |
| Spdr S&p 500 Etf Tr option | 10.9 | $21M | 80k | 263.16 | |
| Antero Res (AR) | 10.3 | $20M | 1.0M | 19.85 | |
| Alliance Holdings GP | 9.9 | $19M | 765k | 25.01 | |
| Spirit Airlines (SAVE) | 9.0 | $17M | 460k | 37.78 | |
| Capital Senior Living Corporation | 8.0 | $15M | 1.4M | 10.75 | |
| National-Oilwell Var | 7.7 | $15M | 405k | 36.81 | |
| Consol Energy (CEIX) | 5.0 | $9.6M | 330k | 28.97 | |
| Ccr | 4.2 | $8.0M | 575k | 13.95 | |
| Ciner Res | 4.0 | $7.7M | 275k | 27.88 | |
| Antero Midstream Prtnrs Lp master ltd part | 3.8 | $7.4M | 285k | 25.89 | |
| Precision Drilling Corporation | 3.8 | $7.3M | 2.7M | 2.77 | |
| Universal Insurance Holdings (UVE) | 3.8 | $7.3M | 228k | 31.90 | |
| Vistaoutdoor (VSTO) | 3.6 | $6.9M | 423k | 16.32 | |
| Avis Budget (CAR) | 1.6 | $3.0M | 65k | 46.85 | |
| United Therapeutics Corporation (UTHR) | 1.2 | $2.3M | 21k | 112.38 | |
| Antero Midstream Gp partnerships | 0.8 | $1.6M | 100k | 15.99 | |
| Alliance Resource Partners (ARLP) | 0.5 | $882k | 50k | 17.64 | |
| Alta Mesa Resour | 0.2 | $400k | 50k | 8.00 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $299k | 1.00 | 299000.00 | |
| Alta Mesa Res Inc *w exp 03/28/202 | 0.1 | $200k | 25k | 8.00 | |
| Energy Xxi Gulfcoast | 0.0 | $38k | 10k | 3.80 |
