Mountain Lake Investment Management as of Dec. 31, 2019
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 17 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Allegiant Travel Company (ALGT) | 11.9 | $16M | 91k | 174.04 | |
| ViaSat (VSAT) | 10.6 | $14M | 193k | 73.19 | |
| Spirit Airlines (SAVE) | 9.6 | $13M | 315k | 40.31 | |
| Quanta Services (PWR) | 9.1 | $12M | 295k | 40.71 | |
| National-Oilwell Var | 7.7 | $10M | 408k | 25.05 | |
| Consol Energy (CEIX) | 7.1 | $9.4M | 650k | 14.51 | |
| Koppers Holdings (KOP) | 6.8 | $9.0M | 237k | 38.22 | |
| Antero Midstream Corp antero midstream (AM) | 6.6 | $8.7M | 1.2M | 7.59 | |
| Barrick Gold Corp (GOLD) | 5.1 | $6.7M | 362k | 18.59 | |
| Vistaoutdoor (VSTO) | 5.1 | $6.7M | 895k | 7.48 | |
| Alliance Resource Partners (ARLP) | 5.0 | $6.6M | 609k | 10.82 | |
| Precision Drilling Corporation | 4.7 | $6.2M | 4.5M | 1.40 | |
| Antero Res (AR) | 2.6 | $3.4M | 1.2M | 2.85 | |
| Blackberry (BB) | 2.5 | $3.4M | 525k | 6.42 | |
| Ciner Res | 2.4 | $3.1M | 180k | 17.35 | |
| Concrete Pumping Hldgs (BBCP) | 1.6 | $2.2M | 394k | 5.47 | |
| Newmont Mining Corporation (NEM) | 1.6 | $2.1M | 48k | 43.46 |
