Mountain Lake Investment Management as of Dec. 31, 2023
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 17 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 12.6 | $12M | 623k | 19.74 | |
| Allegiant Travel Company (ALGT) | 10.0 | $9.7M | 118k | 82.61 | |
| Seadrill 2021 (SDRL) | 9.1 | $8.9M | 188k | 47.28 | |
| Sitio Royalties Corp Class A Com (STR) | 9.0 | $8.8M | 375k | 23.51 | |
| Nexgen Energy (NXE) | 8.9 | $8.7M | 1.2M | 7.00 | |
| Noble Corp Ord Shs A (NE) | 8.8 | $8.6M | 178k | 48.16 | |
| Vistaoutdoor (VSTO) | 8.2 | $8.1M | 273k | 29.57 | |
| Precision Drilling Corp Com New (PDS) | 6.1 | $6.0M | 111k | 54.29 | |
| Antero Res (AR) | 5.3 | $5.2M | 231k | 22.68 | |
| Sprott Physical Gold Tr Unit (PHYS) | 5.2 | $5.1M | 318k | 15.93 | |
| EQT Corporation (EQT) | 4.3 | $4.3M | 110k | 38.66 | |
| Triple Flag Precious Metals (TFPM) | 3.7 | $3.6M | 270k | 13.31 | |
| Sprott Fds Tr Junior Uranium (URNJ) | 2.5 | $2.4M | 102k | 23.59 | |
| Asbury Automotive (ABG) | 2.3 | $2.2M | 10k | 224.97 | |
| Builders FirstSource (BLDR) | 1.8 | $1.8M | 11k | 166.94 | |
| Costco Wholesale Corporation (COST) | 1.4 | $1.3M | 2.0k | 660.08 | |
| Seabridge Gold (SA) | 0.8 | $789k | 65k | 12.13 |
