Mountain Lake Investment Management

Latest statistics and disclosures from Mountain Lake Investment Management's latest quarterly 13F-HR filing:

Mountain Lake Investment Management portfolio companies for September 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Koppers Holdings (KOP) 8.79 475000 -11.00% 32.18 18.32
Crossamerica Partners 8.63 591100 +4.00% 25.39 0.00
Capital Senior Living Corporation (CSU) 7.58 785000 +6.00% 16.80 25.17
Owens-Illinois (OI) 7.40 700000 18.39 23.29
Delta Air Lines (DAL) 7.01 310000 +67.00% 39.36 44.19
Avis Budget (CAR) 6.59 335000 +11.00% 34.21 59.56
National-Oilwell Var (NOV) 5.28 250000 +47.00% 36.74 50.15
Axalta Coating Sys 5.28 325000 +15.00% 28.27 0.00
CBS Corporation (CBS) 5.19 165000 +685.00% 54.74 59.57
U.S. Ban (USB) 4.93 200000 +2.00% 42.89 43.76
CF Industries Holdings (CF) 4.90 350000 +250.00% 24.35 292.79
Hertz Global Holdings 4.85 210000 NEW 40.16 0.00
Ciner Res 4.47 250000 31.13 0.00
Cnx Coal Resources 3.57 401000 -5.00% 15.50 0.00
Actuant Corporation (ATU) 3.47 260000 NEW 23.24 24.35
Alliance Holdings GP (AHGP) 3.22 215000 -9.00% 26.05 49.59
Plains All American Pipeline (PAA) 2.79 154300 -22.00% 31.41 47.37
Alliance Resource Partners (ARLP) 2.61 205000 -12.00% 22.18 35.34
* Barrick Gold 1.17 115000 -8.00% 17.72 0.00
KBR (KBR) 0.87 100000 NEW 15.13 14.89
Dentsply Sirona 0.60 17500 NEW 59.43 0.00
SPDR S&P; 500 ETF (SPY) 0.29 4600 +104.00% 108.00 205.25
American International (AIG) 0.17 5000 59.40 54.59
Berkshire Hathaway (BRK.A) 0.12 1 216000.00 0.00
Oracle Corporation (ORCL) 0.11 5000 -98.00% 39.20 41.62
Cloud Peak Energy 0.10 30800 NEW 5.45 0.00
CNA Financial Corporation (CNA) 0.00 100 30.00 40.44