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 June 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Koppers Holdings (KOP) 10.00 539500 -2.00% 30.73 18.32
Crossamerica Partners 8.36 565000 24.52 0.00
Capital Senior Living Corporation (CSU) 7.84 735000 +10.00% 17.67 25.17
Owens-Illinois (OI) 7.61 700000 18.01 23.29
Hertz Global Holdings (HTZ) 7.32 1.10M +7203.00% 11.07 21.85
Oracle Corporation (ORCL) 7.04 285000 40.93 41.62
Avis Budget (CAR) 5.83 300000 -46.00% 32.23 59.56
U.S. Ban (USB) 4.75 195000 +25.00% 40.33 43.76
Axalta Coating Sys 4.52 282100 NEW 26.53 0.00
Ciner Res 4.23 250000 28.02 0.00
Delta Air Lines (DAL) 4.08 185400 NEW 36.43 44.19
National-Oilwell Var (NOV) 3.45 170000 -24.00% 33.65 50.15
Plains All American Pipeline (PAA) 3.32 200000 +33.00% 27.49 47.37
Plains Gp Hldgs L P shs a rep ltpn 3.15 500000 +3.00% 10.43 0.00
Alliance Holdings GP (AHGP) 3.02 237900 +2.00% 21.04 49.59
Cnx Coal Resources 2.37 425000 9.26 0.00
Alliance Resource Partners (ARLP) 2.22 233000 15.76 35.34
JPMorgan Chase & Co. (JPM) 1.97 52500 +11.00% 62.13 60.16
Citi 1.66 65000 +30.00% 42.38 0.00
* Barrick Gold 1.61 125000 -72.00% 21.35 0.00
Goldman Sachs (GS) 1.57 17500 148.57 184.67
CF Industries Holdings (CF) 1.45 100000 NEW 24.10 292.79
CBL & Associates Properties (CBL) 1.10 195000 NEW 9.31 18.82
CBS Corporation (CBS) 0.69 21000 NEW 54.43 59.57
Terex Corporation (TEX) 0.21 17500 -30.00% 20.29 25.14
Celanese Corporation (CE) 0.17 4200 -96.00% 65.48 56.85
American International (AIG) 0.16 5000 +100.00% 52.80 54.59
Berkshire Hathaway (BRK.A) 0.13 1 217000.00 0.00
SPDR S&P; 500 ETF (SPY) 0.11 2250 +350.00% 80.00 205.25
Manitowoc Foodservice 0.09 8000 NEW 17.62 0.00
CNA Financial Corporation (CNA) 0.00 100 30.00 40.44
iShares Russell 2000 Index (IWM) 0.00 500 NEW 10.00 119.90