Mountain Lake Investment Management as of Sept. 30, 2011
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 31 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| WellPoint | 8.9 | $13M | 200k | 65.28 | |
| Republic Services (RSG) | 7.2 | $11M | 377k | 28.06 | |
| Berkshire Hathaway (BRK.A) | 6.9 | $10M | 95.00 | 106800.00 | |
| Laboratory Corp. of America Holdings (LH) | 6.3 | $9.3M | 118k | 79.05 | |
| Travelers Companies (TRV) | 6.2 | $9.1M | 188k | 48.73 | |
| NVR (NVR) | 6.2 | $9.1M | 15k | 604.00 | |
| U.S. Bancorp (USB) | 5.8 | $8.5M | 360k | 23.54 | |
| SPDR Gold Trust (GLD) | 5.4 | $7.9M | 50k | 158.06 | |
| Exxon Mobil Corporation (XOM) | 4.7 | $6.9M | 95k | 72.63 | |
| Waste Management (WM) | 4.3 | $6.4M | 195k | 32.56 | |
| Microsoft Corporation (MSFT) | 4.1 | $6.0M | 240k | 24.89 | |
| Devon Energy Corporation (DVN) | 4.0 | $5.9M | 106k | 55.44 | |
| Alleghany Corporation | 3.8 | $5.6M | 19k | 288.50 | |
| Ryanair Holdings | 3.5 | $5.2M | 200k | 25.75 | |
| Wells Fargo & Company (WFC) | 3.3 | $4.8M | 200k | 24.12 | |
| Western Digital (WDC) | 2.8 | $4.0M | 157k | 25.72 | |
| H&R Block (HRB) | 2.7 | $4.0M | 300k | 13.31 | |
| Ingersoll-rand Co Ltd-cl A | 2.7 | $4.0M | 142k | 28.09 | |
| Hillenbrand (HI) | 2.3 | $3.3M | 181k | 18.40 | |
| AFLAC Incorporated (AFL) | 1.8 | $2.7M | 77k | 34.95 | |
| FedEx Corporation (FDX) | 1.3 | $2.0M | 29k | 67.69 | |
| Assured Guaranty (AGO) | 1.3 | $1.9M | 173k | 10.99 | |
| iShares Gold Trust | 1.1 | $1.6M | 100k | 15.83 | |
| Yamana Gold | 0.6 | $888k | 65k | 13.66 | |
| Sprott Physical Gold Trust (PHYS) | 0.6 | $842k | 60k | 14.03 | |
| Market Vectors Gold Miners ETF | 0.5 | $745k | 14k | 55.19 | |
| Vista Gold (VGZ) | 0.5 | $719k | 215k | 3.34 | |
| Agnico (AEM) | 0.4 | $595k | 10k | 59.50 | |
| Kinross Gold Corp (KGC) | 0.2 | $370k | 25k | 14.80 | |
| Lexmark International | 0.2 | $343k | 13k | 27.01 | |
| Market Vectors Junior Gold Miners ETF | 0.1 | $211k | 7.5k | 28.13 |
