Mountain Lake Investment Management as of Dec. 31, 2011
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 28 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| WellPoint | 8.9 | $12M | 187k | 66.25 | |
| NVR (NVR) | 8.7 | $12M | 18k | 686.00 | |
| U.S. Bancorp (USB) | 7.9 | $11M | 406k | 27.05 | |
| Republic Services (RSG) | 7.7 | $11M | 385k | 27.55 | |
| Berkshire Hathaway (BRK.A) | 6.9 | $9.5M | 83.00 | 114759.04 | |
| Laboratory Corp. of America Holdings (LH) | 6.7 | $9.3M | 108k | 85.97 | |
| Exxon Mobil Corporation (XOM) | 5.5 | $7.6M | 90k | 84.76 | |
| SPDR Gold Trust (GLD) | 5.4 | $7.4M | 49k | 152.00 | |
| Alleghany Corporation | 4.5 | $6.3M | 22k | 285.27 | |
| Waste Management (WM) | 4.5 | $6.2M | 190k | 32.71 | |
| Microsoft Corporation (MSFT) | 4.3 | $6.0M | 230k | 25.96 | |
| Ingersoll-rand Co Ltd-cl A | 3.9 | $5.4M | 178k | 30.47 | |
| Ryanair Holdings | 3.8 | $5.3M | 190k | 27.86 | |
| Devon Energy Corporation (DVN) | 3.3 | $4.6M | 74k | 62.00 | |
| Hillenbrand (HI) | 3.1 | $4.3M | 191k | 22.32 | |
| iShares Gold Trust | 2.8 | $3.8M | 250k | 15.23 | |
| Sprott Physical Gold Trust (PHYS) | 2.1 | $2.9M | 210k | 13.80 | |
| Western Digital (WDC) | 1.9 | $2.6M | 85k | 30.95 | |
| H&R Block (HRB) | 1.9 | $2.6M | 160k | 16.33 | |
| Avis Budget (CAR) | 1.8 | $2.4M | 228k | 10.72 | |
| Apache Corporation | 1.1 | $1.6M | 18k | 90.57 | |
| AFLAC Incorporated (AFL) | 0.8 | $1.1M | 25k | 43.28 | |
| Yamana Gold | 0.7 | $955k | 65k | 14.69 | |
| Vista Gold (VGZ) | 0.5 | $661k | 215k | 3.07 | |
| Central Fd Cda Ltd cl a | 0.4 | $588k | 30k | 19.60 | |
| Agnico (AEM) | 0.4 | $545k | 15k | 36.33 | |
| Kinross Gold Corp (KGC) | 0.3 | $456k | 40k | 11.40 | |
| ConocoPhillips (COP) | 0.3 | $364k | 5.0k | 72.80 |
