Mountain Lake Investment Management as of March 31, 2012
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 28 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wellpoint | 9.7 | $17M | 229k | 73.80 | |
| Us Bancorp Del | 7.3 | $13M | 406k | 31.68 | |
| Travelers Companies | 6.7 | $12M | 199k | 59.20 | |
| Nvr | 6.4 | $11M | 15k | 726.30 | |
| Lockheed Martin Corp | 6.0 | $11M | 116k | 89.86 | |
| Laboratory Corp Of America Hol | 5.9 | $10M | 114k | 91.54 | |
| Republic Svcs | 5.8 | $10M | 335k | 30.56 | |
| Berkshire Hathaway Inc Del cl a | 5.6 | $9.8M | 80.00 | 121900.00 | |
| Alleghany Corp | 4.3 | $7.5M | 23k | 329.09 | |
| Microsoft Corp | 4.0 | $7.1M | 220k | 32.25 | |
| Ingersoll-rand | 3.9 | $6.9M | 167k | 41.35 | |
| Ryanair Hldgs | 3.9 | $6.9M | 190k | 36.28 | |
| Devon Energy Corp | 3.8 | $6.7M | 94k | 71.12 | |
| Spdr Gold Trust gold | 3.7 | $6.5M | 40k | 162.12 | |
| Avis Budget Group | 3.1 | $5.5M | 387k | 14.15 | |
| Sprott Physical Gold Trust | 2.8 | $4.8M | 336k | 14.44 | |
| Hillenbrand | 2.5 | $4.4M | 191k | 22.95 | |
| Xerox Corp | 2.4 | $4.1M | 511k | 8.07 | |
| Ishares Gold Trust ishares | 2.3 | $4.1M | 250k | 16.27 | |
| Exxon Mobil | 2.2 | $3.9M | 45k | 86.73 | |
| American Intl Grou | 2.1 | $3.6M | 118k | 30.83 | |
| Western Digital Corp | 1.3 | $2.3M | 57k | 41.40 | |
| Avnet | 1.3 | $2.3M | 64k | 36.39 | |
| Apache Corp | 1.1 | $1.9M | 18k | 100.47 | |
| Bmc Software | 0.6 | $1.1M | 28k | 40.16 | |
| M/i Homes | 0.5 | $926k | 75k | 12.36 | |
| Central Fund Of Canada | 0.4 | $659k | 30k | 21.97 | |
| Yamana Gold | 0.2 | $391k | 25k | 15.64 |
