Mountain Lake Investment Management as of March 31, 2013
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 27 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lockheed Martin Corporation (LMT) | 10.9 | $16M | 163k | 96.52 | |
| Halliburton Company (HAL) | 9.8 | $14M | 348k | 40.41 | |
| Hillenbrand (HI) | 8.5 | $12M | 482k | 25.28 | |
| Citigroup (C) | 6.7 | $9.7M | 218k | 44.24 | |
| WellPoint | 6.5 | $9.4M | 142k | 66.23 | |
| Avis Budget (CAR) | 5.8 | $8.4M | 301k | 27.83 | |
| Southwest Airlines (LUV) | 5.8 | $8.3M | 619k | 13.48 | |
| U.S. Bancorp (USB) | 5.4 | $7.7M | 228k | 33.93 | |
| American International (AIG) | 5.4 | $7.7M | 199k | 38.82 | |
| Morgan Stanley (MS) | 4.7 | $6.7M | 305k | 21.98 | |
| Berkshire Hathaway (BRK.A) | 4.6 | $6.6M | 42.00 | 156285.71 | |
| Travelers Companies (TRV) | 4.3 | $6.1M | 73k | 84.20 | |
| Chesapeake Energy Corporation | 4.2 | $6.0M | 296k | 20.41 | |
| Sprott Physical Gold Trust (PHYS) | 4.0 | $5.7M | 422k | 13.53 | |
| Western Digital (WDC) | 3.1 | $4.4M | 89k | 50.29 | |
| iShares Gold Trust | 2.7 | $3.9M | 250k | 15.52 | |
| Mfc Industrial | 1.5 | $2.1M | 235k | 9.06 | |
| Green Dot Corporation (GDOT) | 1.3 | $1.9M | 115k | 16.71 | |
| Sprott Physical Silver Tr tr unit (PSLV) | 1.3 | $1.8M | 164k | 11.21 | |
| SPDR Gold Trust (GLD) | 1.1 | $1.5M | 10k | 154.50 | |
| Leucadia National | 0.8 | $1.2M | 44k | 27.42 | |
| Central Fd Cda Ltd cl a | 0.6 | $795k | 41k | 19.37 | |
| Chesapeake Energy Corporation | 0.4 | $521k | 874.00 | 596.27 | |
| Hldgs (UAL) | 0.3 | $397k | 12k | 32.05 | |
| Alleghany Corporation | 0.2 | $350k | 884.00 | 395.93 | |
| Delta Air Lines (DAL) | 0.2 | $310k | 19k | 16.53 | |
| Tower International | 0.0 | $28k | 2.0k | 14.00 |
