Mountain Lake Investment Management as of Sept. 30, 2013
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 37 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hillenbrand (HI) | 7.6 | $11M | 399k | 27.37 | |
| Avis Budget (CAR) | 7.3 | $11M | 367k | 28.83 | |
| Southwest Airlines (LUV) | 6.0 | $8.7M | 596k | 14.56 | |
| Celanese Corporation (CE) | 5.4 | $7.7M | 147k | 52.79 | |
| Chesapeake Energy Corporation | 5.3 | $7.7M | 297k | 25.88 | |
| Oracle Corporation (ORCL) | 5.3 | $7.6M | 229k | 33.17 | |
| Citigroup (C) | 4.8 | $6.9M | 142k | 48.51 | |
| U.S. Bancorp (USB) | 4.3 | $6.2M | 169k | 36.58 | |
| American International (AIG) | 4.1 | $5.9M | 121k | 48.63 | |
| Halliburton Company (HAL) | 3.8 | $5.5M | 115k | 48.15 | |
| Sprott Physical Gold Trust (PHYS) | 3.8 | $5.4M | 491k | 11.03 | |
| JPMorgan Chase & Co. (JPM) | 3.6 | $5.2M | 101k | 51.69 | |
| Morgan Stanley (MS) | 3.5 | $5.1M | 188k | 26.95 | |
| Exelon Corporation (EXC) | 3.5 | $5.0M | 170k | 29.64 | |
| WellPoint | 2.9 | $4.2M | 50k | 83.61 | |
| Lockheed Martin Corporation (LMT) | 2.9 | $4.2M | 33k | 127.56 | |
| iShares Gold Trust | 2.2 | $3.2M | 250k | 12.89 | |
| Travelers Companies (TRV) | 2.2 | $3.1M | 37k | 84.78 | |
| Leucadia National | 2.0 | $2.9M | 105k | 27.24 | |
| Mfc Industrial | 1.9 | $2.8M | 334k | 8.40 | |
| National-Oilwell Var | 1.9 | $2.7M | 34k | 78.10 | |
| CF Industries Holdings (CF) | 1.8 | $2.6M | 13k | 210.81 | |
| Oneok Partners | 1.8 | $2.6M | 48k | 53.01 | |
| Market Vectors Gold Miners ETF | 1.8 | $2.5M | 101k | 25.02 | |
| Ply Gem Holdings | 1.5 | $2.2M | 155k | 13.98 | |
| Delta Air Lines (DAL) | 1.5 | $2.2M | 92k | 23.59 | |
| McDermott International | 1.4 | $2.0M | 266k | 7.43 | |
| Berkshire Hathaway (BRK.A) | 1.3 | $1.9M | 11.00 | 170454.55 | |
| iShares Silver Trust (SLV) | 1.2 | $1.7M | 82k | 20.90 | |
| Hldgs (UAL) | 1.0 | $1.4M | 46k | 30.72 | |
| Chesapeake Energy Corp option | 0.6 | $834k | 734.00 | 1135.87 | |
| Assurant (AIZ) | 0.5 | $744k | 14k | 54.10 | |
| Central Fd Cda Ltd cl a | 0.5 | $741k | 50k | 14.71 | |
| New Gold Inc Cda (NGD) | 0.4 | $631k | 105k | 5.98 | |
| SPDR Gold Trust (GLD) | 0.2 | $256k | 2.0k | 128.00 | |
| Sprott Physical Silver Tr tr unit (PSLV) | 0.2 | $241k | 28k | 8.73 | |
| FreightCar America (RAIL) | 0.1 | $165k | 8.0k | 20.69 |
