Mountain Lake Investment Management as of Dec. 31, 2013
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 34 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SPDR Gold Trust (GLD) | 6.1 | $8.8M | 76k | 116.12 | |
| Oracle Corporation (ORCL) | 6.0 | $8.8M | 229k | 38.26 | |
| Avis Budget (CAR) | 6.0 | $8.7M | 215k | 40.42 | |
| Southwest Airlines (LUV) | 5.8 | $8.4M | 444k | 18.84 | |
| Citigroup (C) | 5.8 | $8.4M | 161k | 52.11 | |
| Precision Drilling Corporation | 5.8 | $8.3M | 891k | 9.37 | |
| Celanese Corporation (CE) | 5.6 | $8.1M | 147k | 55.31 | |
| Chesapeake Energy Corporation | 5.5 | $8.0M | 297k | 27.14 | |
| Exelon Corporation (EXC) | 4.3 | $6.3M | 228k | 27.39 | |
| JPMorgan Chase & Co. (JPM) | 4.1 | $5.9M | 101k | 58.48 | |
| Hyster Yale Materials Handling (HY) | 3.9 | $5.7M | 61k | 93.16 | |
| Morgan Stanley (MS) | 3.9 | $5.6M | 179k | 31.36 | |
| Hillenbrand (HI) | 3.8 | $5.5M | 187k | 29.42 | |
| National-Oilwell Var | 3.8 | $5.5M | 69k | 79.53 | |
| American International (AIG) | 3.6 | $5.2M | 103k | 51.05 | |
| CF Industries Holdings (CF) | 3.1 | $4.5M | 19k | 233.03 | |
| Express Scripts Holding | 2.9 | $4.2M | 60k | 70.24 | |
| WellPoint | 2.8 | $4.0M | 43k | 92.40 | |
| U.S. Bancorp (USB) | 2.2 | $3.1M | 78k | 40.40 | |
| Leucadia National | 2.1 | $3.0M | 107k | 28.34 | |
| Oneok Partners | 1.8 | $2.7M | 51k | 52.64 | |
| Halliburton Company (HAL) | 1.8 | $2.6M | 51k | 50.75 | |
| Mfc Industrial | 1.8 | $2.6M | 320k | 7.99 | |
| Market Vectors Junior Gold Min | 1.7 | $2.4M | 78k | 31.05 | |
| Sprott Physical Silver Tr tr unit (PSLV) | 1.4 | $2.1M | 274k | 7.57 | |
| McDermott International | 1.2 | $1.7M | 184k | 9.16 | |
| NACCO Industries (NC) | 1.1 | $1.6M | 26k | 62.17 | |
| Berkshire Hathaway (BRK.A) | 0.9 | $1.2M | 7.00 | 177857.14 | |
| New Gold Inc Cda (NGD) | 0.7 | $958k | 183k | 5.24 | |
| Ensco Plc Shs Class A | 0.5 | $784k | 14k | 57.20 | |
| Sprott Physical Gold Trust (PHYS) | 0.2 | $295k | 30k | 9.96 | |
| Cooper Tire & Rubber Company | 0.1 | $149k | 6.2k | 23.98 | |
| B2gold Corp (BTG) | 0.1 | $92k | 46k | 2.01 | |
| Spdr S&p 500 Etf Tr option | 0.0 | $20k | 183.00 | 109.29 |
