Mountain Lake Investment Management

Mountain Lake Investment Management as of Sept. 30, 2014

Portfolio Holdings for Mountain Lake Investment Management

Mountain Lake Investment Management holds 45 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kinder Morgan Management 7.4 $11M 122k 94.15
Ensco Plc Shs Class A 7.2 $11M 268k 41.31
Citigroup (C) 7.1 $11M 211k 51.82
Oracle Corporation (ORCL) 6.4 $9.9M 259k 38.28
Celanese Corporation (CE) 6.1 $9.5M 162k 58.52
Capital Senior Living Corporation 5.9 $9.0M 426k 21.23
SPDR Gold Trust (GLD) 5.0 $7.7M 66k 116.21
Precision Drilling Corporation 4.7 $7.2M 672k 10.79
Exelon Corporation (EXC) 4.3 $6.7M 196k 34.09
American International (AIG) 3.4 $5.2M 97k 54.02
WellPoint 3.1 $4.8M 40k 119.61
Morgan Stanley (MS) 3.1 $4.7M 137k 34.57
Kinder Morgan (KMI) 3.0 $4.6M 119k 38.34
Tidewater 3.0 $4.5M 116k 39.03
National-Oilwell Var 2.9 $4.4M 58k 76.11
Loews Corporation (L) 2.8 $4.3M 103k 41.66
Hillenbrand (HI) 2.7 $4.1M 133k 30.89
CNA Financial Corporation (CNA) 2.1 $3.2M 85k 38.03
Ally Financial (ALLY) 1.6 $2.5M 108k 23.14
AllianceBernstein Holding (AB) 1.6 $2.4M 94k 26.02
Genworth Financial (GNW) 1.6 $2.4M 184k 13.10
Hyster Yale Materials Handling (HY) 1.6 $2.4M 34k 71.61
New Gold Inc Cda (NGD) 1.5 $2.3M 448k 5.05
NACCO Industries (NC) 1.5 $2.3M 45k 49.74
Voya Financial (VOYA) 1.2 $1.9M 49k 39.09
Sprott Physical Silver Tr tr unit (PSLV) 1.2 $1.9M 278k 6.88
Lifetime Brands (LCUT) 1.1 $1.7M 114k 15.31
Market Vectors Junior Gold Min 1.0 $1.6M 47k 33.62
Leucadia National 1.0 $1.5M 65k 23.85
Avis Budget (CAR) 1.0 $1.5M 27k 54.89
Koppers Holdings (KOP) 0.8 $1.3M 38k 33.15
National Presto Industries (NPK) 0.6 $931k 15k 60.68
American Intl Group 0.6 $925k 39k 23.79
Oppenheimer Holdings (OPY) 0.4 $637k 32k 20.25
Sprott Physical Gold Trust (PHYS) 0.3 $491k 49k 9.97
Kinder Morgan Inc/delaware Wts 0.3 $491k 135k 3.64
Citigroup Inc opt 0.3 $393k 453.00 867.55
Market Vectors Gold Miners ETF 0.2 $316k 15k 21.38
CF Industries Holdings (CF) 0.2 $251k 900.00 278.89
Berkshire Hathaway (BRK.A) 0.1 $207k 1.00 207000.00
Bp Plc option 0.1 $172k 896.00 191.96
B2gold Corp (BTG) 0.1 $73k 36k 2.04
Bank Of America Corporation warrant 0.0 $48k 6.4k 7.50
NL Industries (NL) 0.0 $29k 4.0k 7.31
Spdr S&p 500 Etf Tr option 0.0 $17k 180.00 94.44