Mountain Lake Investment Management as of March 31, 2015
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 19 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celanese Corporation (CE) | 11.4 | $11M | 199k | 55.86 | |
| Capital Senior Living Corporation | 11.4 | $11M | 426k | 25.94 | |
| Oracle Corporation (ORCL) | 10.9 | $11M | 246k | 43.15 | |
| Owens-Illinois | 10.9 | $11M | 452k | 23.32 | |
| Precision Drilling Corporation | 9.8 | $9.5M | 1.5M | 6.34 | |
| Koppers Holdings (KOP) | 6.8 | $6.6M | 335k | 19.68 | |
| Citigroup (C) | 6.6 | $6.4M | 125k | 51.52 | |
| Kinder Morgan (KMI) | 6.3 | $6.1M | 145k | 42.06 | |
| New Gold Inc Cda (NGD) | 4.8 | $4.7M | 1.4M | 3.39 | |
| U.S. Bancorp (USB) | 4.8 | $4.7M | 107k | 43.67 | |
| American International (AIG) | 3.5 | $3.4M | 63k | 54.79 | |
| Hillenbrand (HI) | 3.5 | $3.4M | 111k | 30.87 | |
| AllianceBernstein Holding (AB) | 3.1 | $3.0M | 97k | 30.87 | |
| Hyster Yale Materials Handling (HY) | 2.5 | $2.5M | 34k | 73.29 | |
| Tidewater | 2.2 | $2.2M | 114k | 19.14 | |
| First Tr Mlp & Energy Income | 0.6 | $538k | 26k | 20.38 | |
| Cal-Maine Foods (CALM) | 0.2 | $220k | 5.6k | 39.10 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $218k | 1.00 | 218000.00 | |
| Kinder Morgan Inc/delaware Wts | 0.2 | $201k | 49k | 4.10 |
