Mountain Lake Investment Management as of June 30, 2018
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 21 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliance Resource Partners (ARLP) | 12.5 | $25M | 1.3M | 18.35 | |
| ViaSat (VSAT) | 10.2 | $20M | 305k | 65.72 | |
| Antero Res (AR) | 9.5 | $19M | 875k | 21.35 | |
| Spirit Airlines (SAVE) | 8.5 | $17M | 460k | 36.35 | |
| Capital Senior Living Corporation | 8.0 | $16M | 1.5M | 10.67 | |
| National-Oilwell Var | 7.7 | $15M | 350k | 43.40 | |
| Vistaoutdoor (VSTO) | 6.0 | $12M | 770k | 15.49 | |
| Consol Energy (CEIX) | 5.4 | $11M | 277k | 38.35 | |
| Antero Midstream Prtnrs Lp master ltd part | 4.9 | $9.6M | 325k | 29.52 | |
| Ccr | 4.4 | $8.7M | 575k | 15.05 | |
| Precision Drilling Corporation | 4.3 | $8.5M | 2.6M | 3.32 | |
| Ciner Res | 3.7 | $7.2M | 275k | 26.28 | |
| Universal Insurance Holdings (UVE) | 3.5 | $7.0M | 200k | 35.10 | |
| American Airls (AAL) | 3.4 | $6.6M | 175k | 37.96 | |
| Assured Guaranty (AGO) | 2.6 | $5.2M | 145k | 35.73 | |
| Quanta Services (PWR) | 1.5 | $3.0M | 90k | 33.40 | |
| Avis Budget (CAR) | 1.4 | $2.8M | 85k | 32.51 | |
| United Therapeutics Corporation (UTHR) | 1.0 | $2.0M | 18k | 113.17 | |
| Alta Mesa Resour | 0.8 | $1.6M | 232k | 6.81 | |
| Halcon Res | 0.7 | $1.4M | 325k | 4.39 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $282k | 1.00 | 282000.00 |
