Mountain Lake Investment Management as of Sept. 30, 2018
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 20 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliance Resource Partners (ARLP) | 12.9 | $26M | 1.3M | 20.40 | |
| ViaSat (VSAT) | 11.3 | $22M | 350k | 63.95 | |
| Spirit Airlines (SAVE) | 9.6 | $19M | 405k | 46.97 | |
| Antero Res (AR) | 8.2 | $16M | 915k | 17.71 | |
| National-Oilwell Var | 7.6 | $15M | 350k | 43.08 | |
| Consol Energy (CEIX) | 7.3 | $15M | 355k | 40.81 | |
| Capital Senior Living Corporation | 7.0 | $14M | 1.5M | 9.44 | |
| Vistaoutdoor (VSTO) | 7.0 | $14M | 775k | 17.89 | |
| Precision Drilling Corporation | 4.9 | $9.7M | 2.8M | 3.46 | |
| Antero Midstream Prtnrs Lp master ltd part | 4.7 | $9.3M | 325k | 28.66 | |
| Ccr | 4.5 | $8.9M | 495k | 17.95 | |
| Quanta Services (PWR) | 4.0 | $7.8M | 235k | 33.38 | |
| Ciner Res | 3.8 | $7.4M | 275k | 27.02 | |
| Assured Guaranty (AGO) | 3.1 | $6.1M | 145k | 42.23 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.4 | $2.8M | 125k | 22.52 | |
| Alta Mesa Resour | 0.9 | $1.9M | 450k | 4.18 | |
| Antero Midstream Gp partnerships | 0.9 | $1.7M | 100k | 16.92 | |
| Range Resources (RRC) | 0.4 | $849k | 50k | 16.98 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 0.3 | $558k | 45k | 12.40 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $320k | 1.00 | 320000.00 |
