Mountain Lake Investment Management as of Dec. 31, 2018
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 19 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alliance Resource Partners (ARLP) | 12.6 | $23M | 1.3M | 17.34 | |
ViaSat (VSAT) | 11.2 | $20M | 345k | 58.95 | |
Spirit Airlines (SAVE) | 11.1 | $20M | 350k | 57.92 | |
Consol Energy (CEIX) | 9.0 | $16M | 518k | 31.71 | |
Quanta Services (PWR) | 8.2 | $15M | 500k | 30.10 | |
Antero Res (AR) | 7.5 | $14M | 1.5M | 9.39 | |
National-Oilwell Var | 6.5 | $12M | 465k | 25.70 | |
Koppers Holdings (KOP) | 5.6 | $10M | 600k | 17.04 | |
Precision Drilling Corporation | 5.5 | $10M | 5.8M | 1.74 | |
Vistaoutdoor (VSTO) | 5.3 | $9.6M | 850k | 11.35 | |
Antero Midstream Gp partnerships | 3.7 | $6.7M | 600k | 11.18 | |
Ciner Res | 3.2 | $5.9M | 275k | 21.45 | |
Ccr | 3.2 | $5.8M | 355k | 16.41 | |
Capital Senior Living Corporation | 2.6 | $4.7M | 697k | 6.80 | |
Paccar (PCAR) | 1.9 | $3.4M | 59k | 57.14 | |
U.S. Bancorp (USB) | 1.2 | $2.2M | 48k | 45.71 | |
FedEx Corporation (FDX) | 1.0 | $1.8M | 11k | 161.36 | |
Tyson Foods (TSN) | 0.6 | $1.1M | 20k | 53.40 | |
Berkshire Hathaway (BRK.A) | 0.2 | $306k | 1.00 | 306000.00 |