Mountain Lake Investment Management as of March 31, 2019
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 23 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 10.4 | $28M | 100k | 282.48 | |
| Alliance Resource Partners (ARLP) | 9.7 | $26M | 1.3M | 20.36 | |
| ViaSat (VSAT) | 9.5 | $26M | 335k | 77.50 | |
| Allegiant Travel Company (ALGT) | 7.3 | $20M | 155k | 129.47 | |
| Quanta Services (PWR) | 6.9 | $19M | 500k | 37.74 | |
| Spirit Airlines (SAVE) | 6.8 | $19M | 350k | 52.86 | |
| Consol Energy (CEIX) | 6.5 | $18M | 515k | 34.22 | |
| Koppers Holdings (KOP) | 6.2 | $17M | 653k | 25.98 | |
| iShares Russell 2000 Index (IWM) | 5.6 | $15M | 100k | 153.10 | |
| Precision Drilling Corporation | 5.1 | $14M | 5.9M | 2.39 | |
| National-Oilwell Var | 5.0 | $14M | 508k | 26.64 | |
| Antero Res (AR) | 4.6 | $13M | 1.4M | 8.83 | |
| Antero Midstream Corp antero midstream (AM) | 4.3 | $12M | 850k | 13.78 | |
| Vistaoutdoor (VSTO) | 3.4 | $9.2M | 1.2M | 8.01 | |
| Ciner Res | 2.5 | $6.9M | 273k | 25.48 | |
| Blackberry (BB) | 2.2 | $6.1M | 601k | 10.09 | |
| Ccr | 1.6 | $4.4M | 250k | 17.67 | |
| General Electric Company | 1.1 | $2.9M | 295k | 9.99 | |
| Barrick Gold Corp (GOLD) | 0.7 | $1.9M | 135k | 13.71 | |
| Newmont Mining Corporation (NEM) | 0.3 | $894k | 25k | 35.76 | |
| Pan American Silver Corp Can (PAAS) | 0.1 | $398k | 30k | 13.27 | |
| Goldcorp | 0.1 | $286k | 25k | 11.44 | |
| Tenne | 0.1 | $222k | 10k | 22.20 |
