Mountain Lake Investment Management as of June 30, 2019
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 21 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViaSat (VSAT) | 11.4 | $24M | 300k | 80.82 | |
| Allegiant Travel Company (ALGT) | 10.4 | $22M | 155k | 143.50 | |
| Alliance Resource Partners (ARLP) | 10.1 | $21M | 1.3M | 16.98 | |
| Spirit Airlines (SAVE) | 9.8 | $21M | 435k | 47.73 | |
| Quanta Services (PWR) | 9.0 | $19M | 500k | 38.19 | |
| Koppers Holdings (KOP) | 7.9 | $17M | 575k | 29.36 | |
| Consol Energy (CEIX) | 7.1 | $15M | 565k | 26.61 | |
| National-Oilwell Var | 5.8 | $12M | 555k | 22.23 | |
| Precision Drilling Corporation | 5.3 | $11M | 6.0M | 1.89 | |
| Antero Midstream Corp antero midstream (AM) | 4.8 | $10M | 900k | 11.46 | |
| Antero Res (AR) | 4.0 | $8.6M | 1.6M | 5.53 | |
| Vistaoutdoor (VSTO) | 4.0 | $8.4M | 950k | 8.88 | |
| Blackberry (BB) | 2.5 | $5.4M | 720k | 7.46 | |
| Ciner Res | 2.5 | $5.3M | 275k | 19.39 | |
| Barrick Gold Corp (GOLD) | 2.0 | $4.3M | 275k | 15.77 | |
| Ccr | 1.7 | $3.6M | 215k | 16.67 | |
| Newmont Mining Corporation (NEM) | 0.6 | $1.3M | 35k | 38.46 | |
| Triumph Ban (TFIN) | 0.6 | $1.3M | 45k | 29.04 | |
| Concrete Pumping Hldgs (BBCP) | 0.2 | $527k | 103k | 5.12 | |
| Pan American Silver Corp Can (PAAS) | 0.2 | $387k | 30k | 12.90 | |
| Bbx Capital | 0.0 | $49k | 10k | 4.90 |
