Mountain Lake Investment Management as of Sept. 30, 2019
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 19 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViaSat (VSAT) | 11.4 | $23M | 300k | 75.32 | |
| Allegiant Travel Company (ALGT) | 11.3 | $22M | 150k | 149.66 | |
| Quanta Services (PWR) | 9.6 | $19M | 500k | 37.80 | |
| Spirit Airlines (SAVE) | 9.2 | $18M | 500k | 36.30 | |
| Koppers Holdings (KOP) | 8.5 | $17M | 575k | 29.21 | |
| Alliance Resource Partners (ARLP) | 7.5 | $15M | 925k | 16.01 | |
| National-Oilwell Var | 7.0 | $14M | 650k | 21.20 | |
| Consol Energy (CEIX) | 6.7 | $13M | 850k | 15.63 | |
| Barrick Gold Corp (GOLD) | 4.8 | $9.5M | 550k | 17.33 | |
| Vistaoutdoor (VSTO) | 4.7 | $9.3M | 1.5M | 6.19 | |
| Antero Midstream Corp antero midstream (AM) | 4.4 | $8.7M | 1.2M | 7.40 | |
| Precision Drilling Corporation | 3.8 | $7.4M | 6.5M | 1.14 | |
| Ciner Res | 2.6 | $5.1M | 275k | 18.46 | |
| Antero Res (AR) | 2.4 | $4.7M | 1.6M | 3.02 | |
| Blackberry (BB) | 2.1 | $4.2M | 800k | 5.25 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.3 | $2.6M | 150k | 17.57 | |
| Concrete Pumping Hldgs (BBCP) | 1.0 | $2.0M | 500k | 3.97 | |
| Newmont Mining Corporation (NEM) | 1.0 | $1.9M | 50k | 37.92 | |
| Ccr | 0.8 | $1.6M | 115k | 13.50 |
