Mountain Lake Investment Management as of Dec. 31, 2020
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 25 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs Call Option (GLD) | 14.1 | $21M | 120k | 178.38 | |
| Allegiant Travel Company (ALGT) | 7.9 | $12M | 64k | 189.24 | |
| Antero Midstream Corp antero midstream (AM) | 7.6 | $12M | 1.5M | 7.71 | |
| Vistaoutdoor (VSTO) | 7.2 | $11M | 463k | 23.76 | |
| ViaSat (VSAT) | 6.5 | $9.8M | 300k | 32.65 | |
| National-Oilwell Var | 6.4 | $9.7M | 703k | 13.73 | |
| EOG Resources (EOG) | 6.1 | $9.2M | 185k | 49.87 | |
| Newmont Mining Corporation (NEM) | 4.9 | $7.5M | 125k | 59.89 | |
| Barrick Gold Corp (GOLD) | 4.9 | $7.4M | 325k | 22.78 | |
| Alleghany Corporation | 4.4 | $6.6M | 11k | 603.73 | |
| Consol Energy (CEIX) | 3.6 | $5.5M | 762k | 7.21 | |
| Sprott Physical Gold Tr Unit (PHYS) | 3.5 | $5.3M | 350k | 15.09 | |
| Precision Drilling Corp Com New (PDS) | 3.4 | $5.1M | 305k | 16.79 | |
| Antero Res (AR) | 3.3 | $5.0M | 924k | 5.45 | |
| Cameco Corporation (CCJ) | 3.0 | $4.6M | 343k | 13.40 | |
| Martin Marietta Materials (MLM) | 2.7 | $4.1M | 15k | 284.00 | |
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 2.4 | $3.7M | 823k | 4.48 | |
| Nexgen Energy (NXE) | 2.0 | $3.0M | 1.1M | 2.76 | |
| Universal Insurance Holdings (UVE) | 1.5 | $2.3M | 155k | 15.11 | |
| Ciner Resources Com Unit Ltd | 1.5 | $2.3M | 180k | 12.59 | |
| Concrete Pumping Hldgs (BBCP) | 1.2 | $1.8M | 475k | 3.83 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 0.9 | $1.3M | 70k | 18.94 | |
| Sprott Com New (SII) | 0.7 | $1.1M | 37k | 28.99 | |
| Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) | 0.3 | $457k | 25k | 18.28 | |
| Corvus Gold | 0.0 | $30k | 13k | 2.40 |
