Mountain Lake Investment Management as of March 31, 2021
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 28 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 8.9 | $16M | 10k | 1589.40 | |
| ViaSat (VSAT) | 7.5 | $13M | 280k | 48.07 | |
| EOG Resources (EOG) | 6.8 | $12M | 168k | 72.53 | |
| Allegiant Travel Company (ALGT) | 6.7 | $12M | 49k | 244.06 | |
| Antero Midstream Corp antero midstream (AM) | 6.6 | $12M | 1.3M | 9.03 | |
| Vistaoutdoor (VSTO) | 6.5 | $12M | 363k | 32.07 | |
| Nov (NOV) | 5.8 | $10M | 750k | 13.72 | |
| Spdr Gold Tr Gold Shs Call Option (GLD) | 4.9 | $8.8M | 55k | 159.98 | |
| Antero Res (AR) | 4.9 | $8.8M | 863k | 10.20 | |
| Newmont Mining Corporation (NEM) | 4.2 | $7.5M | 125k | 60.27 | |
| Barrick Gold Corp (GOLD) | 3.9 | $6.9M | 350k | 19.80 | |
| Alleghany Corporation | 3.9 | $6.9M | 11k | 626.27 | |
| Precision Drilling Corp Com New (PDS) | 3.8 | $6.7M | 310k | 21.61 | |
| Consol Energy (CEIX) | 3.5 | $6.3M | 652k | 9.72 | |
| Cameco Corporation (CCJ) | 3.0 | $5.3M | 318k | 16.61 | |
| Nexgen Energy (NXE) | 2.5 | $4.4M | 1.2M | 3.63 | |
| Sprott Physical Gold Tr Unit (PHYS) | 2.5 | $4.4M | 330k | 13.41 | |
| Martin Marietta Materials (MLM) | 2.3 | $4.1M | 12k | 335.84 | |
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 2.1 | $3.8M | 652k | 5.80 | |
| Concrete Pumping Hldgs (BBCP) | 2.1 | $3.7M | 500k | 7.41 | |
| Universal Insurance Holdings (UVE) | 1.4 | $2.6M | 180k | 14.34 | |
| E M X Royalty Corpor small blend (EMX) | 1.4 | $2.5M | 861k | 2.96 | |
| Ciner Resources Com Unit Ltd | 1.3 | $2.3M | 180k | 12.85 | |
| Sun Ctry Airls Hldgs (SNCY) | 1.0 | $1.8M | 53k | 34.28 | |
| Sandstorm Gold Com New (SAND) | 0.8 | $1.5M | 220k | 6.80 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 0.7 | $1.3M | 75k | 16.99 | |
| Osisko Gold Royalties (OR) | 0.6 | $1.1M | 100k | 11.02 | |
| Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) | 0.3 | $574k | 35k | 16.40 |
