Mountain Lake Investment Management as of Dec. 31, 2021
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 22 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViaSat Call Option (VSAT) | 76.9 | $441M | 165k | 2678.30 | |
| Allegiant Travel Company (ALGT) | 2.3 | $13M | 70k | 187.04 | |
| EOG Resources (EOG) | 2.1 | $12M | 138k | 88.83 | |
| Nov (NOV) | 2.0 | $11M | 825k | 13.55 | |
| Texas Pacific Land Corp (TPL) | 1.9 | $11M | 8.5k | 1248.82 | |
| Precision Drilling Corp Com New (PDS) | 1.8 | $11M | 296k | 35.43 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 1.7 | $9.5M | 20k | 474.95 | |
| Antero Res (AR) | 1.6 | $9.3M | 533k | 17.50 | |
| Consol Energy (CEIX) | 1.5 | $8.4M | 371k | 22.71 | |
| Nexgen Energy (NXE) | 1.2 | $6.8M | 1.6M | 4.37 | |
| Newmont Mining Corporation (NEM) | 1.1 | $6.2M | 100k | 62.02 | |
| Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) | 1.1 | $6.1M | 350k | 17.56 | |
| Seabridge Gold (SA) | 1.1 | $6.0M | 365k | 16.49 | |
| Barrick Gold Corp (GOLD) | 1.0 | $5.8M | 305k | 19.00 | |
| Concrete Pumping Hldgs (BBCP) | 0.6 | $3.6M | 435k | 8.20 | |
| Vidler Water Resouces | 0.6 | $3.6M | 295k | 12.08 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.5 | $2.9M | 200k | 14.36 | |
| EQT Corporation (EQT) | 0.3 | $1.9M | 88k | 21.81 | |
| Ciner Resources Com Unit Ltd | 0.3 | $1.7M | 102k | 16.50 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 0.2 | $1.4M | 75k | 18.19 | |
| Cal Maine Foods Com New (CALM) | 0.2 | $1.1M | 30k | 37.00 | |
| Denison Mines Corp (DNN) | 0.1 | $343k | 250k | 1.37 |
