Mountain Lake Investment Management as of Dec. 31, 2024
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 29 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 12.9 | $11M | 447k | 25.05 | |
| Allegiant Travel Company (ALGT) | 11.7 | $10M | 108k | 93.98 | |
| Sprott Physical Gold Tr Unit (PHYS) | 8.7 | $7.6M | 376k | 20.13 | |
| Sitio Royalties Corp Class A Com (STR) | 7.0 | $6.1M | 317k | 19.15 | |
| Seadrill 2021 (SDRL) | 6.9 | $6.0M | 155k | 38.84 | |
| Noble Corp Ord Shs A (NE) | 6.6 | $5.7M | 183k | 31.24 | |
| Avis Budget (CAR) | 6.2 | $5.4M | 68k | 80.32 | |
| Builders FirstSource (BLDR) | 6.0 | $5.2M | 36k | 143.00 | |
| AutoNation (AN) | 5.9 | $5.1M | 30k | 169.72 | |
| Antero Res (AR) | 5.6 | $4.9M | 138k | 35.11 | |
| Precision Drilling Corp Com New (PDS) | 4.1 | $3.6M | 52k | 68.52 | |
| Nexgen Energy (NXE) | 2.2 | $1.9M | 294k | 6.60 | |
| KAR Auction Services (KAR) | 2.2 | $1.9M | 95k | 19.85 | |
| Sprott Fds Tr Junior Uranium (URNJ) | 1.9 | $1.6M | 88k | 18.58 | |
| Hertz Global Hldgs Com New (HTZ) | 1.8 | $1.6M | 438k | 3.65 | |
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 1.4 | $1.2M | 11k | 110.63 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 1.4 | $1.2M | 28k | 42.74 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 1.1 | $996k | 12k | 82.98 | |
| Sprott Com New (SII) | 0.9 | $762k | 18k | 42.14 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.9 | $745k | 14k | 53.19 | |
| EOG Resources (EOG) | 0.8 | $736k | 6.0k | 122.58 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.7 | $644k | 19k | 33.91 | |
| Occidental Petroleum Corporation (OXY) | 0.7 | $618k | 13k | 49.41 | |
| Sprott Fds Tr Uranium Miners E (URNM) | 0.7 | $566k | 14k | 40.30 | |
| Peabody Energy (BTU) | 0.6 | $482k | 23k | 20.94 | |
| Seabridge Gold (SA) | 0.4 | $313k | 27k | 11.41 | |
| Frp Holdings (FRPH) | 0.4 | $306k | 10k | 30.63 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.3 | $290k | 30k | 9.65 | |
| Uranium Royalty Corp (UROY) | 0.0 | $33k | 15k | 2.19 |
