Mountain Lake Investment Management as of March 31, 2025
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 30 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 14.9 | $16M | 529k | 29.82 | |
| Sprott Physical Gold Tr Unit (PHYS) | 11.1 | $12M | 491k | 24.06 | |
| Avis Budget (CAR) | 7.7 | $8.2M | 108k | 75.90 | |
| AutoNation (AN) | 7.5 | $8.0M | 49k | 161.92 | |
| Sitio Royalties Corp Class A Com (STR) | 7.2 | $7.6M | 383k | 19.87 | |
| Builders FirstSource (BLDR) | 6.5 | $6.9M | 55k | 124.94 | |
| Allegiant Travel Company (ALGT) | 6.3 | $6.7M | 130k | 51.65 | |
| Noble Corp Ord Shs A (NE) | 4.8 | $5.1M | 217k | 23.70 | |
| EOG Resources (EOG) | 4.7 | $5.0M | 39k | 128.24 | |
| Seadrill 2021 (SDRL) | 4.7 | $4.9M | 198k | 25.00 | |
| Antero Res (AR) | 4.5 | $4.8M | 119k | 40.44 | |
| Precision Drilling Corp Com New (PDS) | 2.7 | $2.9M | 62k | 46.59 | |
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 2.2 | $2.3M | 22k | 103.90 | |
| Hertz Global Hldgs Com New (HTZ) | 1.9 | $2.0M | 510k | 3.94 | |
| KAR Auction Services (KAR) | 1.8 | $1.9M | 100k | 19.28 | |
| Peabody Energy (BTU) | 1.5 | $1.6M | 115k | 13.55 | |
| Bank Ozk (OZK) | 1.4 | $1.5M | 35k | 43.45 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 1.2 | $1.3M | 14k | 91.37 | |
| Frp Holdings (FRPH) | 1.0 | $1.1M | 39k | 28.57 | |
| Triple Flag Precious Metals (TFPM) | 0.9 | $932k | 49k | 19.15 | |
| SYSCO Corporation (SYY) | 0.9 | $908k | 12k | 75.04 | |
| Valaris Cl A (VAL) | 0.8 | $899k | 23k | 39.26 | |
| Core Natural Resources Com Shs (CNR) | 0.8 | $887k | 12k | 77.10 | |
| St. Joe Company (JOE) | 0.8 | $878k | 19k | 46.95 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.7 | $782k | 42k | 18.59 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $543k | 12k | 45.97 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.3 | $348k | 30k | 11.60 | |
| Vail Resorts (MTN) | 0.3 | $320k | 2.0k | 160.02 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.3 | $290k | 5.1k | 57.20 | |
| Uranium Royalty Corp (UROY) | 0.0 | $35k | 20k | 1.76 |
