Mountain Lake Investment Management as of June 30, 2025
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 27 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 13.5 | $16M | 516k | 31.54 | |
| Sprott Physical Gold Tr Unit (PHYS) | 10.3 | $12M | 491k | 25.35 | |
| AutoNation (AN) | 8.7 | $10M | 53k | 198.65 | |
| D.R. Horton (DHI) | 7.9 | $9.5M | 74k | 128.92 | |
| Builders FirstSource (BLDR) | 7.9 | $9.5M | 81k | 116.69 | |
| Allegiant Travel Company (ALGT) | 6.8 | $8.1M | 148k | 54.95 | |
| Sitio Royalties Corp Class A Com (STR) | 6.6 | $7.9M | 432k | 18.38 | |
| Seadrill 2021 (SDRL) | 5.3 | $6.3M | 241k | 26.25 | |
| EOG Resources (EOG) | 4.9 | $5.9M | 49k | 119.61 | |
| Noble Corp Ord Shs A (NE) | 4.6 | $5.5M | 207k | 26.55 | |
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 3.0 | $3.6M | 38k | 95.51 | |
| Antero Res (AR) | 2.7 | $3.3M | 81k | 40.28 | |
| Precision Drilling Corp Com New (PDS) | 2.4 | $2.9M | 62k | 47.24 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.7 | $2.1M | 116k | 18.13 | |
| Triple Flag Precious Metals (TFPM) | 1.5 | $1.8M | 78k | 23.69 | |
| Frp Holdings (FRPH) | 1.5 | $1.8M | 67k | 26.89 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 1.4 | $1.7M | 14k | 122.87 | |
| Bank Ozk (OZK) | 1.4 | $1.6M | 35k | 47.06 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 1.3 | $1.6M | 88k | 18.32 | |
| KAR Auction Services (KAR) | 1.3 | $1.6M | 65k | 24.45 | |
| Valaris Cl A (VAL) | 1.2 | $1.4M | 34k | 42.11 | |
| Core Natural Resources Com Shs (CNR) | 0.9 | $1.1M | 16k | 69.74 | |
| Allison Transmission Hldngs I (ALSN) | 0.8 | $923k | 9.7k | 94.99 | |
| St. Joe Company (JOE) | 0.7 | $892k | 19k | 47.70 | |
| Peabody Energy (BTU) | 0.7 | $796k | 59k | 13.42 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.6 | $777k | 64k | 12.24 | |
| Ali (ALCO) | 0.3 | $335k | 10k | 32.68 |
