Mountain Lake Investment Management

Mountain Lake Investment Management as of March 31, 2017

Portfolio Holdings for Mountain Lake Investment Management

Mountain Lake Investment Management holds 32 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 2000 Index (IWM) 17.1 $41M 300k 137.48
Spdr S&p 500 Etf (SPY) 14.7 $35M 150k 235.74
Avis Budget (CAR) 7.4 $18M 600k 29.58
Capital Senior Living Corporation 7.0 $17M 1.2M 14.06
Crossamerica Partners (CAPL) 6.8 $16M 625k 26.18
Delta Air Lines (DAL) 4.7 $11M 245k 45.96
Alliance Holdings GP 4.4 $11M 387k 27.43
Owens-Illinois 4.2 $10M 501k 20.38
Axalta Coating Sys (AXTA) 3.9 $9.5M 295k 32.20
Actuant Corporation 3.9 $9.4M 359k 26.35
Koppers Holdings (KOP) 3.7 $8.8M 208k 42.35
Cnx Coal Resources 3.3 $8.0M 470k 16.95
Travelers Companies (TRV) 3.2 $7.8M 65k 120.54
Ciner Res 3.0 $7.1M 250k 28.53
U.S. Bancorp (USB) 2.5 $5.9M 115k 51.50
Hertz Global Holdings 2.4 $5.8M 330k 17.54
National-Oilwell Var 2.1 $5.1M 128k 40.09
General Motors Company (GM) 1.0 $2.5M 70k 35.36
Barrick Gold Corp (GOLD) 0.6 $1.5M 80k 18.99
Agrium 0.6 $1.5M 15k 95.56
CF Industries Holdings (CF) 0.6 $1.5M 50k 29.36
ViaSat (VSAT) 0.5 $1.2M 19k 63.80
Tyson Foods (TSN) 0.5 $1.1M 18k 61.71
Antero Res (AR) 0.4 $1.0M 45k 22.80
Vaneck Vectors Gold Miners mutual (GDX) 0.3 $741k 33k 22.80
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) 0.3 $720k 20k 36.00
Cal-Maine Foods (CALM) 0.2 $552k 15k 36.80
Delek US Holdings 0.2 $485k 20k 24.25
Kinross Gold Corp (KGC) 0.2 $456k 130k 3.51
Berkshire Hathaway (BRK.A) 0.1 $250k 1.00 250000.00
Sabre (SABR) 0.1 $212k 10k 21.20
Nomad Foods (NOMD) 0.1 $143k 13k 11.44