The Analysis of Mountain Lake Investment Management LLC's Holdings
Currently, Mountain Lake Investment Management LLC holds 26 types of securities in its portfolio with a total value $134.3M. In the most recent quarter, they have increased their positions in VNOM (+257.8K shares, valued at $9.9M), ALSN (+90.1K shares, valued at $7.6M), HP (+136.4K shares, valued at $3.0M); decreased their positions in SDRL (-95.5K shares, valued at $2.9M), SGOL (-56.8K shares, valued at $2.1M), DHI (-12.3K shares, valued at $2.1M); initiated new positions in VNOM (+257.8K shares, valued at $9.9M), HP (+136.4K shares, valued at $3.0M), CNC (+83.4K shares, valued at $3.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SGOL ETFS GOLD TR459.1K shares-11.02%2025-09-302025-11-14
PHYS SPROTT ASSET MANAGEMENT LP462.1K shares-5.80%2025-09-302025-11-14 AN AUTONATION INC48.7K shares-7.19%2025-09-302025-11-14 DHI D R HORTON INC61.5K shares-16.65%2025-09-302025-11-14 VNOM VIPER ENERGY INC257.8K sharesnew addition2025-09-302025-11-14 BLDR BUILDERS FIRSTSOURCE INC76.6K shares-5.65%2025-09-302025-11-14 ALSN ALLISON TRANSMISSION HLDGS I99.8K shares927.73%2025-09-302025-11-14 ALGT ALLEGIANT TRAVEL CO136.7K shares-7.45%2025-09-302025-11-14 NE NOBLE CORP PLC226.9K shares9.53%2025-09-302025-11-14 EOG EOG RES INC50.0K shares1.94%2025-09-302025-11-14 NRP NATURAL RESOURCE PARTNERS L45.6K shares21.50%2025-09-302025-11-14 SDRL SEADRILL LTD145.4K shares-39.64%2025-09-302025-11-14 AR ANTERO RESOURCES CORP101.6K shares25.88%2025-09-302025-11-14 HP HELMERICH & PAYNE INC136.4K sharesnew addition2025-09-302025-11-14 CNC CENTENE CORP DEL83.4K sharesnew addition2025-09-302025-11-14 TFPM TRIPLE FLAG PRECIOUS METAL74.5K shares-4.44%2025-09-302025-11-14 PPLT ABRDN PLATINUM ETF TRUST13.4K shares-3.72%2025-09-302025-11-14 ET ENERGY TRANSFER L P109.8K shares-5.05%2025-09-302025-11-14 PSLV SPROTT ASSET MANAGEMENT LP99.9K shares57.39%2025-09-302025-11-14 VAL VALARIS LTD32.0K shares-5.75%2025-09-302025-11-14 PAA PLAINS ALL AMERN PIPELINE L88.3K shares0.00%2025-09-302025-11-14 CI THE CIGNA GROUP5.1K sharesnew addition2025-09-302025-11-14 CNR CORE NATURAL RESOURCES INC17.6K shares11.91%2025-09-302025-11-14 KAR OPENLANE INC44.5K shares-31.59%2025-09-302025-11-14 BTU PEABODY ENERGY CORP34.4K shares-42.00%2025-09-302025-11-14 WES WESTERN MIDSTREAM PARTNERS L8.4K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available