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Size ($ in 1000's)
At 12/31/2023: $97,767
At 09/30/2023: $124,602
Mountain Lake Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mountain Lake Investment Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Mountain Lake Investment Management LLC top holdings by largest position size, as per the latest 13f filing made by Mountain Lake Investment Management LLC.
In the Mountain Lake Investment Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Mountain Lake Investment Management LLC in that top holding, then the share count change between reporting periods, and finally the Mountain Lake Investment Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ABRDN GOLD ETF TRUST (SGOL) |
623,000 |
-52,000 |
$12,298 | | SGOL | 623,000 | -52,000 | $12,298 | | ALLEGIANT TRAVEL CO |
118,000 |
-2,000 |
$9,748 | | ALGT | 118,000 | -2,000 | $9,748 | | SEADRILL 2021 LTD |
188,300 |
-9,631 |
$8,903 | | SDRL | 188,300 | -9,631 | $8,903 | | SITIO ROYALTIES CORP |
375,000 |
-42,843 |
$8,816 | | STR | 375,000 | -42,843 | $8,816 | | NEXGEN ENERGY LTD |
1,242,000 |
-310,000 |
$8,694 | | NXE | 1,242,000 | -310,000 | $8,694 | | NOBLE CORP PLC |
178,000 |
-12,529 |
$8,572 | | NE | 178,000 | -12,529 | $8,572 | | VISTA OUTDOOR INC |
272,500 |
-37,500 |
$8,058 | | VSTO | 272,500 | -37,500 | $8,058 | | PRECISION DRILLING CORP |
110,450 |
-29,350 |
$5,996 | | PDS | 110,450 | -29,350 | $5,996 | | ANTERO RESOURCES CORP |
230,500 |
-46,500 |
$5,228 | | AR | 230,500 | -46,500 | $5,228 | | SPROTT PHYSICAL GOLD TR |
318,000 |
-32,000 |
$5,066 | | PHYS | 318,000 | -32,000 | $5,066 | | EQT CORP |
110,000 |
-62,500 |
$4,253 | | EQT | 110,000 | -62,500 | $4,253 | | TRIPLE FLAG PRECIOUS METAL |
270,000 |
-41,260 |
$3,594 | | TFPM | 270,000 | -41,260 | $3,594 | | SPROTT FDS TR |
102,300 |
-6,700 |
$2,413 | | URNJ | 102,300 | -6,700 | $2,413 | | ASBURY AUTOMOTIVE GROUP INC |
10,000 |
+10,000 |
$2,250 | | ABG | 10,000 | +10,000 | $2,250 | | BUILDERS FIRSTSOURCE INC |
10,500 |
+10,500 |
$1,753 | | BLDR | 10,500 | +10,500 | $1,753 | | COSTCO WHSL CORP NEW |
2,025 |
-191 |
$1,337 | | COST | 2,025 | -191 | $1,337 |
See Full List: All Stocks Held By Mountain Lake Investment Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mountain Lake Investment Management LLC
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