The Analysis of Mountain Lake Investment Management LLC's Holdings
Currently, Mountain Lake Investment Management LLC holds 23 types of securities in its portfolio with a total value $131.6M. In the most recent quarter, they have increased their positions in NRP (+19.7K shares, valued at $2.1M), ALSN (+10.0K shares, valued at $975.9K), DVA (+8.5K shares, valued at $971.0K); decreased their positions in N/A (-96.4K shares, valued at $4.0M), EOG (-8.6K shares, valued at $907.3K), ALGT (-10.2K shares, valued at $870.4K); initiated new positions in DVA (+8.5K shares, valued at $971.0K), CMP (+23.9K shares, valued at $469.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ETFS GOLD TR ETFS GOLD TR362.7K shares-20.99%2025-12-312026-02-17
PHYS SPROTT ASSET MANAGEMENT LP451.2K shares-2.37%2025-12-312026-02-17 ALGT ALLEGIANT TRAVEL CO126.5K shares-7.47%2025-12-312026-02-17 ALSN ALLISON TRANSMISSION HLDGS I109.8K shares9.99%2025-12-312026-02-17 AN AUTONATION INC47.0K shares-3.39%2025-12-312026-02-17 BLDR BUILDERS FIRSTSOURCE INC83.9K shares9.64%2025-12-312026-02-17 DHI D R HORTON INC59.9K shares-2.69%2025-12-312026-02-17 NRP NATURAL RESOURCE PARTNERS L65.3K shares43.20%2025-12-312026-02-17 NE NOBLE CORP PLC231.5K shares2.04%2025-12-312026-02-17 SDRL SEADRILL LTD127.5K shares-12.36%2025-12-312026-02-17 EOG EOG RES INC41.3K shares-17.28%2025-12-312026-02-17 AR ANTERO RESOURCES CORP99.2K shares-2.38%2025-12-312026-02-17 HP HELMERICH & PAYNE INC118.2K shares-13.34%2025-12-312026-02-17 PSLV SPROTT ASSET MANAGEMENT LP105.4K shares5.47%2025-12-312026-02-17 TFPM TRIPLE FLAG PRECIOUS METAL72.7K shares-2.42%2025-12-312026-02-17 PPLT ABRDN PLATINUM ETF TRUST11.4K shares-15.31%2025-12-312026-02-17 ET ENERGY TRANSFER L P99.3K shares-9.56%2025-12-312026-02-17 VAL VALARIS LTD31.2K shares-2.45%2025-12-312026-02-17 PAA PLAINS ALL AMERN PIPELINE L86.2K shares-2.32%2025-12-312026-02-17 KAR OPENLANE INC48.0K shares7.96%2025-12-312026-02-17 DVA DAVITA INC8.5K sharesnew addition2025-12-312026-02-17 CMP COMPASS MINERALS INTL INC23.9K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available