Mountain Lake Investment Management LLC
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| SPROTT ASSET MANAGEMENT LP | $15.96M | 10.3% |
| ETFS GOLD TR | $14.50M | 9.4% |
| Allison Transmission Holdings Inc | $13.09M | 8.5% |
| Viper Energy, Inc. | $12.04M | 7.8% |
| AUTONATION, INC. | $11.02M | 7.1% |
| Noble Corp plc | $10.20M | 6.6% |
| RANGE RESOURCES CORP | $9.69M | 6.3% |
| NATURAL RESOURCE PARTNERS LP | $9.28M | 6.0% |
| HORTON D R INC /DE | $9.00M | 5.8% |
| Builders FirstSource Inc | $8.62M | 5.6% |
| Molina Healthcare Inc | $6.75M | 4.4% |
| FEDERAL AGRICULTURAL MORTGAGE CORP | $6.36M | 4.1% |
| Helmerich & Payne Inc | $4.26M | 2.8% |
| ANTERO RESOURCES Corp | $4.21M | 2.7% |
| TRIPLE FLAG PRECIOUS METAL | $3.13M | 2.0% |
| SEADRILL Ltd | $2.36M | 1.5% |
| OPENLANE Inc | $2.32M | 1.5% |
| Plains All American Pipeline LP | $1.93M | 1.2% |
| Energy Transfer LPET | $1.92M | 1.2% |
| SPROTT ASSET MANAGEMENT LP | $1.63M | 1.1% |
| Cal-Maine Foods Inc | $1.39M | 0.9% |
| COMPASS MINERALS INTERNATIONAL INC | $1.30M | 0.8% |
| DAVITA INC. | $1.10M | 0.7% |
| AMPLIFY ETF TR | $899.0K | 0.6% |
| Valaris Ltd | $810.8K | 0.5% |
| ALAMOS GOLD INC | $355.4K | 0.2% |
| SLB LIMITED/NV | $278.8K | 0.2% |
| Worthington Steel, Inc. | $227.6K | 0.1% |
| Alphabet Inc. | $215.7K | 0.1% |